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.
With an even stronger focus on usability and ease of use, Real-time marketing includes trigger-based customer journeys, custom triggers, and SMS and push notifications. In addition to segment-based marketing, it allows you to trigger customer journeys in real time based on the signals and rich profile data you collect from your customers, pick the right channel for each individual, and connect in the moments that matter with the ability to support higher volumes of communications.
The real-time customer journey orchestration canvas lets you visualize your entire customer journey and includes Sankey diagrams so you see how customers are interacting with your brand and how you may want to improve processes to better serve your customers.
“So how do I take advantage of the benefits Real-time marketing offers?” I’m glad you asked.
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:
- How to set up and configure Dynamics 365 Real-time marketing
- How to migrate your marketing artefacts
- How to identify potential challenges
- How to retire the use of Outbound marketing
Transitioning to Real-time marketing
The Transitioning from Outbound to Real-Time Marketing Playbook provides an overview of the main features available in Dynamics 365 Real-time marketing and guides you in your transition from Outbound to Real-time marketing.
Chapter 1: Introduction
- Understand the benefits of the Real-time marketing
- Get a functional comparison between Outbound and Real-time marketing
Chapter 2: Explore
- Develop a strategy for transition
- Understand the items and techniques needed for transitioning
Chapter 3: Transition
- Plan and execute transition
What you will need
Content in this playbook requires a basic understanding of Dynamics 365 Marketing solution and expertise in marketing practices.
Call to action
Download and use this playbook to help you gain the value of all the new enhancements and features of Real-time marketing by transitioning your current Outbound marketing deployment. We regularly update the playbook content to reflect the latest release changes. We last updated the playbook on January 24, 2024.
For any questions or support, you can check slide 46 in the playbook for various contact options. You can also leave a comment below and we will get back to you.
