Course Description

Dynamics365 Consultant

Events, Membership & Committee Instructor

Course curriculum

  • 1

    Event Management Overview

    • Functionality Overview

    • Using Unified Interface Navigation

    • Using Sitemap Navigation - Web Interface
  • 2

    Setup Entities/Reference Data

    • Event Categories and Sub-Categories Entities

    • Creating Pricelists for Events

    • Event Codes Entity

    • Event Venue Entity

    • Questions Entity

    • Program Entity

    • Sector Entity

    • Company Role Entity

    • Event Fields - Solutions Settings

    • Event Management Security Roles
  • 3

    Creating New Events

    • General Tab

    • Event Date Tab

    • Expenses Tab

    • Location and Contact Information Tab

    • Payment Details Tab

    • Event Participant Tab

    • Event Sessions Tab

    • Contributors Tab

    • Fee Schedule Tab

    • Footer Tab

    • Adding an Event Logo

    • Adding Event Questions

    • Defining Event Registration Rules

    • Adding Sponsor Information

    • Creating an 'Event Library'

    • Copying an Event
  • 4

    Event Fields on Account/Contact Entities

    • Account Entity

    • Contact Entity

    • Account Program
  • 5

    Using the Event Functionality within Customer Engagement

    • Creating Event Invitations

    • Manual Event Registrations

    • Viewing Event Bookings

    • Viewing Event Registration Answers

    • Viewing Event Invoices

    • Viewing Event Payments made via the Portal

    • Processing Waitlist Places for Events

    • Cancelling Event Bookings

    • CPD Records
  • 6

    Event Apps

    • 'Event Day' App

    • 'DXC Events - Scan Attendance' PowerApp
  • 7

    Additional Event Information

    • Event Email Templates

    • Document Templates - Barcode Templates

    • Event Workflows

    • Event Flows

    • Solution Plugins Described
  • 8

    Table Planning Add-On

    • Functionality Overview

    • Table Planning Fields - Solution Settings

    • Setting up a Table Planning Event

    • Setting up Table Planning Fees

    • Assigning Tables & Seats via the Table Plan

    • Viewing Table Planning Event Bookings

    • Processing Requests for Additional Seats
  • 9

    ClickDimensions Integration

    • Integration with ClickDimensions Event Management Solution