5 Benefits to Managing Online Events with Dynamics 365 Marketing and Microsoft Teams

D365 Marketing Events and Teams Integration Blog Image

Whether it is webinars, training or networking events, audience expectations for online event experiences continues to rise. This includes creating and promoting an event, providing a smooth enrolment process, as well as an engaging live event experience and timely follow-ups.

Microsoft Dynamics 365 Marketing includes native integrations with Microsoft Teams to provide a robust platform for hosting online events. This can remove the need for a separate third-party webinar platform and allows all the elements of a online event to be managed from within Dynamics.

Top 5 Benefits to Using Microsoft Teams and Dynamics 365 Marketing for Online Events:

  1. Store event data in Dynamics 365
  2. Facilitate event registration from within Dynamics
  3. Create and automate well-designed customer journeys
  4. Track event owners, producers, presenters, as well as registrants and attendees
  5. Have the flexibility to choose the level of interactions

Let’s see how this works when creating and hosting events, as well as following up with registrants.

Setting up an Online Event in Dynamics 365 Marketing:

Integration between Microsoft Teams and Dynamics 365 has created the opportunity to host online events in Teams using different event streaming options to control interactions.

New Teams Live Events

Using “Teams Meetings” allows attendees to video and audio, and share content based on meeting permissions, and breakout rooms can be created, for a more interactive experience.

In contrast, “Teams Live Events” provides a traditional webinar experience by providing a one-way flow of information; attendees cannot share content including video and audio, and the audience can only interact by submitting questions using the Q&A feature.

A great benefit of using Teams to host online events, is having the ability to manage roles such as Event Owners, Teams meeting Owners, Presenters and Producers, to adjust the permissions assigned for those involved. This can impact users’ ability to present audio and visual content, moderate Q&As and control the live event. These can be assigned and adjusted in Dynamics 365 Marketing, and then “synced” to Teams.

Learn how Teams Live Events can be created and optimised in Dynamics 365 Marketing.

Promoting the Online Event:

Once the event is created, use marketing forms to collect event registrations and store this data in Dynamics. Place these forms on event registration pages and send links out to contact segments to promote the event. Build customer journeys to automate marketing communications, such as confirmation emails, an invite with a “Teams check-in” button to click on the day and reminder emails leading up to the event. This can all be done within Dynamics 365 Marketing and actions taken by registrants will be tracked, such as opening emails, page views and event check-in.

Post-Event Follow-Up:

Extend customer journeys to cover post-event follow ups, based on whether registrants attended the event or not. This is done using customer segments created based on the event data exported from Teams directly into Dynamics. Not only does this save you manually exporting attendee lists into spreadsheets, it can help shape follow-ups to provide an accurate and relevant experience.

Each segment will link to built-in, editable email templates, to personalise communication and customer journey orchestration. For example, send thank you emails to attendees with a recording link, and even use Customer Voice to send surveys and collect feedback. Follow-up with registrants who didn’t attend to share event information, to encourage them to consume this content and increase engagement.

Customer Journey for Live Events

Coming Soon...

Following an announcement from Microsoft, who are looking to further integrate Microsoft Teams and Dynamics 365, there is more functionality on the way to making the handling of online events easier.

Users will be able to create webinars and branded registration pages in Teams, as well as manage participant registrations before heading over to Dynamics Marketing to design personalised and automated participant journeys. The path they take on the journey can be set using triggers such as registration, attendance and other user behaviour in Teams. New registrations functionality includes being able to approve, decline and waitlist those who have applied.

Find out more about plans to enhance Teams integrations with Dynamics Marketing, and other customer engagement modules: Sales, Customer Service and Field Service.

Discover Microsoft's Plans for Advanced Integration Between Microsoft Teams and Dynamics 365.

Also read our highlights post, to learn more about other 2021 Release Wave 2 announcements for Dynamics 365 and the Power Platform, covering Power Apps, Omnichannel Voice, Power Automate and Dynamics 365 Sales, Customer Service, Field Service and Marketing.

Highlights of the 2021 Release Wave 2 for Dynamics 365 & Microsoft Power Platform.

Interested in Using Microsoft Teams for Online Events?

Integration between Microsoft Teams and the Event module in Dynamics 365 Marketing, provides users with functionality to easily create online events, manage the event, co-ordinate follow-ups, all whilst securely storing the data in one place.

If you’re interested in learn more about how you create and manage online events in Dynamics 365 and host them in Teams, contact us now.

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