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Customer experience | Sales, Customer Insights,...
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How to track events attended

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I am new to my role in my organization as the Recruitment and Outreach Manager. My responsibilities are to schedule and track events that will help increase enrollment into our program services.  We use Dynamics 365 and from what I understand, we do not have a tracking system for any events that we attend. Currently, events are tracked on a spreadsheet.

Does Dynamics 365 have an option or add-on that would allow me to track the following?

  • Event name
  • Event type
  • Date
  • Who from the organization attended
  • contact information for event organizer 
  • outcome from the event
    • how many people visited the table
    • how many inquiry cards were collected
  • rating of event
    • something that would allow us to determine if we should attend the event next time
  • Emilia06 Profile Picture
    72 on at
    How to track events attended
    Dealing with the same situation. Looking to just log events attended with the above metadata, not to organize events necessarily... 
    I don't see any immediate option in Dynamics 365. What did you end up using? Or did you create a custom entity?
  • Suggested answer
    Haig Liu Profile Picture
    Microsoft Employee on at
    RE: How to track events attended

    Hi AminMaghsoodi,

    If you are not an event organizer but only an event participant, it is difficult to get more data.

    https://learn.microsoft.com/en-us/dynamics365/marketing/followup-after-event

    If events are created by others in your environment, you can access these entities with higher privileges.

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