Extend Microsoft Dynamics 365 CRM event management capabilities
Microsoft Dynamics 365 CRM is a powerful tool for managing customer relationships and automating business processes. However, when it comes to managing events, it may fall short in some areas. That's where idloom.events comes in.
By connecting idloom.events with Microsoft Dynamics 365 CRM, event organizers can extend their CRM capabilities to include event management. They can create and manage events, send invitations, track RSVPs, collect payments, and more – all from within their CRM system.
The integration between idloom.events and Microsoft Dynamics 365 CRM also provides a seamless flow of data between the two systems. This means that attendee data, event attendance records, and payment information can all be automatically synchronized, eliminating the need for manual data entry and reducing the risk of errors.
In addition, the integration allows event organizers to use their existing CRM workflows and processes to manage their events. This means they can leverage the full power of their CRM system to streamline event management tasks and improve the attendee experience.
Synchronize contacts information from idloom.events to Microsoft Dynamics 365
idloom.events synchronizes the following information:
- Guest details, including custom fields.
- Accompanying person details.
- Company information.
- Registration details.
- Invoicing and payment details.
Synchronizations are automatically triggered on the following events:
- Notify-me (pre-registration) > Create, update, delete.
- Guest > Create, update, delete.
Collect contacts information from Microsoft Dynamics 365 to idloom
idloom can collect the following information: *
- Load participant list for restricted registration.
- Adapt registration forms content depending of guest details in Microsoft Dynamics.
- Dynamically load information (like POS addresses) to populate registration forms custom fields.
* Additional configuration cost may apply.
Overall, integrating idloom with Microsoft Dynamics 365 CRM can provide event organizers with a comprehensive solution for managing both customer relationships and simplify event management. It can help them save time, reduce costs, and provide a more personalized experience for their attendees.