Skip to main content

Notifications

Announcements

No record found.

Customer Insights - Data forum
Unanswered

Leads from Teams Premium webinar import

Posted on by 10
Hi, 
We use Dynamics for our CRM and lead/opportunity tracking. We use Teams Premium for our webinars. This means the webinars are set up outside of Dynamics. 
 
The process we go through:
 - set up and run webinar through teams
- import the registration list into Dynamics as leads
- BDM then follows up and qualifies the lead which in turn creates the opportunity. 
 
The issues we have:
 - existing contacts that register for the webinar are not being imported and not being marked as registered for the webinar
 - if the registration has a different company name t what is in our system they are being created as a lead but not able to be linked to existing account
 - unable to create a segment for our database which removes or separates contacts that have registered for a webinar
 
What is the best way to work through this to ensure we are not only covering the new leads but also the existing contacts that have registered for webinars?
 
 
Categories:

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,696 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,490 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans