What the work looks like
D365 Customer Insights spans two products that need each other: Journeys for real-time marketing and Data for unified customer profiles and segments. I lead the implementation from requirements and fit/gap through configuration, in step with your CRM and marketing teams.
- D365 Customer Insights Journeys: real-time journeys, triggers, consent management
- D365 Customer Insights Data: unification, segments, measures
- Fit/gap analysis and functional design before configuration starts
- Stakeholder alignment between CRM, marketing and compliance
Compliance is a feature, not an obstacle
I led the implementation of Journeys and Data inside a major bank, within its compliance and security framework. That work teaches you a habit that benefits every client: design consent, data use and auditability in from the start, rather than patching them in when someone objects. Marketing gets its campaigns, compliance keeps its sleep.
D365 Customer Insights questions
We are moving from outbound marketing. Can you guide that transition?
Yes. Moving to real-time Journeys is the natural path, and doing it well means rethinking triggers, consent and segments rather than copying old campaigns one to one.
Do you configure both Journeys and Data?
Yes, and preferably together: Journeys without unified data sends pretty messages to the wrong people.
Have you done this in a regulated environment?
Yes, inside a major bank's compliance and security framework, coordinating CRM, marketing and compliance stakeholders.