Dynamics Community Forum Thread Details

Hello Victoria,

You're right, Dynamics 365 Customer Insights - Journeys (CIJ) doesn't have a direct, out-of-the-box "deregister" or "cancel registration" button or process for event attendees. This is a common point of frustration for event planners.

However, you can achieve attendee deregistration using a combination of techniques and best practices. Here's a breakdown of the recommended approaches:

1. Using a Custom Marketing Form and a CIJ Journey (Recommended):

Concept:
- Create a dedicated marketing form for deregistration.
- Use a CIJ journey to process the form submissions and update the event registration records.

Implementation:
1. Create a Deregistration Marketing Form:
  - Create a new marketing form in CIJ.
  - Include fields to identify the attendee (e.g., email address, registration ID).
  - Add a "Reason for Deregistration" field (optional).
  - Add a submit button.
2. Create a CIJ Journey:
  - Create a new CIJ journey with a "Marketing form submitted" trigger.
  - Add a "Dataverse update" activity.
  - Configure the "Dataverse update" activity to update the event registration record:
    - Filter the records based on the attendee identification fields from the form.
    - Set the registration status to "Canceled" or a similar status.
    - Populate the "Reason for Deregistration" field (if applicable).
  - Add a "Send Email" activity, to send a confirmation email.
  - Go live with the journey.
3. Embed the Form or Link:
  - Embed the deregistration form on your event website or send a link to the form in your event communications.

Advantages:
- Provides a controlled and trackable deregistration process.
- Allows you to collect deregistration reasons.
- Automates the update of event registration records.
- Automates the confirmation email.

Disadvantages:
- Requires creating a custom form and journey.
- Requires the user to have internet access.

2. Using a Power Automate Flow (Alternative):

Concept:
- Create a Power Automate flow that's triggered by an email or other action.
- The flow updates the event registration record.

Implementation:
1. Trigger:
  - Use a trigger that suits your needs (e.g., "When a new email arrives," "When a button is clicked in a Power Apps app").
2. Dataverse Update:
  - Add a "Dataverse update" action.
  - Configure the action to update the event registration record, similar to the CIJ journey approach.
3. Email Confirmation:
  - Add a "Send Email" action.

Advantages:
- Provides more flexibility in triggering the deregistration process.
- Can be integrated with other systems.

Disadvantages:
- Requires Power Automate development.

3. Manual Deregistration (Less Recommended):

Concept:
- Manually update the event registration records in Dynamics 365.

Disadvantages:
- Time-consuming and prone to errors.
- Not scalable.
- No automation.
- Not recommended for high volume events.

Best Practices:

Clear Communication:
- Clearly communicate the deregistration process to attendees.
- Provide easy-to-find links to the deregistration form or instructions.

Confirmation:
- Send a confirmation email to attendees when their registration is canceled.

Data Tracking:
- Track deregistration reasons to identify potential issues and improve future events.

Automation:
- Automate the deregistration process as much as possible to reduce manual effort.

Status Management:
- Use a clear registration status field, to easily identify canceled registrations.

By using these methods, you can effectively manage attendee deregistration in CIJ.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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