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We need to talk about.... D365 Marketing… Real Time Marketing

Next in my blog series on Release Wave 1 updates for 2022 is D365 for Marketing is Real-Time Marketing

Real-Time Marketing Blog

Dynamics 365 Marketing provides a real-time marketing suite that enables organisations to market to contacts in a real-time fashion with features such as event-based customer journeys, custom event triggers, and SMS and push notifications, organisations can trigger customer journeys in real-time, pick the right channel for each individual, and react to customer-led actions in the moments that matter.

Marketing home page

From the home page, we are greeted with some engaging collateral that will help marketers find their way around the solution.

Start with segments

As with the previous post that introduced the D365 for Marketing application we start today’s overview with the segmentation of data within our existing solution.

For consistency we are using the same segment we engaged with as part of overview of D365 Marketing post. Once the segment has been compiled or adjusted to reflect the needs of the real-time marketing process we need to consider the consent setting for each of our contacts within our contact list.

Consent Centre

Of course within Marketing it is necessary to ensure we are only marketing to people who have given us their permission to do so. How this is tracked and visualised in D365 Marketing is through the creation of a Consent record. This can be created manually as shown below, but in reality this will be automated as and when contacts update their contact preferences or register for Marketing materials.

Below is the visibility within the solution and the level of detail you can expect to see.


Next we move onto journeys and the journeys within Real-Time Marketing differ slightly from the traditional automated journeys we have already learnt about. Journeys within Real-Time Marketing consist of two different types.

Trigger Based – This journey type is based on specific triggers, some of which exist out of the box, others can ben built from templates or from scratch and saved back into the solution. The triggers can be anything from a contact checks in at an event, opens an email or submits a form on our website.

Segment Based – This journey is more aligned to the traditional, create a segment, target that segment process we have already learnt about.

Trigger Based Journey

To begin building our trigger baed journey we simply give the journey an appropriate name, choose a trigger event and then make in any conditions, i.e our trigger event could be an event check-in, and our condition could then ensure the contact has a valid email address

Segment Based Journey

With Segment based journey we select the target segment we want to market to and a schedule of when we want the engagement to begin.

From this point, regardless of the journey type selected the application provides an intuitive journey designer which is described in more detail below.

Build the Journey (Trigger & Segment based)

We build the journey using the intuitive journey builder which allows for the following actions and outputs.

Once we are happy with the design of our journey, we must publish. This will also validate the various stages of the journey and ensure that all required fields are populated, emails/text/notifications are appropriately published and no orphaned branches or processes exist.

Publish the journey


Within the journey window, you will be able to access some basic analytics and there is also a dedicated Analytics section.

The Analytics section provides a deeper insight into the performance of the current in-flight real-time marketing journeys. You can see reports on total journeys, the total inflow of communications, email engagement rates and as well text message engagement rates.

Custom Triggers

Lastly to cover all the functionality available within real-time marketing we are also provided with a means to customise the triggers that we have already built into our journeys. This is completed by selecting New and filling in the necessary fields.

The customer trigger screen is relatively simplistic and allows for the configuration of a title, description, and the attribute that will trigger the action.

Hope you all enjoyed this post on the D365 for Marketing overview I will continue this series with some additional content specifically relating to feature and functions within D365 Marketing. Take Care, Speak Soon!

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