As you’re likely aware, Microsoft will be removing the Outbound Marketing Module from Dynamics 365 Customer Insights - Journeys app on June 30th, 2025. To prevent the interruption of your marketing efforts, you’ll want to work on getting your organization transitioned over to the Real-Time Journeys module within the next few months. This checklist can help to organize your thoughts and plan for the transition. There’s a simplified version with just the checklist items at the bottom. 

Both Gmail and Yahoo have recently implemented measures to ensure that bulk email senders provide an easy, visible one-click option to unsubscribe within all promotional emails. For businesses using Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing), ensuring compliance is super simple. In addition to the normal subscription center links with which you are probably familiar, Microsoft has added a new one-click unsubscribe feature.

Depending on where you’re located and where your clients or contacts are located, there are data protection laws you must adhere to. You may have heard of GDPR (or General Data Protection Regulation) that went into effect in 2018 within the EU. Other data protection laws include CAN-SPAM for email marketing in the US, and CASL in Canada. The details of these regulations are readily available online, so if you haven’t already, be sure to familiarize yourself and your marketing team with the laws you must follow depending on your and your clients’ locations. Consent management in D365 will help you adhere to whichever laws you must follow.

The general best practice is that all contacts must opt-in to receive marketing communications from you, but that they also have the ability to easily opt-out and revoke this consent at any time. So, how is marketing consent established, and how does Dynamics store it?

Microsoft has announced that on September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will be combined into a single product offering called Dynamics 365 Customer Insights. The new unified application will help users continue to deliver excellent customer experiences and harness customer data in ways that further brand loyalty and growth.

Although this sounds like a major change, there’s no need to panic. We’ve broken down everything you need to know about the unified app and how you can benefit from it.