Demonstrating Dynamics 365 Event Planning (Customer Insights)

Explore Dynamics 365 Customer Insights event management module in action. This walkthrough demonstrates how to efficiently manage your online and in-person events. See how to set up online events with Microsoft Teams, create registration forms and track registrants.

For in-person events, the demonstration covers organising sessions, managing speakers and sponsors, and handling event logistics.

Learn how this module integrates with Dynamics 365 real-time journeys to automate communications and reduce admin tasks. Whether you're new to Dynamics 365 or looking to understand how Customer Insights could enhance your processes, this video offers practical insights into simplifying event management workflows.

🕒 Timestamps:

0:00 Introduction
0:14 Planning a Microsoft Teams webinar
1:25 Sending event email invitations
1:46 Event registration forms and journeys
2:46 Registration and attendance
3:02 Managing in-person events
3:44 Venue management
5:26 Event agent and sessions
6:33 Event speakers
6:59 Sponsor management
7:39 Event logistics

If you want to learn more about Microsoft Dynamics 365 Customer Insights - Event Planning, contact ServerSys today. We'll answer your questions and help you explore how Customer Insights can benefit your organisations.

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[danielle]

Hi, do you know where the default event registration is stored? I can't navigate to it via the Forms menu where I expected it to be. Great video, thanks :)