Dynamics 365 Home
-Applications
-Marketing App
-Real-time Marketing Event Journey creation example
Note: On September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights began to be sold together under a single product SKU called Dynamics 365 Customer Insights. The individual applications have been renamed Dynamics 365 Customer Insights - Journeys and Dynamics 365 Customer Insights - Data, respectively. For more information, see Dynamics 365 Customer Insights FAQs
Starting on September 1, 2023, new Customer Insights - Journeys customers receive real-time journeys features only. For more information, see Default real-time journeys installation. Many documentation pages currently refer to outbound features that may not be available or may work differently in real-time journeys. The documentation content is being updated to note whether it applies to real-time journeys or outbound marketing.
Outbound Marketing vs. Real-Time Marketing
...
Outbound Marketing
Segments
Live View (filter) of contacts
Runs automatically approximately every 10 minutes
Can be static or dynamics
Marketing Email
Customer Journey
Real-Time Marketing
Triggers
Captures a contact on some “event”
Application Decision Code is updated
Contact registers for an event
Can trigger based off a specific 1:N record (e.g. opportunity)
Email (not Marketing Email!)
Journey (not Customer Journey!)
References
Build journeys with Dynamics 365 Customer Insights - Journeys:
https://learn.microsoft.com/en-us/training/modules/build-journeys-marketing/Outbound Marketing customer journey training:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/create-simple-customer-journeyCreating a trigger based customer journey:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-trigger-based-journeyCreating customer journey emails:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-emailCreating a customer journey demo:
https://www.youtube.com/watch?v=QjjOz2VQOSUCreating a real time marketing customer journey demo:
https://www.youtube.com/watch?v=13Cb7fIGxo8