All New Dynamics 365 Marketing Event Management

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Introduction

The Event Management module has been introduced for marketing within Microsoft Dynamics 365. In this post, we’ll review the application’s features to demonstrate some capabilities that Dynamics 365 Marketing Event Management can provide to easily and efficiently manage all types of events.

Dynamics 365 Marketing Event Planning and Management

The event planning and management module helps organizations manage all their events, even the complex ones. It starts with initial planning and budgeting and continues through promotion and publication, attendee registration, webinar broadcasting, final analytics, lead generation, and ROI evaluation.

Set up an Event:

Through event management, you can easily set up an event with all its required details in no time & edit your event information.
Infographic show the Set up an Event in Dynamics 365 Marketing

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Not only that, you can also set up session-level registration to give attendees ability to assemble their own events from among all available sessions.

Infographic show the set up session-level registration

Set up Waitlist:

The maximum capacity can be assigned to each session or event. When the number of registrations reaches that capacity, the system won’t accept any more active registrations, but you can still allow new registrants to add themselves to a waitlist.

You can also configure manual or automatic event invitations for the waiting list. These invitations are sent when reservations are canceled. Waiting list members can confirm their attendance as they receive reminder invitations.

Further reading: Improving the Customer Journey with Dynamics 365 Marketing

Event Portal:

Finally, I’d like to list my favorite feature that Microsoft has introduced as part of Event Management.

The event website provides an online resource where people can read about an event and its speakers, create an account, register, purchase passes, view session schedules, and more.

Not only that, you can set up registration forms that are presented on the event website, and If you’d like to receive additional information from attendees, such as special needs, food allergies, or even their preference for a gift, all that can be added as extra custom fields on your registration form.

You can set it up with just a few clicks while configuring the event record.

Further reading: Transforming Data into Insights: Reporting and Analytics in Dynamics 365 for Marketing

Infographic show the Event Portal

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Conclusion

Dynamics 365 for Marketing Event Management is a powerful module for managing any organization’s events. We went through some of the features, but there is much more, including: 

  • Managing event sponsorships. 
  • Create and manage recurring events. 
  • Create and use event templates. 
  • Manage attendee logistics and accommodation availability. 
  • Set up online payment for events. 
  • Follow up after the event. 
  • Record and view financial information for events. 

I highly recommend you visit the Microsoft site to find all Dynamics 365 for Marketing Event Management capabilities.

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