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How to best track trade shows/conferences that we're attending, but not running?

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Posted on by Community Member Microsoft Employee

Hi,

What's the best way to track events (ie. trade show) that we are attending but not running. Specifically:

Meetings or appointments scheduled by Sales ahead of events;
Engagement (open, click etc) with promotional campaign "We'll be at XYZ Trade Show";
Leads captured at event (ie. on the booth);

I wonder whether the Event Management feature is not the right place for this as it seems that it's more suited to organising owned-events.

Thanks,

Nils

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KTitus92 55 on at

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RE: How to best track trade shows/conferences that we're attending, but not running?

Hi Nils,

One way we have worked around D365 Marketing for events related to tradeshows is to create a "Lead Source" in D365 Sales and apply that to all related records. We upload the appointments, meetings, and leads captured at the event as "Leads" in D365 Sales.

This leads to heavier lifting with dashboards, reports, and compiling results.

We are also testing out Marketing Events to see how they can be used for 3rd party events right now. I'll share what we learn.
Community Member Microsoft Employee on at

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RE: How to best track trade shows/conferences that we're attending, but not running?

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