- Contact us: office@woods.consulting
- Contact us: office@woods.consulting
- Customer Support
Dynamics 365 Customer Insights – Journeys Consulting & Implementation
We implement, migrate to and run Microsoft Dynamics 365 Customer Insights – Journeys (formerly Dynamics 365 Marketing) for B2B marketing and sales teams: real-time journeys, segments, email and event marketing, lead scoring and a clean hand-over to Dynamics 365 Sales. Microsoft partner, fixed-scope projects, support after go-live.
Why work with a Customer Insights – Journeys consultant
Journeys is powerful and unforgiving: consent, data model, segments and the hand-over to sales have to be right before the first email goes out, or marketing ends up with a tool nobody trusts. As a Microsoft partner, Woods Business Solutions designs the marketing process first – audiences, consent and double opt-in, journey triggers, scoring rules – and then configures Customer Insights – Journeys around it, connected to Dynamics 365 Sales and your website.
Implementation
Scoping workshop, process design and configuration: brand profiles and email templates, compliance profiles with double opt-in, segments, real-time journeys with triggers, forms and event registration, lead scoring and the qualification hand-over to Sales. Delivered in fixed-scope phases, with a first journey live early.
Migration & integration
Migration from HubSpot, Mailchimp, Marketo or the retired outbound marketing module: contacts, consent, templates and lists. Integration with Dynamics 365 Sales, Teams webinars, your website forms and Dataverse-connected pages, plus Power BI reporting.
Adoption & support
Training for marketers and sales users, Copilot rollout for content and journey creation, and a support retainer after go-live: new journeys and segments, deliverability questions, release updates and new features.
Copilot in Customer Insights – Journeys, set up so marketers actually use it
Copilot drafts emails from a few key points, builds journeys from a plain-language description and creates segments you describe in natural language. We switch it on with the right consent and data settings and train your team to use it on real campaigns. Microsoft’s video shows what it can do.
Customer Insights – Journeys capabilities we implement
Journeys covers the whole marketing funnel. Our consulting work is deciding which capabilities your team needs, configuring them properly and leaving out what would slow your marketers down.
Real-time journeys
Trigger journeys from customer actions – a form submission, an event registration, a deal stage change – or run them on a segment, and branch by behaviour. We design the journey templates, triggers and channels (email, text message, push, custom) your team will run day to day.
Segments and customer data
Build segments on Dataverse data from Sales, Field Service or your own tables – contacts, leads or unified profiles – preview who qualifies and why, and combine dynamic criteria with static lists. We set up the data model, consent and the attributes marketers actually need.
Email, forms and events
Brand-consistent email templates with personalisation, marketing forms on your website or on Dataverse-connected pages, and event and webinar management with registrations, Teams check-ins and reminders. We configure templates, sending domains and deliverability so emails land in the inbox.
Lead scoring and sales hand-over
Score leads on engagement and profile, qualify them automatically and hand them to Dynamics 365 Sales with the full journey history. We define the scoring model with sales and marketing together, so both sides trust the numbers.
Rolling out Customer Insights – Journeys, or stuck with a marketing tool that sales ignores? Book a free 30-minute scoping call. We look at how you generate and qualify leads today, show what an implementation would involve and give you an honest estimate of effort and cost.
Customer Insights – Journeys consulting FAQ
The questions we hear most often before a Journeys project starts.
How much does a Customer Insights – Journeys implementation cost?
Scope drives it: number of journeys and segments, email templates, event management, integrations, and whether contacts and consent have to be migrated. After a free scoping call we price the implementation as a fixed-scope project covering design, configuration, migration and training, plus the Microsoft licences (Customer Insights is licensed per tenant with capacity for contacts and interactions). You get a written offer, not an hourly estimate.
How long does it take to go live?
A first release with brand templates, consent, a handful of segments and two or three real-time journeys typically takes four to eight weeks. Event management, lead scoring and website integrations follow in phases.
We still use outbound marketing, HubSpot or Mailchimp – can you migrate us?
Yes. Microsoft removed the outbound marketing module after 30 June 2025, so this is a common project. We migrate contacts, consent records, templates and lists, rebuild campaigns as real-time journeys and run test sends before cut-over.
How do you handle GDPR consent and double opt-in?
Consent is configured before anything is sent: compliance profiles, purposes and topics, double opt-in flows and a preference centre on your own domain. Consent lives on the contact in Dataverse, so Sales sees it too.
How does the hand-over to Dynamics 365 Sales work?
Journeys and Sales share the same Dataverse contacts, leads and opportunities. We configure lead scoring and qualification so marketing-qualified leads land in sales queues with the full engagement history, and sales activity can start or stop journeys.
I'm here to help!
I would be pleased to answer any queries you have.
Zachary Woods
Business Consultant
- +1 (941) 350 6707
- sales@woods.consulting
Find out how we can help transform your marketing with
Microsoft Dynamics 365 Customer Insights – Journeys and WBS apps.