Updated: November 1, 2016

Applies To: Dynamics Marketing


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 customer FAQ. You can also read the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

You must be a member of a team to view and edit information about an event in Microsoft Dynamics Marketing. Use this topic to understand about how to add a contact or delete it from the team, and add or reassign tasks to this contact.

Team versus Speaker/Staff

  • A contact that has an activity associated with an event is displayed on the Speakers/Staff tab of the event's dashboard.

  • To enable a contact to view the event using Microsoft Dynamics Marketing, the contact must be a Microsoft Dynamics Marketing user and be added to the event team.

  • A contact doesn't have to be a member of the event team to be a speaker or staff member.

To add a contact to the Team:

  1. On the Home tab, choose Settings.

  2. Under My Company, choose Teams.

  3. Click the Team tab.

  4. Click the New buttonNew button.

  5. Select a contact.

  6. Select a Role for the contact.

  7. Click Submit.

To remove a contact from a Team:

  1. Click the Team tab.

  2. Select the check box Check box symbol next to the contact you want to remove from the team.

  3. Click the Delete button. Delete button.

  4. Click OK.

To change a team member:

  1. Click the Teams tab.

  2. Click the contact you want to remove from the team.

    Microsoft Dynamics Marketing opens the Edit Team Member page.

  3. Select the new contact from the pull-down menu.

  4. Click Submit.

When you change team members, and click Submit, Microsoft Dynamics Marketing will prompt you to reassign all the tasks previously assigned to the team member to the new team member.

  • If you want to reassign the tasks, click OK.