5
Better support for B2B oriented events is needed. The current setup lacks an account field in the default event registration form. (Sure, you can add it as a custom registration field, but then you will need to either process the data manually or create some custom functionality for that.)
A real-life business scenario to clarify the problem:
- ACME, Inc organizes a B2B event with total of 250 attendees.
- 200 or the attendees are not known to the organizer, and Dynamics will create them as new contacts.
- Each of the new contacts has provided their organization's name using a custom registration field.
- Some poor soul will comb through the 200 event registrations manually: 1) Open registration; 2) Find the account name from the list of custom registration fields; 3) Navigate to Contact; 4) Find the account (or create it in the worst-case scenario); 5) Save; 6) Go back to 1).
Trying to explain this process to any B2B event organizer is somewhat hair-raising.
A real-life business scenario to clarify the problem:
- ACME, Inc organizes a B2B event with total of 250 attendees.
- 200 or the attendees are not known to the organizer, and Dynamics will create them as new contacts.
- Each of the new contacts has provided their organization's name using a custom registration field.
- Some poor soul will comb through the 200 event registrations manually: 1) Open registration; 2) Find the account name from the list of custom registration fields; 3) Navigate to Contact; 4) Find the account (or create it in the worst-case scenario); 5) Save; 6) Go back to 1).
Trying to explain this process to any B2B event organizer is somewhat hair-raising.
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Needs Votes