To support such a transition, Microsoft has introduced the Segment Migration Solution, a Power Apps-based tool that helps marketers move their most important segments from outbound to real-time journeys.

Therefore, it is highly reasonable to use this tool while following the step-by-step transition instructions below:

Step 1. Set up the Segment Migration Solution

Download the Microsoft managed solution ZIP file.
Open the Power Apps environment where Real-time Marketing is set up.
Navigate to Solutions > Import Solution.

How To Transition Segments From Outbound To Real Time Marketing In Dynamics 365

4. Upload the ZIP file and follow the prompts.

moving Segments From Outbound To Real Time Marketing guide

5. When prompted, append your Customer Insights – Journeys app URL to complete the configuration.

D365 Customer insights journeys migration - guide

! Note. The installation process takes two to three minutes.

D365 Customer insights journeys migration - instructions

D365 Customer insights journeys migration - tutorial

Step 2. Launch the Segment Migration Tool

In the list of installed apps, locate the Segment Migration Tool.
Hover over it and select the Play button to launch.

! Note. Avoid clicking the app name, which opens it in the editor view.

D365 Customer insights journeys transition from outbound to real-time marketing

D365 Customer insights journeys moving from outbound to real-time marketing guide

Step 3. Select the segments and run the pre-check

The tool presents all outbound segments in your environment. Select one or more segments and run the Transition Pre-check.

D365 Customer insights journeys transition from outbound to real-time tutorial

! Note. This step validates whether each segment meets the criteria for migration.

Only eligible segments can proceed. If a segment fails the validation, the tool will explain why (e.g., unsupported logic or excessive member count).

How To Transition From Outbound To Real Time Marketing In Dynamics 365

Step 4. Migrate the segments

Once validated, select the segments you wish to migrate.

Dynamics 365 segments migration From Outbound To Real Time Marketing

! Note. The tool will recreate them in Real-time Marketing in the Draft state.

How To move Segments From Outbound To Real Time Marketing d365

! Note. This process includes basic personalization and structure, but not all outbound features will carry over.

Step 5. Publish the segments

In the final step, choose which migrated segments you wish to publish.

! Note. Only published segments can be used in live journeys. You may choose to publish selectively or in bulk.

guide how to move Segments From Outbound To Real Time Marketing