Getting started with event management in Microsoft Dynamics 365 Marketing

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Editor’s Note: To learn more about event management in Dynamics 365, join the author for a webcast on April 1.

In this period of isolation, the possibility to reach your clients and staff virtually is sometime key to survival in your business. Live events and webinars are often a vital sales and marketing channel, as well as a training delivery tool for your personnel and customers. But organizing and running events can be very complex without the right tool. Dynamics 365 Marketing offers a rich event management feature that can help you with every step you need to arrange, execute, and follow up on public and private events, from initial planning and budgeting through promotion and publication, attendee registration, webinar broadcasting, final analytics, lead generation, and evaluation of ROI.

It all starts with an Event record

There are many key features that you want from an event management tool, including a simple process for creating and managing an event, its delivery type, its schedule and duration, etc. Session, track and speaker management, seamless contact registration and check-in process, potential feedback surveys and follow-up emails are just a few of additional capabilities you are looking for and Dynamics 365 offers all of these out of the box in its Marketing product.

So, how do I start? Assuming you sorted out your licensing requirements, you can access your events and registrations from the Marketing app in the Event section on the left-hand side navigation pane.

Microsoft Dynamics 365 Marketing event management

From here, you can see all your active events and then plan for new ones.