Dynamics 365 Marketing: OBM to RTM Transition Playbook

with Jinal Makwana, Emanuel Caraza

The Real-time marketing module in Dynamics 365 Marketing was added alongside the Outbound marketing module in 2021, and features supporting it have been in rapid development ever since. We've created a comprehensive “Transitioning from Outbound to Real-time Marketing Playbook" that will guide you through the transition from Outbound marketing to Real-time marketing. It includes “crawl”, “walk”, and “run” methods to assist your transition and covers the important information you need to know.


  • 00:00 - Introduction
  • 02:04 - Chapter 1: Introduction
  • 07:12 - Chapter 2: Explore
  • 16:47 - Chapter 3: Transition

Dynamics 365
Customer Insights - Journeys