How to Create and Manage an Event in Dynamics
Chapter 1: Setting Up a New Event
1. Create a New Event:
- Navigate to the event creation interface in the bottom left.
- Select "New Realtime Event"
2. Enter Event Details:
- Input the event name, date, and time
- Specify the event location
Chapter 2: Configuring Virtual Event Options
1. Teams Meeting Options: (Teams meetings have greater integrations with Dynamics for event management)
- Click "Change Meeting Options".
- Set "Who can bypass the lobby"
- Allow users to unmute and enable cameras if needed.
- Decide whether to record the event.
Chapter 3: Adding Speakers
1. Add Speakers:
- Search for the speaker's name (e.g., John Smith).
- Create a speaker profile and connect it to their email record if they do not already exist.
- Customize the display name and title for the event.
- Save event. This will send an invite to the speaker if a teams event so they can access as a presenter.
Chapter 4: Setting Up Registration Forms
1. Choose or Create a Form:
- Go to the "Website and Form" section.
- Select an existing form or create a new one.
- Add necessary form fields (e.g., first name, last name, email).
2. Save and Preview:
- Save the form and send it to the event organizers for feedback.
Chapter 5: Finalizing and Going Live
1. Review and Go Live:
- Review all event details and settings.
- Click "Go Live" to activate the event.
2. Monitor Registrations:
- Monitor registrations and check-ins through the event dashboard.
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This guide should help you set up and manage a virtual event effectively. If you have any further questions or need additional details, feel free to ask!