How To Get Started With Event Management In Microsoft Dynamics?

There is no denying the fact that live events and webinars go a long way to connecting with prospects, customers, and even employees of your organization. However, organizing live events and webinars can be overwhelming in the absence of a seamless platform.

This is where Dynamics 365 Marketing steps in and helps you plan, arrange, execute, and follow up on private and public events. Whether it is about webinar broadcasting, final analytics, registrations, promotions and publications, lead generation, or the evaluation of ROI, Dynamics 365 Marketing can literally help you with anything and everything.


One of the best things about Dynamics 365 Marketing is that it lets you explore a wide range of purpose-driven tools, strategies, and features. They help you leverage a simple and easy-to-implement process to create and manage events. The best thing is that you can always count on Dynamics 365 Marketing for seamless contact registrations, check-in process, speaker management, event tracking, follow-up emails, feedback surveys, and much more.


The process of creating an event with Dynamics 365 Marketing is quite simple: you need to create an event record and then enter the information for each step of the event planning process. The event record will then gather all of your event details while generating links to related records.


Once the event record gets created, you have the complete liberty of entering details of sessions and speakers, identifying ways to register attendees, and issuing event passes. You can even utilize the Event Management Dashboard offered by Dynamics 365 to access a wall feed for all the efforts and activities that are associated with the related records of the event like online payments (if any), vendors, sponsors, and registered vs. waitlisted delegates.


Using Dynamics 365 Marketing, you can even create an event website that can be accessed by interested attendees to learn more about the event, sessions, speakers, timings, and much more. Attendees can register for the entire event or even granularly for each event session.


Need help with creating and hosting an event in Microsoft Dynamics 365? Call or email us at C.I.G Consultants now.


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