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Customer experience | Sales, Customer Insights,...
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Event Management in Dynamics 365 for Marketing

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Hello Community,

I have the following questions related to event management in Dynamics 365 for Marketing, and would appreciate some pointers:

Q1. Can an event be managed by multiple users? What I would like to do is to be able to specify 1, or 2 or multiple users as managers of an event, so that only those individuals can edit event details, but other users can only view the event but cannot edit the event? Can this be done? and is this controlled via security roles?

Q2. For payment gateway integration with Dynamics 365 for Marketing, is it possible to pre-configure multiple payment options, and then when people create events in the future they can simply select which payment option they want to make available for their event? Can this be done?

Any feedback would be appreciated.

Thank you!

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  • Verified answer
    ShravanSuri Profile Picture
    1,255 on at

    1. Event is a Dynamics entity - so you can manage this behavior using Ownership and then entity permissions (and security roles). There is no specific Event Management implementation detail here, pure Dynamics.

    2. Absolutely. You can extend the system to integrate with multiple payment providers (docs.microsoft.com/.../event-payment-gateway and docs.microsoft.com/.../finalizing-registrations-for-paid-events) - and then pick the payment provider at the event level.

    Thanks,

    Shravan Suri

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