Real time marketing transition

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Posted on by ChewBackah

Hi all

Looking into the transition from outbound to RTM.

Currently 90% of our scenarios end with the action 'creat lead' in outbound marketing.

This is not an option in RTM.
Does anyone have a solution, will this be added in the (near) future?

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Leah Ju Microsoft Employee on at

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Hi Partner,

Do you mean this action in the customer journey?

Currently, there is no OOB action to create lead directly in the Real time marketing journey,

Maybe you can create a new idea through the below URL, then ask your colleagues to raise up the votes.
Ideas (dynamics.com)
As one workaround, you can try to use 'Active a custom trigger' action in the journey, which can trigger power automate flow, and you can create lead s in the flow.

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-custom-actions#trigger-power-automate-flows-from-journeys

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

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ChewBackah 7 on at

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Hi

Thanks for the reply, that was indeed our solution for now.
Just weird that Microsoft is removing capabilities without giving clear guidelines on how to replace them ;)

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Leah Ju Microsoft Employee on at

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Hi Partner,

Now, you can use this preview feature:

To use 'lead creation' in the RTM journey, an administrator needs to enable the feature switch in the settings. To enable the feature:

Go to Settings > Overview > Feature switches.

Enable the Journey-Lead and opportunity creation feature switch and select Save in the upper right corner.

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