Event Planning and Management Features Within Dynamics 365 for Marketing
The planning and management of live events and webinars are a strategic activity for most sales and marketing departments. One of the most impressive features of Dynamics 365 for Marketing is how events and webinars are created and managed centrally within the system. Everything from initial event planning and budgeting through to promotion and publication, attendee registration, webinar broadcasting, final analytics, lead generation, and evaluation of ROI are all contained within the system.
Key event-management features include:
This blog will review the event management feature of Dynamics 365 for Marketing and go through each of these features in further detail.
The General tab allows you to see and edit your basic event information such as Event Name, Event Type, Format, Event Start Date, Event End Date and many other information that can guide you through each step of event-planning process.
Through the General tab you can also define the Maximum Event Capacity and whether your Event will have Waitlist or not.
This information will help you to control and manage how many contacts can register for your Event and once the maximum capacity is reached contacts can be redirected to the waitlist. If and when a contact cancels their registration, contacts within the waitlist can be automatically registered for this event.
The Agenda tab allows you to see and edit the details about your schedule of sessions happening during your event. Through this tab you can manage the following key elements:
Registration and Attendance
The Registration and attendance tab allows you to see and edit who is registered for the event, who attended, and who canceled their registration. For those who attended the event, it is possible to create check-ins records. Through this tab you can manage the following key elements:
As an output of this tab it is possible to obtain at least 4 very important lists that event managers are always keen to have.
The Registration and attendance tab allow you to see and edit your event team, record general information, goals, and financial details. Through this tab you can manage the following key elements:
The Post Event tab allow you to see and edit your post event actions. Through this tab you can manage the following key elements:
Event Live Web Page
One of the most impressive features available in Dynamics for Marketing is the integration with Dynamics Portals. This integration allows you to publish Web Page online with a simple click on “publish” button or in the case of an event you only need to change the status to Live.
Once the event is live, Dynamics for Marketing provides you an URL which you can send to your contacts through email marketing or host on your website.
The event web page is automatically created based on the information provided within the event record, so your contacts can see event date, sections, section track, speakers, passes, sponsors and register for the event. The whole page is literally built automatically with the event information!
Top page with Event Image and Register Now button.
Middle page with Sessions, Session Tracks, Speakers and Pass Information tab information.
Bottom page with sponsorship list
Event Registration form.
Dynamics for Marketing Event Management is a powerful tool that helps you to plan and manage your event. It provides superior features to improve quality and productivity by centralizing the information in one place that can be shared with the whole company and easily distributed for the target audience.
Easy, clean and accurate way of plan and manage events!
Want to Find out More about Dynamics 365 for Marketing and how it can transform your marketing efforts? Register for our upcoming webinar on 26th June – “Introducing Dynamics 365 for Marketing”, hosted by Dynamics CRM consultant, Miquel Alves.