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Sometimes I forget to blog so here goes with one that will start a series on Dynamics Marketing Events.
For the past 3 years, we have run Scottish Summit's marketing using other ISV platforms and wanted to go all-in on Dynamics Marketing after seeing what it can actually do.
What use is a system without any pre-existing data? I took a backup of all data from our previous Dynamics system and thought it would be easy enough to just pop that data back into the new tables........... This was a bit of a lack of planning really.
So from the existing Dynamics 365, I exported
Leads, Contacts, Accounts, Events, and Event Participants.
The next step was just to import the data and I am ready to go right? Well kind off
So in true Mark fashion once I started I couldn't really put it down until I was satisfied.
Now, remember my sources were the previous Dynamics? Well, that escalated quickly. We added in data from Sessionize & Eventbrite and broke it down a little more
We now have the following data sources
Dynamics - Contacts, Accounts & Leads.
Sessionize - Speakers, Sessions & Events.
Eventbrite - Event Participants.
The logistic import order is
This was stage 1. I did a little prep work and ran a dedupe on contacts by emails address and will be using the email address as the matching criteria for everything............
We then move onto the events and content around them
Next, we have the event participants which links the contacts to the events.
This was a simple 2 fields. Attendee email and event name, the import was matched on the contacts email address and we have lift off.
That was over 6,000 registrations linked to all the events (this was the easiest part)
I now have a Microsoft Dynamics for Marking Instance that has data from all the previous events with all the attendees
Next, I will be looking at the Buildings, Rooms, Event Vendors, and Hotels.
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