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Creating Real-Time Segments in Dynamics 365 Customer Insights-Journeys

March 20, 2026

Creating Real-Time Segments in Dynamics 365 Customer Insights-Journeys
A segment is a way to group leads, customers, or a targeted audience into a structured grouping based on key characteristics and attributes. This makes it easier to target specific groups of people with a more strategic and personalized type of marketing across campaigns and channels.
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Timeline: Move from Outbound to Real-time

March 05, 2026

Timeline: Move from Outbound to Real-time

While every business will approach the move from Outbound to Real-time in Dynamics 365 Customer Insights—Journeys a little differently, we've compiled two example timelines to help you conceptualize what key tasks we recommend completing during each phase of either a gradual or rapid transition.

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Checklist: Move from Outbound to Real-time Marketing

March 05, 2026

Checklist: Move from Outbound to Real-time Marketing

This checklist can help to organize and plans for the transition. It includes required initial configuration, migrating content, and considerations for the new functionality available in Real-time.

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