Question as it relates to the "Event" area in D365

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Posted on by CU14081458-0

I am looking into creating a workflow for possibly managing in-person events directly in the CRM "Events" area rather than using an external vendor like Eventbrite for example.

Right now event forms can only be created from within this area of the CRM and it looks like there are a few differences that I would like you to look into.

#1 - The form locks you into using contact records rather than letting you choose leads or contacts. Wondering if this will still create a lead record as that is an option during the setup process.

#2 - The contact company name field does not seem to be a choice I can use during the form builder process from within the event area. Why?

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PaulineKolde 732 Moderator on at

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Question as it relates to the "Event" area in D365

Hi,

for events forms in CI-J is will first and foremost always create a contact. That is why you can only choose the specific event registrations forms with contact fields. The toggle you show in your screenshot will additionally create a related lead. So when someone new registers, first a contact will be created and then a lead with the contact as the parent contact.

To your 2. question: That the company field is missing seems to be a default, i tested in on my environment as well. You can use the organization field (textfield) to store the company name. I suppose that that company field is not available as contacts will not be able to choose from the company list in the form. and forms also do not create new accounts, if they weren't found in the database.

Hope this helps!

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