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Becoming a Microsoft Dynamics 365 Marketing Functional Consultant

You're reading from   Becoming a Microsoft Dynamics 365 Marketing Functional Consultant Learn to deliver enterprise marketing solutions and insights to exponentially grow your business

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Product type Paperback
Published in Dec 2022
Publisher Packt
ISBN-13 9781803234601
Length 374 pages
Edition 1st Edition
Concepts
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Author (1):
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Malin Martnes Malin Martnes
Author Profile Icon Malin Martnes
Malin Martnes
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Table of Contents (17) Chapters Close

Preface 1. Part 1 –The Foundation of Dynamics 365 Marketing
2. Chapter 1: The Basic Configuration of Dynamics 365 Marketing FREE CHAPTER 3. Chapter 2: Managing Leads, Accounts, and Contacts 4. Chapter 3: What Are Segments and Lists? 5. Part 2 –Core Features of Dynamics 365 Marketing
6. Chapter 4: Managing Marketing Forms, Pages, and Websites 7. Chapter 5: Creating Marketing Emails 8. Chapter 6: Outbound Customer Journeys 9. Chapter 7: Real-Time Marketing Journeys 10. Chapter 8: Managing Events 11. Part 3 –The Microsoft Ecosystem Adding Value
12. Chapter 9: Dynamics 365 Customer Voice 13. Chapter 10: Power Platform 14. Assessments 15. Index 16. Other Books You May Enjoy

Creating and managing events

Dynamics 365 Marketing has its own area for event planning. Here, you can administer every event and everything surrounding an event.

You can create an event from scratch or from a template. On the main event page, you can also create your event template. The + New, + New from template, and + Create template options are shown in Figure 8.7:

Figure 8.7 – Active events and event creation options

When you create a new event, a blank record is opened. The mandatory columns are Event name, Event time zone, Event start date, and Event end date, as shown in Figure 8.8:

Figure 8.8 – Creating an event

If you don’t fill out these columns, you cannot save your event. We will circle back to webinars and locations in later sections of this chapter.

If your event has a maximum capacity (whether it’s an in-person event or a webinar), you can set Maximum event capacity. You can also turn...

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