Microsoft Dynamics 365 Customer Insights – Journeys (Marketing)

Description

  • Descoberta & desenho de estratégia
    • Conduzir workshops com marketing, vendas e digital. 
    • Mapear jornadas do cliente (lead → MQL → SQL → oportunidade).
    • Definir modelo de dados e critérios de segmentação. 
    • Traduzir objetivos de campanha em automações dentro da ferramenta. 
  • Configuração da plataforma 
    • Setup de emails, formulários, landing pages e eventos. 
    • Construção de segments (dinâmicos e estáticos). 
    • Criação de customer journeys multicanal.
    • Lead scoring e qualification. 
    • Gestão de consentimentos (GDPR).
  • Orquestração com Sales 
    • Definir passagem de leads para vendedores. 
    • Garantir visibilidade no Dynamics 365 Sales. 
    • Implementar alertas, tarefas e triggers.
  • Dados & integrações 
    • Conectar fontes externas (website, eventos, social, ERP). 
    • Apoiar normalização e qualidade de dados. 
    • Sincronização com Dataverse. 
  • Performance & otimização 
    • Definir KPIs. 
    • Criar dashboards. 
    • Analisar resultados de campanhas. 
    • Propor melhorias contínuas (A/B, nurturing, etc.). 
  • Adoção 
    • Formação de utilizadores de marketing. 
    • Boas práticas de criação de campanhas. 
    • Apoio em go-live. 


Requirements

Hard skills esperadas 
Dynamics 365 Customer Insights – Journeys
  • Segmentação avançada. 
  • Criação de journeys baseadas em comportamento. 
  • Email designer. 
  • Formulários e landing pages. 
  • Event management. 
  • Lead scoring. 
  • Real-time vs outbound marketing (dependendo da versão). 
Dados & modelo 
  • Dataverse. 
  • Customer profiles. 
  • Unificação de dados. 
  • Entendimento de tracking digital. 
Automação 
  • Power Automate. 
  • Triggers baseados em eventos. 
  • Integração com Sales. 
Comunicação digital 
  • HTML básico para email. 
  • Boas práticas de entregabilidade. 
  • Consent & preference centers. 
Analytics 
  • Reporting nativo. 
  • Conhecimento de Power BI é diferencial. 
  • Métricas de funil. 
Integração 
  • APIs. 
  • Website tracking. 
  • Ferramentas externas (eventos, webinar, etc.)
Hibrido: 

Carnaxide (Zona Lisboa) ou Porto


Benefits

Os benefícios serão determinados após a definição das condições contratuais.

Information

Join a team that values your growth

We’re always looking for talented people who want to make an impact. If this role sounds like a good fit, take the next step — apply now and let’s build something great together.

Working at Biz means being in an environment where the pace is fast, but the support from the team makes all the difference. It’s a place where we learn every day, even through challenges — and there are plenty of them! 😊

What I value most is the openness to share ideas, the spirit of teamwork, and the constant drive to improve processes. It’s not always easy, but it’s always an opportunity to grow.

Joana Profano HR Administrator

I’m New to the Biz Team, and It’s Already Been an Amazing Experience!
Since day one, it’s been an incredible journey! The company has such a positive environment, with people always willing to help each other. I felt so welcomed right from the start, especially with the welcome gifts — #lovedit <3!

More than that, I feel useful, valued, and motivated to grow alongside the team. Thank you, Biz, for the opportunity!

Ana Nonato Data Analyst

Working at Biz Is Like Diving into a World of Opportunities
Here, we have the freedom to be creative, grow, and constantly learn through new experiences.

In my case, having moved from Brazil to Portugal, Biz has been more than just a workplace — it was a crucial pillar of support during my adaptation to a new culture. This environment gave me the strength to face the challenges of immigrant life with more ease and confidence.

I am immensely happy to be part of the Biz team and to contribute positively to the growth of the company and the amazing people who walk this journey with me.

Catlen Silva HR Supervisor

Working at Biz Was a Turning Point
I had never worked in a company focused on the IT sector before, so it posed a professional challenge for me. However, when I was contacted by one of the recruiters inviting me to a selection process, I was certain it was a place where I could learn and develop new skills...

Tatiane Santos HR Assistent

I’ve Been at Biz for Two Years, and I’m Very Proud of My Journey Here
This was my first 100% remote job, an opportunity I had always wanted that gave me geographic freedom. I was able to explore new places and cultures without giving up my work, which was transformative for both my personal and professional life...

At Biz, I’ve always had the space to contribute ideas and suggestions for improvement. The environment is collaborative, open to dialogue, and fosters innovation. I learn every day from a committed team and inspiring leaders who support our growth.

Daiany Leite Finacial Analyst

It’s the Kind of Job Where You Truly Dedicate Yourself Because You Believe in What You’re Doing Surrounded by people who have become your journey partners, it’s a fulfilling experience. At the end of each month, when you take a moment to reflect, you realize that beyond the financial return, you’ve gained more preparation, more confidence, and a professional and personal skillset that no one can take away from you.

Renata Fernandes Executive Board Assistant

It’s a Privilege to Be at Biz
More than just a place to fulfill our responsibilities, we find an environment of collaboration, a space to speak and be heard — in other words, a place to grow. Here, we encounter people who are humble rather than driven by egos.

I am grateful to be part of this team, where there’s room for us to build together through support but, above all, respect. The diversity of ideas is truly inspiring and contagious.

Thais Vasconcelos Talent Acquisition Lead

Working at Biz Means Innovating Every Day
It’s about challenging yourself and being valued for it. Here, we have a world of possibilities, and being in a space where collaboration is a core value makes all the difference in our daily lives at the company.

We feel appreciated, and we have a voice.

Pamella Berzoini Marketing Analyst