Sessions or event schedule

 

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.

An event's schedule consists of its sessions which occur at different times and places. Users can enter each session once and view the event's schedule by:

  • Session

  • Track

  • Date/Time

  • Facility 

The Sessions tab displays all the sessions that are available for an event. To create a new session:

  1. Open the Event dashboard.

  2. Click the Sessions tab.

  3. Click New button. New button.

  4. Enter the information.

  5. Click Submit.

    Field

    Description

    ID

    Microsoft Dynamics Marketing assigns a unique ID number to each session.

    Status

    Select the appropriate status of the session. (Optional)

    Name

    Enter a name for the session. Required.

    Track

    Enter the track. A Track is a logical grouping of related sessions. (Optional)

    Venue

    Select a venue for the session. (Optional)

    Facility

    Select a facility for the session. (Optional)

    Description

    Enter a description of the session. Enter a description of the session. (Optional)

    Start Date/Time

    Enter the start date and time for the session. Required.

    End Date/Time

    Enter the end date and time for the session. Required.

    Time Zone

    Enter the time zone of the session. Required.

    Capacity

    Enter the capacity of the session.(Optional).

  6. Click Save.

    Microsoft Dynamics Marketing displays the Session dashboard.

  7. Click New New button on the AV tab of the session.

  8. Enter the required information, click Submit.

  9. Click New button New button on the Food and Beverage tab of the session.

  10. Enter the required information, click Submit.

  11. Click New button New button on the Setup tab of the session.

  12. Enter the required information, click Submit.

Microsoft Dynamics Marketing enables Administrators to setup User Defined Fields. More information: Configure user defined fields

To setup User Defined Fields:

  1. On the Home tab, choose Settings

  2. Under Administration, choose Languages.

  3. Click the Language, for example, English (United States). Three columns appear.

  4. In the first column, click the area that you’d like to add a UDF to, for example, Lead Management. This will filter the results.

  5. Type user in the Search bar and click Go.

    Anything with the word User appears. User Defined fields typically end with User # (user and then its corresponding number)

  6. Replace the Site Label text with the desired name for the field.

  7. Click Save.  

    System_CAPS_noteNote

    You can hide an enabled UDF. This will remove the field from the page but will retain the field data. Follow the exact same steps as described above except that you must replace the Site Label with the Default Label text, then click Save.

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