Get started with Customer Insights - Journeys app setup
This article provides a checklist to get your Dynamics 365 Customer Insights - Journeys implementation up and running quickly.
For in-depth information on getting started with the Dynamics 365 platform, see the Microsoft Dynamics 365 implementation guide.
Dynamics 365 Customer Insights - Journeys basic setup
Follow these steps to expedite the Dynamics 365 Customer Insights - Journeys setup process.
| Timeline | Task | Details |
|---|---|---|
| Pre-provisioning | Gather and document use cases and marketing requirements | Determine your business requirements for bulk mailings, automation, surveys, event management, etc. |
| Pre-provisioning | Determine licensing requirements | Licensing is done on a tenant level. Learn more: Dynamics 365 Customer Insights - Journeys licensing options. |
| Provisioning | Provision Dynamics 365 Customer Insights - Journeys app on all Dynamics 365 organizations (dev and production) | Update Dynamics 365 tenants first. Learn more: Purchase and set up Dynamics 365 Customer Insights - Journeys. |
| Post-provisioning | Grant access to superusers for Dynamics 365 Customer Insights - Journeys training | Later, give access to all users. Learn more: Manage user accounts, user licenses, and security roles. |
| Post-provisioning | Customize your Dynamics 365 Sales app if needed (merge new tabs, attributes) | Example: View and edit which lists each contact subscribes to. |
Next steps
After the Customer Insights - Journeys app is set up, you can start setting up features such as email and text messages to reach out to your customers.