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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / share an event with th...
Customer experience | Sales, Customer Insights,...
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share an event with the sales team

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Posted on by Community Member Microsoft Employee

Hello,

I am slowly becoming familiar with the Marketing platform so maybe it's a silly question!

I can't find a way to give access to the event i create to my sales team (without marketing licence).

I created an event, and I wanted to make some test in order to see how they could add some participants themselves during the event.

I tried to share the event to a sales person but he can't find a notification or anything mentioning the share.

I tried to make him an event team member, but same, can't find where to find the notification;

I tried to attribute a task directly from the event, that he can see in his task but can't click on the event !

and I made sure that he has an event planner security role but they don't have marketing licence (we can't give marketing licence to everyone juste to access event)

Is there a way for my sales team to access event i created ?!

thank you for your help.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: share an event with the sales team

    yes, on their sales platform they don't have an event menu as I have in the marketing place.

    I find a way to share it with them though, I didn't see I could copy the link toward the back office event via email.

    Even if it's not as easy to use as an event menu, at least they can access it through a link I can send to them.

    BUT ! I have another issue ! they can't add new subscriptions directly from it.

    My marketing coleague can, but the sales person cannot, event with event administrator role (I tried), they don't have the + new subscription.

    This was the easiest way i found to create a list of the persons they meet on our booth during congresses (to create then a segment in a few seconds) 

    is there an easy solution for them to be able to add new participant/subscribers ?

    Thanks!

  • Diana Roy Profile Picture
    Diana Roy on at
    RE: share an event with the sales team

    i understand, if the event is created within the business unit they belong to, it is expected that event planner role will be sufficient. docs.microsoft.com/.../admin-users-licenses-roles

    is the issue that they can not see the event at all?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: share an event with the sales team

    This gives access to the public website.

    but I would like them to have access on the backoffice from their dynamics platform in order to see every information I specified (organization team, contact, place..)

    and add participants they meet on our booth directly from there. With the public website we have to log again, it's not as simple as I would like.

    Do they need Event aministrator right to get access to my event from their Dynamics ? They have Event planner right but doesn't seem to do anything.

    Thank you for your help

  • Suggested answer
    Diana Roy Profile Picture
    Diana Roy on at
    RE: share an event with the sales team

    Hello, after you publish the event (click on Save and GO live), on the general tab, in first column there will be Event URL filled. you can copy this URL and share for testing.

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