Teams Webinar functionality in Customer Insights - Journeys should be the same as when created in Teams
Hello -
It seems that Teams Webinars (created from Teams) has updated functionality that is not included in the Teams Webinar that gets created through Event Management of Customer Insights - Journeys.
For example, Webinar created through Teams includes a "S...
Events: Invited vs Registered vs Attended
Hi Marketing Team, To measure the success of an event we need to compare 3 metrics - Who was invited? How any of them registered? How many of them actually showed up? We use a Customer Journey to send out Event invitations. It would be great if the associated invitees were then stored in the E...
Hi, this idea would work in case all attendees are invited via customer journeys, however that is not the case today, we can track well who registered vs who attended, but tracking who was invited is not that easy, hope it makes sense. We will work on improving the overall analytics for event management in the future. Thank you, PM
Additional Webinar Providers
We *MUST* have the ability to set up webinar providers besides On24. The documentation (https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/events-settings#webinar-providers) and the software itself clearly show the ability to add others regardless of the "note" placed i...
Hi Patrick,
We need some more details to understand your suggestion better. Some points below:
1. ON24 has been the only OOB webinar provider since the launch of the product, in April. We have not added any new limitation. The "note" in the docs clearly calls this out.
2. As mentioned here, partners/customers can extend the webinar system by building an interface between our extensible webinar system and the APIs of the webinar provider. What you see in the product is the possibility of adding new providers - that is simply to enable any partner who wishes to build such an integration.
3. Could you share the webinar providers you/your clients are looking to integrate with? My team can assist with the next steps.
Sincerely,
Shravan Suri
PM, Event Management in Dynamics 365 for Marketing
Microsoft.
Provide Payment Gateways Out of Box
When the Marketing app is installed, there are some out-of-box configurations - like On24 for webinar integration. This request is to add a few Payment Gateways that are configured out-of-box. I would recommend the most popular like Paypal, Venmo, CashApp. https://docs.microsoft.com/en-us/dyna...
Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, PM, Microsoft |
Leads as Target Audience for Event Registration Forms
It is currently not possible to direct event registration forms at Leads or Leads & Contacts (such as with marketing forms). We would very much like to have this feature available to us.
Thanks for this suggestion. It is already possible to generate leads from contacts for event registrations. If you choose to enable lead generation for events, then a new lead will also be generated for each registration and linked to the appropriate contact. However, if a contact who previously registered an event registers for the same event again, a new lead record is not created. To control whether to generate new leads for any event, open the event record and set the Create leads for event registrations option to Yes or No.
We will continue to collect votes for the suggestion to target leads only and considerate it in future roadmap. Thanks, CIJ PM
Check-outs and Durations generations
Topic: integration between Microsoft Teams and CRM for Teams Webinar, attendance report
As the Check-ins are generated for a Webinar, please generate also the check-outs and the durations, these fields are already in the Check-in entity but they are not filled by synchronizati...
Payment fucntionality in Customer Insight Journey (Realtime) missing
Payments for events is missing in Customer Insight Journey (Realtime) . In Outbound it was part of the standard Event Management functi...
Thanks for the suggestion. This is on our roadmap. Kind regards, PM CIJ
Filter By inside Event Form into Customer Insights - Journey
Filter By inside Customer Insights - event form (useful also for all form)
I would like One lookup field to filter the results based on another lookup field.
For example, by selecting a specific country in the "Country" field,
I would like it to show the associated provinces...
Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future. Sincerely, PM, Microsoft |
Ability to apply Promotional/Discount codes to Passes
Should be able to create discount codes that allow for percentage/dollar amount off of associated passes.
Event Forms to have the ability to decline or accept buttons and the ability to see declined/cancelled registrants
The ability to have 2 buttons on the form that have 2 different actions. One to accept the invite to the event and another to decline the event. The contact can also change their minds and re-register later. Also, a way for us to cancel/de-register a registrant (maybe our contact doesn't have ...
Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future. Sincerely, PM, Microsoft |
Administrator