Event management

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

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.

Show: