Event management

 

Applies To: Dynamics Marketing

Important

Microsoft Dynamics Marketing has been discontinued and is no longer available. All customer data related to this product has been permanently deleted from all Microsoft servers and is no longer available for extraction. This documentation is being provided for historical purposes only.

Use events to manage and plan marketing activities that take place at a specific venue or location, such as trade shows, conferences, exhibits, meetings, briefings, and more. Events are the hub around which many of Microsoft Dynamics Marketing's other functions revolve; they are one of Dynamics Marketing's basic units of work. The following table summarizes the major event-management features available.

Function	Description
Detailed event information	Dynamics Marketing keeps track of all the events that you have in a consistent format in one central place. Dynamics Marketing uses event briefs, a best practices technique, to document and plan events.
Notes	You can attach notes to each event so that all your information is in one place.
Financial information	Dynamics Marketing tracks all financial information associated with an event so you can see the total cost of an event compared to its budget.
Schedule	Keep track of important dates and times for events with a schedule.
Contacts	Create a contact list for each event. All the contacts you need will be right at your fingertips.
Facilities	Manage all the facilities needed for an event.
Staffing	Keep track of staff and who needs to be where, when.
Equipment/Materials	Track and manage all the equipment, brochures, and other materials you need to make your event happen.
Jobs	You can use this to make sure that all associated jobs are linked right to each event.
Tasks	See which tasks were performed, by whom, when, and what their results were. You can build and track all of the marketing activities associated with a product or service along with all the details of what went into executing the marketing plan for it.
Travel/Transportation	Keep track of itineraries for everyone involved.
Media	You can see which ads, mailing lists, and other media were used by whom and when. Dynamics Marketing builds detailed media plans and prepares media requisitions to make it easy to place media orders with vendors.
Shipping	Track all shipments associated with events, equipment and materials.

In this section

View events

Track lodging, setup rooms, and assign guests

Create attendees and view attendance

How event registration works

Set up a webinar, send invites and track responses

Track sponsorships and booth rentals

Manage activities of event staff and speakers

Equipment

Venues and facilities

Travel