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Microsoft

Manage events in Dynamics 365 Customer Insights - Journeys

Microsoft via Microsoft Learn

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Overview

  • Module 1: Create an on-site event with Microsoft Dynamics 365 Marketing. This module explains the process of initial planning, budgeting, promotion, and publication of an on-site event.

    • In this module, you will:

    • Learn about event websites, creating events, and managing events.
    • Follow step-by-step instructions for creating an on-site event.
  • Module 2: Overview of creating a webinar event in Dynamics 365 Marketing.

    • In this module, you will:

    • Configure webinar settings.
    • Connect event management to third-party webinar providers.
  • Module 3: Learn how to promote events, manage registration and check-ins, and review results in Microsoft Dynamics 365 Marketing.

    • In this module, you will:

    • Promote events and register attendees for your events.
    • Follow up after the event.
  • Module 4: Set up and manage recurring events and event templates in Dynamics 365 Marketing.

    • In this module, you will:

    • Create and manage recurring events.
    • Create an event template.

Syllabus

  • Module 1: Create an on-site event in Dynamics 365 Marketing
    • Introduction
    • Event website overview
    • Event business process overview
    • Create the event record
    • Manage sessions, speakers, and sponsorships
    • Configure registration options
    • Record additional information about the event
    • Manage event logistics
    • Publish an event
    • View the event website
    • Exercise - Create an on-site event
    • Check your knowledge
    • Summary
  • Module 2: Create a webinar event in Dynamics 365 Marketing
    • Introduction
    • Configure webinar settings
    • Create a webinar event
    • Create a webinar event using Microsoft Teams
    • Build the event registration form
    • Calendar integration for Microsoft Teams events
    • Check your knowledge
    • Summary
  • Module 3: Promote events, manage registration and check-ins, and review results in Dynamics 365 Marketing
    • Introduction
    • Promote your events
    • View and manage event registrations
    • Book hotel rooms for staff, speakers, and guests
    • View and manage event attendance
    • Follow up after the event
    • Check your knowledge
    • Summary
  • Module 4: Advanced event management features in Dynamics 365 Marketing
    • Introduction
    • Create and manage recurring events
    • Create an event template
    • Check your knowledge
    • Summary

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