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Getting started with event management in Microsoft Dynamics 365 Marketing

by Stefano Tempesta
CTO, Microsoft Regional Director & MVP, Connecting Software

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.


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

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About Stefano Tempesta
Stefano Tempesta is CTO at SXiQ, a Microsoft Regional Director, MVP on Azure, AI and Business Applications, and co-founder of 365 Community, a non-profit organization whose mission is to empower communities around the world with better ICT processes for customer relationship management (CRM) and customer service, using modern technology. A technology manager with 20 years of international experience, entrepreneur CTO and advisor for start-ups in Australia, Singapore and Switzerland, Stefano is an author, a public speaker, a blogger, an event organizer and an ambassador of beautiful software. His interests extend to microservice architectures, blockchain, IoT and A.I. related technologies.