Assignment description

Do you as a Dynamics 365 Marketing Specialist have the competence that can help our client?  They want to arrange a 1-2 day workshop over Teams with their colleagues in Stockholm and Riga. You should participate a pre-meeting 1-2 hours where you will be a part of planning the workshop and gather input.

Dynamics competence support needed:

• Dynamics Marketing module competence (Not CRM 365 general) – person who knows in depth how the processes in Marketing module can be configured.
• It should be a person with general understanding of all Marketing Dynamics system functionalities (someone with a broad and overall understanding how the components of the system interact with each other)
• The competence should be hands on, understanding on how to interpret the specific use cases we are dealing with, and how these interact
• To make the event portal look professional needs some small portal development skills (CSS / React)
• How to more effectively manage “customer journey” from registration to the “Feedback survey”. (we have encountered several times where there is a person just knowing how to add a button to email, but not how the button can be connected to an action, for example.)
• How to transfer form “Inbound Marketing module” to “Real time module”, as this will happen during next year (in Summer time) they are today using Outbound module, as the Real Time module does not really support all their needs

Function areas or challenges with the current set up:

• Subscription/subscription and preference center (email settings affecting the end result) in Subscription list area
• Customer journey area – how to decline from an event, how to not receive more reminders when someone knows that they will not want to attend this event but still wants to receive further event invitations
• How to optimize customer journeys, as currently there need to set up 6 or 7 separate journeys (in what ways can it be optimized, best practices)
• Coding and set up of personalized Event portal page The current portal does not look professional and certainly does not live up to If Brand/VID standards