Here are ten issues most companies face during the migration, along with what you can do to resolve them fast:

1. "Why are we even switching? Outbound works fine."

The advice: Educate your team. Show your employees how real-time unlocks instant personalization, AI-powered features, and better performance.

Real Time Marketing In Dynamics 365 - overview

2. "I’ve imported an email, but the formatting is off."

The advice: The import tool preserves layout and content blocks, but always double-check personalization tokens, styling, and compliance settings. Then, preview and test before using it in a journey.

! Note. Find more tips here: https://uds.systems/blog/email-transition-from-outbound-to-real-time-marketing/

How To Fix issues About Moving From Outbound To Real Time Marketing In Dynamics 365

3. "The segments don’t behave like they used to."

The advice: Real-time segments update dynamically. You will need to recreate static logic using behavior or attribute filters. Use Copilot’s natural language queries to simplify this process.

! Note. Find more tips here: https://uds.systems/blog/how-to-transition-segments-from-outbound-to-real-time-marketing-in-dynamics-365/

top 10 issues About Moving From Outbound To Real Time Marketing In Dynamics 365

4. "I don't see my segments after migration."

The advice: The segments migrated via the Segment Migration Solution appear in the draft state and are labeled "Migrated". You will need to publish them to use in journeys manually.

migration From Outbound To Real Time Marketing In Dynamics 365 - possible issues

5. “Some segments have failed migration, and I don’t know why.”

The advice: The pre-check tool will tell you why. The common reasons include static segments over 100 members, nested logic, or behavioral interactions. You can rebuild those manually using the real-time segment builder.

How To Fix issues About Moving From Outbound To Real Time Marketing In Dynamics 365 guide

6. “Why can’t I just copy and paste the HTML code of my outbound email or form into Real-time Marketing?”

The advice: Real-Time Marketing uses a structured, block-based editor to ensure responsiveness, accessibility, data binding, and compliance with consent and tracking settings. Simply pasting raw HTML from outbound assets can break styling, disable personalization, or bypass critical compliance elements. To preserve the layout and functionality, use the built-in Import tool for emails and rebuild forms using the real-time form designer.

migration From Outbound To Real Time Marketing In Dynamics 365 - copy and paste the HTML code

7. “The consent is inconsistent between modules.”

The advice: Use the new consent center and contact point consent records. Outbound-style checkboxes do not carry over. Make sure all forms, emails, and preference pages are connected to real-time compliance.

migration From Outbound To Real Time Marketing In Dynamics 365 - new consent center

8. “Reporting is broken after migration.”

The advice: Outbound reports and Power BI dashboards won’t work with real-time data out of the box. You will need to build new dashboards or use the combined analytics interface.

migration From Outbound To Real Time Marketing In Dynamics 365 - broken reporting

9. “The team keeps building new content in outbound.”

The advice: Once you have migrated the core assets, go to Settings > Versions and hide the outbound marketing. This action prevents the accidental creation of legacy emails, segments, and journeys.

! Note. If your team updates the outbound segment, re-run the migration tool to overwrite the previous version without affecting your quota.

migration From Outbound To Real Time Marketing In Dynamics 365 - new content in outbound

10. “We just don’t have time for this.”

The advice: Start small. Use real-time journeys for new campaigns. Let outbound journeys finish naturally. Do not wait until June 2025. You will avoid the deadline stress and get your team comfortable sooner.