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Dynamics 365 Community / Forums / Dynamics 365 general forum / Events/Trade Show/Boot...
Dynamics 365 general forum

Events/Trade Show/Booth Selection Assistance

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Posted on by Community Member

We are a non-profit association that has a yearly trade show. Our trade show has between 70 and 80 vendors that attend. We need them to be able to log-in, select how many booth spaces they want, a sponsor level (if they want one), tell us who all will be manning the booth so that we can make name badges for them, give us an RSVP number for food counts AND Most importantly select their booth space in real time from available spaces. 

Where do I start with this?? We are on a custom-programmed instance of Dynamics365. 

Thank you in advance! 

Andrea Hartzell

Categories:
Integration with Other Products
Other Functionality
Customization / Solutions / SDK and API
  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,052 on at
    RE: Events/Trade Show/Booth Selection Assistance

    Hi

    You could think about creating a Canvas Power app for mass users to perform what you want and only use one or two Customer Engagement License. In other words, the backend is going to be CRM as the data repo but the front end is going to be Canvas Power App.

    A side benefit of using power apps is that its very mobile and tablet friendly, for a trade show its a perfect fit

    Licensee cost for Canvas power apps is much lower compared to CE license for 80 users

  • Community Member Profile Picture
    Community Member on at
    RE: Events/Trade Show/Booth Selection Assistance

    Thank you! I should have specified that we use Sitefinity as a portal - so vendors would log in through it to access their information and make their purchases. I just don't know how to go with the next steps to allow them to provide the additional info and select a booth. 

    Andrea

  • Suggested answer
    Johnny Gong Profile Picture
    Johnny Gong 6,482 on at
    RE: Events/Trade Show/Booth Selection Assistance

    Hi AHartzell，

    It would cost a lot if you want to assign 70-80 licenses to above mentioned vendors to access your instance once a year. In addition , such operation also does not guarantee your organization's security.

    I would suggest you by the following steps:

    1. Create a new entity like 'Trade Show' and create the specified fields you mentioned above like Vendor Company name, booth spaces ,sponsor level , booth manager, food counts and so on. You can take some important fields as mandatory.

    2. Create a View which contain these mandatory fields and some optional fields you want to refer to.

    3. Export the view to Excel Online and share them with the linkage by mail.

    4. After they fill these detailed info, you could import the data into Instance to analysis and organize.

    If there's any other operation question in above process , pls no hesitate to ping me in this thread. Thanks.

    Best Regards

    Johnny

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