Track sponsorships and booth rentals

 

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.

Microsoft Dynamics Marketing lets you track details about sponsorships and booth rentals by event participants and exhibitors. Each specific item is called a sponsorship item. Use the Item Wizard to create sets of similar items.


  1. On the Home tab, choose Marketing Execution.

  2. Under Event Management, choose Sponsorships.

    Microsoft Dynamics Marketing shows a summary of available sponsorship items and their status.

  1. Type in a word or phrase into the Search bar.

  2. Click Go.

Click any column heading to sort the list using in alphabetical order; click it again to sort the list in reverse alphabetical order.

  1. Click the Search/Filter button to toggle from search (default) to filter.

  2. Select the information you want to use as a filter by clicking the Filter On drop-down menu.

    Microsoft Dynamics Marketing displays the filter categories that are available.

  3. Click the Value drop-down menu to choose the value that you want to filter on.  

  4. Select a date range, or enter a custom date range.

  5. Click Go.

Click Clear to remove the filter.

  1. Click the New New button button.

  2. Enter the information.

  3. Click Submit.

  1. Click the Wizard Wizard button button.

  2. Enter the information.

  3. Click Submit.

  1. Select the item you want to reserve by clicking its check box Check box symbol.

  2. Click the Reserve button Mark Completed button .

    Microsoft Dynamics Marketing displays a page that lets you select the exhibitor/sponsor.

  3. Select a contact.

  4. Click Submit.

  1. Select the reservation you want to cancel by clicking its check box Check box symbol.

  2. Click the Cancel button.

  1. Select the item you want to invoice by clicking its check box Check box symbol.

  2. Click the Invoice button.

    More information: Prepare invoices for clients for items, services and media

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