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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Transition from Outbou...
Customer experience | Sales, Customer Insights,...
Answered

Transition from Outbound to Real Time

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Posted on by Chris1968 343
Hi,

Would the transition from Outbound to Real Time be hindered if my Live Environment app is still showing Marketing but my Dev app is displaying Customer Insights - Journeys.

      

I do have the option to move from one to the other in my Live app.  I assume I would just need to add the Accounts section in the form designer as it isn't currently an option??
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Dynamics 365 Customer Insights - Journeys
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  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at
    Do you want to update App name ?
  • Chris1968 Profile Picture
    Chris1968 343 on at
    Hi,

    I'm still working in the Dev environment making the transition changes, then I assume would move it to my UAT environment before moving it to my Live Environment.

    Would the app name change, with the promoted versions through the environments or would these need to be changed manually.

    Would you know of any videos or easy to read guides that would assist the transition of existing Marketing Emails, Customer Journeys, etc, being used currently in the Outbound module to the Real Time module??
  • Verified answer
    Fiona_Tiernan Profile Picture
    Fiona_Tiernan 461 Moderator on at
    Hi Chris,

    Regarding migrating across your assets, I found the below article helpful in determining what I could import across, verses what Microsoft recommends we create from scratch in the Real-Time area:
    https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/transition-walkthrough-segments

    Here are some other articles / website blogs I found helpful regarding the transition from Outbound to Real-Time:

    https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/transition-overview
    https://meganvwalker.com/

    If this answer is helpful, please consider marking it as verified.

    Kind regards,
    Fiona
  • Chris1968 Profile Picture
    Chris1968 343 on at
    Hi,

    Thank you for the links.

    I'll go through them and see what is required from the business

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