Real-time journeys transition resources

Important

The outbound marketing module is gradually being removed from Customer Insights - Journeys. To avoid interruptions, stop using outbound marketing and transition to real-time journeys. Learn more: Transition overview.

Use the following resources to transition from outbound marketing to real-time journeys in Dynamics 365 Customer Insights - Journeys. Contact FastTrack or your account manager if you have questions or need help.

Documentation

The following documentation pages cover transitioning specific outbound marketing functional areas to real-time journeys.

• Functional areas overview
• Channels and message sending
• Consent
• Consent management and double opt-in
• Customer Voice responses
• Emails and assets
• Event management
• Insights and reports
• Journeys
• Lead management and scoring
• Marketing pages and forms
• Personalization
• Segments
• Setup changes in real-time journeys
• Social posting and LinkedIn Lead Gen

Transition playbooks

The playbooks below give guidance on moving from outbound marketing to real-time journeys in written and video form.

• Transition from outbound to Dynamics 365 Customer Insights - Journeys playbook. The playbook covers:
  • Setting up journeys
  • Migrating your marketing artifacts
  • Identifying potential challenges
  • Retiring outbound marketing
• TechTalk: Dynamics 365 Customer Insights - Journeys: OBM to RTM Transition Playbook (video)

Blogs

These blogs give conceptual overviews of the benefits of moving your workflow to real-time journeys.

• Transition to real-time marketing and transform your Customer Experience - Microsoft Dynamics 365 Blogs
• Double Opt-In in Real-Time Marketing - Dynamics FastTrack Blogs
• Understanding consent management in Dynamics 365 Customer Insights - Journeys - Dynamics FastTrack Blogs
• LinkedIn Lead Sync Integration with Dynamics 365 Customer Insights – Journeys