Event migration tool for existing OBM events to RTM events
We created lots of OBM events with event registration which need to be migrated to RTM events before June 30, 2025. Currently there is no migration tool and all events (including all relations) need to be created manually. Please provide a proper migration tool to transfer OBM events to RTM ev...
Merging contacts with event registrations
If you have two duplicated contacts, A and B, and contact B has an associated event registration. When you try to merge the two contacts and make A the master, the merge fails with the message "We can't process your submission because it includes new values for one or more read-only fields." The...
| Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, PM, Microsoft |
Custom form fields in Real Time Marketing Event forms
Allow to create custom form fields for a real time marketing event and use those custom form fields on the real time marketing form which is used to register for the event.
This funcationality is available for outbound marketing but not (yet) for real time marketing.
| Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, PM, Microsoft |
Ability to customize message when event maximum capacity is reached/event sold out
If someone registers for an event, but the event has reached the maximum capacity, you'll now get the message "Event is sold out" or "This event is sold out, but you can still register for the waitlist".
It would be a great improvement if we can change this text into our own...
Thank you for your suggestion, this will be part of Wave 1 2025 with introduction of Waitlist in Real-time marketing. Thanks, PM CIJ
Event Assets Management
Please add the ability to manage physical marketing materials and assets to be reserved for events. Assets like projectors, laptops, digital screens, microphones, lighting, and any other assets used for hosting events. These assets would be manage so that they won't be double booked. Also, the...
| 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 |
Session sorting in Event portal
Currently sessions in event portal sort by created on date instead of time/name of the session. It should be possible to select the sorting logic, because sessions can be created in random order and current setting is not very user friendly. Also showing dates on ”sessions included in a ...
| Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. Sincerely, PM, Microsoft |
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...
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
Set a last registration date for form registration to event
It should be possible to set a last date for when the registration to an event is cancelled, for events in RTM. At least from the event registration form where a participant registers themselves to the event. An event administrator in Dynamics should be able to manage the participants even aft...
Thank you for the suggestion. Registration start & end date is planned as part of Wave 1 2025 roadmap. Thanks, PM CIJ
Export event registration including registration esponses of custom registration fields
Currently it is possible to export event registrations with standard fields only.
In OBM there are custom registration fields with registration responses (which should also be implemented in RTM), which can only be exported response by response.
For event management it i...
| Thank you for your feedback. We are going to review this idea for possible implementation. Sincerely, PM, Microsoft |
Administrator
Thanks for the suggestion. We understand the need, however Real-time marketing events have some fundamental differences that prevent us from automating the migration. We will keep on looking into possible solutions to make the transition easier. Please follow https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/transition-walkthrough-events for more updates. Thanks, PM