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January 26, 2026

Dynamics 365 Real-Time Journeys Explained: The “For Dummies” Version

Remember those bright yellow For Dummies books from the 2000s? This post is a throwback in that spirit: plain language, no fluff. If you’ve been hearing about Microsoft’s “Real-Time Journeys” but don’t quite know what it means…this one’s for you.

Think of Real-Time Journeys (RTJ) as the difference between:

  • The Old Way (Outbound Marketing): You blast the same message to everyone at once (like mailing the same flyer to all your customers on Friday).
  • The New Way (Real-Time Journeys): The system reacts the moment a customer does something — and sends the right message, to the right person, at the right time.

Let’s break it down.

1. Triggers vs. Timers: How Real-Time Journeys Change Customer Engagement

Instead of waiting until Friday to send everyone the same email…

  • If a customer opens a quote but doesn’t sign it, RTJ can instantly send a reminder.
  • If a distributor’s shipment is delayed, RTJ can alert the customer and suggest alternatives.
  • If a prospect fills out a form on your website, RTJ can notify your sales rep right away and send a thank-you email.

It’s not about blasting; it’s about responding in the moment.

2. Real-Time Journeys Use Signals, Not Guesswork

Outbound marketing was like throwing spaghetti at the wall: send enough emails and hope something sticks.

Real-Time Journeys, on the other hand, listen for signals:

  • Clicks
  • Purchases
  • Form fills
  • Service tickets
  • Even IoT pings from connected equipment

Then it automatically chooses the next step, whether that’s an email, a sales task, a text, or a support case.

3. Scaling Customer Engagement with Real-Time Journeys Automation

For SMBs, this is huge: once you design a journey, the system runs it automatically for hundreds (or thousands) of customers.

  • No more “Did we follow up on that quote?” → RTJ already did it.
  • No more “Did we tell customers their part is back in stock?” → RTJ sent it instantly.

You set the rules once, and the system does the heavy lifting.

4. Why Microsoft Is Investing in Real-Time Journeys for SMBs

Even in traditional industries like distribution and manufacturing, buyers expect Amazon-like responsiveness: fast, personalized, and relevant.

  • Outbound = slow, generic, manual
  • Real-Time Journeys = fast, tailored, automatic

Microsoft knows SMBs don’t have armies of marketers. Real-Time Journeys is their way of giving you an always-on assistant that scales customer engagement without scaling headcount.

Real-Time Journeys Made Simple

In one sentence: Real-Time Journeys is like having a smart assistant that listens for what your customers do, then instantly responds with the next best action — no extra effort from you.

Curious about what Real-Time Journeys could look like in your business?

For small to medium sized businesses, this is your chance to modernize engagement without adding complexity. Bond Consulting Services can help you get started.

Let’s talk about Real-Time Journeys for your business.

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