Looking for a way to manage outreach, registrations, and attendance/participation for specific events or initiatives

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Posted on by TXWorkforceLiaisonGuy

Hello All - I am the Sr, Business Development Liaison for the North Central Texas Workforce Board and I am the Dynamics 365 CRM admin for our unit. A few times a year, we have events for Career Exploration, or Hiring Veterans and they are usually same time and place every year. We also have initiatives such as Teacher Externship programs where we ask our employers in the region to host a few teachers for a week in the summer so the teachers can go back to their schools and adjust curriculum to meet the demands of the industries in North Texas.

I am looking for a way for my team to be able to easily track who we invited, their responses, who registered, and who took part. I want to be able to have this as a separate entity or form so you can view historical data year after year. I apologize if this does not make sense, it is basically a spreadsheet with a new tab for every year, and event but on CRM

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Adrian Begovich 21,009 Super User 2024 Season 2 on at

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RE: Looking for a way to manage outreach, registrations, and attendance/participation for specific events or initiatives

Hi Adam Kern,

The Dynamics 365 Marketing event planning and management feature can be used for initial planning and budgeting through promotion and publication, attendee registration, webinar broadcasting, final analytics, lead generation, and evaluation of ROI. The Dynamics 365 Marketing application works seamlessly with Dynamics 365 Sales and is a good fit for your requirements.

For more information on the Dynamics 365 Marketing event planning and management feature read this article.