SESSIONS LIVE CONTACT PLUS

All required and business-critical fields are available at the top of the page in the business workflow, where you can fill them out quickly and easily.

SESSIONS LIVE CONTACT PLUS

We recommend that you fill out the business-critical fields as well (select each business workflow item, then fill out the items marked with a blue plus sign). The first time you create a new event, you must specify values for each of the required fields (marked with a red asterisk). A standard business workflow for events is provided out of the box, but you can customize it to match the process in place at your organization. If you often run similar events, you can save time by creating one or more event templates and then choosing an appropriate template when you first create a new event.Īs with other forms in Dynamics 365, the event form provides a summary of its most important settings at the top, where you'll also find the business workflow timeline, which helps organize your work at each stage of the event-management process.

From here you can use the standard list-view controls to search, sort, and filter the list to find and open an existing event, or to create a new event record. You can see a list of all your event records by opening the Events work area and going to Events > Event > Events. When working in the event record, you'll be able to view and create most types of related records and everything that you do will automatically be related to that event. Though Marketing offers many views into other record types, you'll probably do most of your work directly in the relevant event record. Everything related to a given event will be stored either directly in the event record or in other records that are linked to that event. Create the root event recordĬreating an event record is the first step when setting up your event in Dynamics 365 Marketing. After you create the event record, you can set up your event team, manage speakers and sessions, set up event passes, and set up a venue. The record collects all of your planning details, gives links to related records, and provides a business-process timeline.

The event record guides you through each step of event planning. The event planning process in Dynamics 365 Marketing starts with creating an event record.

Sessions live contact