Dynamics 365 CRM Marketing Customization

I’m rolling out the Marketing area of Dynamics 365 CRM and need a specialist to tailor it to my exact workflows.

Key focus
• Configure the Marketing module so I can design journeys, segment leads, and publish forms without touching code.
• Build the custom entities, fields, and views I outline (about a dozen in total) and make sure they surface cleanly on both web and mobile.
• Adjust email templates and customer journeys so they align with my branding and comply with current GDPR consent standards.
• Set up a few real-world test campaigns, confirm data flows correctly into Contacts/Leads, and provide a brief hand-off guide so my team can repeat the process.

Tech details
Everything lives in Dynamics 365 online; no on-prem components. I already have admin access and the Marketing add-on licensed. We do not require third-party integrations at this stage—pure Dynamics customizations only. Familiarity with the Power Platform (Power Automate, real-time marketing features) will be helpful, but I’m open to suggestions on the best way to achieve the goals.

Deliverable
A fully configured Marketing workspace, ready for my team to launch campaigns, plus concise documentation (screenshots or short Loom videos are fine). I expect a collaborative approach with check-ins after each milestone so we can validate that every customization matches our business logic.

If you’ve successfully customized Dynamics 365 Marketing before, let’s talk timelines and get started.