Checklist: Move from Outbound to Real-time Marketing

What’s in this resource?

As you’re likely aware, Microsoft will be removing the Outbound Marketing module from Dynamics 365 Customer Insights - Journeys app on June 30, 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 and plans for the transition. It includes required initial configuration, migrating content, and considerations for the new functionality available in Real-time.

Feel free to download and share it!

Other resources for your transition to Real-time journeys

We have a host of other resources for anyone transitioning from Outbound to Real-time! First, we have a blog that that includes more detail about the items in the checklist. Read the blog!→

Plus, we have created an ENTIRE COURSE built entirely to help you move to Real-time. This course includes a ton of video and written resources (including this checklist!) that Syvantis either created or gathered from Microsoft documentation so you don’t have to go searching. This course is hosted on Syvantis Learn, our in-house learning platform. Read about or sign up for this course!→