Introduction
Microsoft Dynamics 365 Customer Insights - Journeys offers end-to-end event management. From initial planning through promotion, Dynamics 365 Customer Insights - Journeys is your single source for event planning and implementation for in-person and virtual events.
Customer Insights - Journeys collects event management features of Microsoft Dynamics 365 into their own work area to help simplify your task of finding relevant entities and settings while you're focusing on events. To access these features from within Customer Insights - Journeys, expand the work-area menu in the lower-left corner of the side navigator and select Events. In the Events work area, you can go between event-related entities by using the side navigator.
To view a list of your event records, open the Events work area and then go to Event planning > Events. On this page, 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.
The system stores every event-related action that you take directly in the event record. Alternatively, the system stores the event-related action in other records that are linked to that event. The main body of the event record page is organized into tabs, which you can navigate by using the provided links near the top of the page.
Tabs on the event record page include:
General - View and edit your basic event information.
Agenda - View and edit details about the event schedule (sessions and session tracks), speaker engagements, and sponsors.
Website and form - Decide where you want attendees to register for your event and to create or select registration forms.
Registration and attendance - View who registers for the event, who attends, and who cancels. You can also manually create registrations and check-ins in this tab.
Additional information - Set up your event team and record general information, goals, and financial details.
Room reservations - View a calendar that shows the rooms that are assigned to the currently displayed event and its sessions. Unreserved rooms and events or sessions without assigned rooms aren't shown.
Recovery items - View and investigate error tracking in event workflows.
Related - Provides links to event-related topics, ranging from activities to speakers. If you select a topic in the related menu, a new temporary tab for that topic appears to the left of the related menu.