{Do you know} Set up and execute pre and post event communications in Dynamics 365 Customer Insights

Hello Everyone,

Today  I am going to share my thoughts on setting up and execute pre and post event communications in Dynamics 365 Customer Insights.

Let’s get’s started.

Dynamics 365 Customer Insights – Journeys allows businesses to automate event communications before and after an event to maximize engagement and improve attendee experience. This process is managed through Real-Time Journeys, Segmentation and Automated Messaging.

1. Pre-Event Communications (Before the Event)

Objective: Increase registration rates, reduce dropouts, and ensure attendees are well-informed.

Steps to Set Up Pre-Event Communications:

1. Create a Customer Journey for Event Attendees

Go to Real-Time Journeys in Dynamics 365

Select New Journey and define the event audience (e.g registered attendees,  VIP guests).

2. Automate Confirmation Emails & Calendars Invites

After registration, an automated emails is sent with:

Event details (date, time, location, virtual link).

A calendar invite for easy scheduling.

3. Schedule Reminder Emails or SMS

1 week before: Send an email with the event agenda and speaker details.

1 day before: A reminder email or SMS notification to minimize no-slow.

4. Send Pre-Event Surveys(Optional)

Collect attendee preferences via Microsoft Forms integration.

Segment responses to personalize the event experience.

2. Post Event Communications (After the Event)

Objective: Gather feedback, nuture leads, and continue engagement after the event.

Steps to Execute Post-Event Communications:

1. Send a Thank-You Email

• Immediately after the event, an email is sent to thank attendees.
• Include event highlights, key takeaways, or special offers.

2. Distribute Event Recordings & Materials

• Provide recorded sessions, presentation slides and other resources via a link.

3. Collect Feedback with Post -Event Surveys

• Automate a survey email asking attendees for feedback on the event.
• Use Power Automate to store survey results in Dataverse for future analysis.

4. Nuture Leads Based on Event Engagement

• Segment attendees based on participation levels (e.g., active participants vs passive viewers).
• Enroll engaged attendees into a follow-up nuture journey, offering product demos or next steps.

3. Execution & Automation Using Dynamics 365

• Use Pre Built Event Templates: Simplify the setup process with templates for common event journeys.
• Trigger – Based Automation:  Emails and messages are sent automatically based on attendee actions.
• Real-Time Analytics & Reports: Track open rates, attendees trends and engagement insights in Power BI.

Benefits of Automated Pre & Post -Event Communications

High Attendance & Engagement – Reminders and pre-event content keep attendees informed.

Seamless Experience – Automation ensures no manual follow-ups are needed.

Improved Event ROI – Follow – ups convert attendees into leads, maximizing post-event opportunities.

By setting up pre-event and post-event communications in Dynamics 365 Customer Insights, businesses can create a fully automated, personalized event experience that drives better engagement and long-term relationships.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

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