Invite, register, and house event attendees

Applies to Dynamics 365 (online), version 9.x

[This topic is pre-release documentation and is subject to change.]

After your event is fully modelled in Dynamics 365, you're ready to start promoting it. The system provides many tools to help you do this.

Register attendees for events, sessions, and passes

Event registration enables attendees to sign up for your event and reserve their seats for specific sessions or tracks. It also helps you gauge interest in the event, and to signal demand to event planners for purposes such as capacity planning. Event managers can use registration records to evaluate in advance how many resources they'll need to have available, which sessions require larger rooms, or even whether a session should be canceled. Advance registration also enables attendees to be confident that their place is reserved for all the sessions they want to attend.

Each registration results in an event-registration record, which pulls together a registrant's profile, their passes, the sessions they'll attend, and, eventually, the sessions they did attend. Each registration record has a unique ID, which the system encodes into a QR code that you can print onto attendee badges and passes for quick scanning during the event. You'll find the QR code embedded in the registration record.

After an attendee is registered for an event, they can then sign up for individual sessions at that event, provided they have the right pass. Each pass allows the purchaser to register for any or all sessions in the track associated with that pass, but it doesn't register the purchaser for any of those sessions. Passes with no track assigned allow access to all sessions. Each session page in the event portal provides a registration button to eligible users (it shows "not available" to others.) As with events, each session registration results in a session-registration record, which links an attendee's contact record and event registration to a session. As with event registration, each session registration also has a unique ID for which Dynamics 365 automatically generates a QR code.

You can register attendees manually, by creating or importing new event registrations, session registrations, and pass assignments directly in Dynamics 365, or attendees can register themselves by using your event portal. More information: Import data

To view all current registrations and pass assignments, and to create them manually in the system, work in the following areas of Dynamics 365:

  • Events > Event > Event Registrations: You can view and create registrations for all events here. Each event registration connects a contact to an event and shows related information including contact details, passes assigned, sessions registered for, and more. Each record has a unique event-registration ID, which is also provided as a QR code.
  • Events > Sessions > Session Registrations: You can view and create registrations for sessions from all events here. Each session registration connects an attendee event registration to a session and shows related information. Each record has a unique session-registration ID, which is generated automatically when you save the registration and is also provided as a QR code. The event associated with each registration is established when you create the record, and can't be changed later.
  • Events > Passes > Attendee Passes: View and create pass assignments for all events here. Each attendee-pass record links an attendee event registration to a pass type. Each attendee pass has a unique ID, which is also provided as a QR code.

Invite contacts to your events

After your event is planned and set up, it's time to start promoting it! Dynamics 365 provides several tools to help you do this:

  • Create a marketing email message that includes an event block in its design. The event block creates a call-to-action button in your message that takes message recipients directly to your event portal. More information: Prepare marketing email messages and Event blocks.
  • Set up a customer journey that sends your marketing email message to all the relevant contacts, registers message interactions, and reacts to event registrations. More information: Use customer journeys to create automated campaigns.
  • Create banners and social media posts to promote your event. Include a link to your event portal in each post, and use the Dynamics 365 redirect-URL feature to create short URLs that register clicks with Dynamics 365 and instantly forward contacts to your event portal. You could create a different redirect URL for each social-media site, banner, or message, which would enable you to collect separate click results for each URL, so you can evaluate the success of each channel or initiative. More information: Set up redirect URLs

Book hotel rooms for staff, speakers, and guests

If your organization has set up hotels and room allocations for your event in Dynamics 365, you can view and create room bookings by going to Events > Logistics > Hotel Room Reservations. Each room booking links an event-registration record (and its associated contact) to a hotel room allocation set up in Dynamics 365. Each room allocation represents a block of rooms of a specific type (single, double, or suite) at a specific hotel during a specific event. After all the rooms in an allocation are booked, that allocation is considered sold out unless you can request more from that hotel. Room bookings don't specify a room number, just a room type (based on allocation) and a unique reservation number.

More information: Manage attendee logistics and accommodation availability

See also

Prepare marketing email messages
Event blocks
Create automated campaigns
Customer journey tiles reference
Set up the event portal
Create an interactive customer journey with triggers and signup