In the evolving customer engagement experience, businesses need tools that respond to customer behaviours instantly and deliver highly personalized experiences across multiple channels. Dynamics 365 Customer Insights – Journeys Real-Time Marketing takes customer engagement to the next level, introducing a range of advanced features that go beyond the capabilities of traditional Outbound Marketing. Real-Time Marketing empowers businesses to create meaningful and timely connections with their audience by leveraging real-time triggers, AI-powered insights, and multi-channel outreach. Below is an overview of the standout features that set Real-Time Marketing apart. For more information, please check the link.
1. Improved Automation and Event Triggers
- Custom Event Triggers: Real-time Marketing allows you to trigger customer journeys based on real-time events, such as website visits, cart abandonment, or form submissions.
- Dynamic Workflow Automation: Adapt customer journeys dynamically to real-time customer behaviours, improving relevance and engagement. Raise triggers from a journey to run another journey or Power Automate flow.
2. Enhanced Consent Management
- Granular Consent Preferences: Enables the capture and management of detailed customer consent preferences across multiple channels. Consent management overview.
- Real-time Consent Validation: Automatically validates consent compliance in real-time before sending messages, ensuring adherence to GDPR, CCPA, CAN-SPAM, and other compliance regulations.
3. Advanced Personalization
- Dynamic Text and Conditional Content: Personalize messages at scale using customer-specific data and conditions for better engagement. Personalize content.
- 1:1 Customer Targeting: Tailor communications to individuals based on real-time insights and actions.

4. Multi-Channel Outreach
- Expanded Channel Support: Communicate via email, SMS, push notifications, and custom channels like WhatsApp or Telegram.
- Custom Channels: Developers can integrate new channels seamlessly using APIs and webhooks. Define an extended configuration entity for the channel instance.

5. AI-Powered Features
- AI-Driven Run-Time Channel Optimization: This feature uses AI to determine each customer’s most effective communication channel, optimizing engagement by selecting the preferred channel in real-time. More information about Use AI-driven run-time channel optimization.
- Copilot for Journey Creation: Copilot assists in creating marketing journeys using natural language input, streamlining the process by generating journey suggestions based on your descriptions. More information about Preview: Copilot – Create journeys using AI assistance.
- Copilot Features Overview: An overview of various Copilot capabilities, including AI assistance in segment creation, email drafting, and image recommendations, to enhance marketing efficiency. More information about Copilot features in Customer Insights – Journeys.
6. Journey Orchestration Across Platforms
- Cross-Platform Integration: Coordinate journeys across Dynamics 365 apps like Sales, Customer Service, and Power Automate.
- Omnichannel Campaigns: Seamlessly interact with customers across multiple touchpoints and platforms. For more information, please check the link.
7. A/B Testing
- Real-Time A/B Testing: Test variations of content, subject lines, or messages in real-time and dynamically select the best-performing version. Check for more information on A/B tests in Dynamics 365 Customer Insights – Journeys.

8. Enhanced Analytics and Reporting
- Real-Time Metrics: Access campaign performance data as it happens, including engagement rates, drop-offs, and conversion metrics.
- Predictive Revenue Metrics: AI provides insights into potential revenue impact based on active campaigns.
9. Advanced Segmentation and Insights
- Unified Profiles: Leverage the Customer Data Platform (CDP) for a 360-degree view of customer interactions and preferences.
- AI-Driven Insights: Analyze customer behaviour patterns and segment audiences more effectively for better-targeted campaigns.
10. Integration with External Systems
- API and Webhook Support: Easily integrate external systems to automate workflows and enhance functionality for more information on defining custom APIs with Dynamics 365 Customer Insights – Journey.
Key Differences from Outbound Marketing
- Real-Time Interaction: Real-Time Marketing responds immediately to customer actions, while Outbound Marketing focuses on pre-scheduled, batch campaigns.
- Personalization at Scale: Real-time marketing provides dynamic and conditional content for hyper-personalized experiences.
- Omnichannel Capability: Includes expanded channel support like push notifications and APIs for custom channels.
- Enhanced AI Features: Copilot and AI-driven insights enable more effective and efficient marketing campaigns.
By embracing these cutting-edge features, businesses can deliver timely, relevant, and impactful marketing campaigns, ensuring stronger customer engagement and loyalty in today’s fast-paced digital world.