Dynamics 365 Marketing + Microsoft Teams Webinar

The blog describes how to employ Microsoft Teams as an online Dynamics 365 Marketing events meeting provider. Teams event functionality is integrated into the Marketing app, allowing you to use Teams webinar Dynamics integration for one/some to many online events and Teams webinars for interactive online sessions.

To operate Microsoft Teams webinar Dynamics integration as an online event provider, you must include a Microsoft 365 license to access the Teams service. You require the correct permissions to see the Teams Webinar possibilities as an element of the Streaming Provider checklist.

Schedule a Teams Webinar Dynamics Integration

To create a Teams webinar Dynamics integration, choose Event Planning in the Marketing app location switcher, then pick Events in the left navigation pane. Select +New in the top ribbon.

Note- The Event Format field is automatically selected and obscured from the event form. If you utilize a custom form, hide this field, and set the value to a Hybrid event. To visit the streaming options, select Do you want to stream this event and toggle to Yes.

Teams webinar + Dynamics 365 Marketing

Function with Teams Webinar

Use Teams webinars to construct online presentations. One or numerous presenters can share content, videos& audio. Moreover, Participants can view the content and optionally connect with the presenters. Audiences engross through responses, posting in the chat, or responding to poll questions. Attendees can’t share their audio, video, or content. You can only create “public” Teams webinars from Dynamics 365 Marketing. Then these events are open to anyone who is registered for the event.

Allow Teams Webinar with  Dynamics 365 Integration

To enable Teams webinars, the renter administrator must designate the policies below. These setting options ensure that anyone, including anonymous users, can register for webinars. To execute the settings, run the following PowerShell commands:

  1. Turn on meeting registration
  2. Turn on private meeting scheduling
  3. Permit anyone, including anonymous users, to register for the webinars

Teams Webinar with Dynamics 365 Integration Settings

The default webinar settings are configured to deliver the most suitable attendee and presenter experience. Nevertheless, you can readily tweak these settings from your Dynamics 365 Marketing event. Set the Change meeting options to switch to Yes to alter the default settings. Then it reveals the webinar settings, which you can adjust per event.

Teams webinar + Dynamics 365 Marketing

Invite a Guest to the Teams Webinar Dynamics Integration

  • Know more about adding guest users: Guest to present. Ensure you add the guest user to your Teams instance. You only must do this one time.
  • As a most helpful practice, Teams suggests forming a channel for producers and presenters to chat and share information before the event. Producers can publish the event link to the channel to make it comfortable for guests to attend the event. Only visitors who have Microsoft 365 credentials will see the calendar in Teams.
  • Count a guest as a presenter in your Teams Webinar Dynamics Integration by adding them as speakers in your event or session in Dynamics 365 Marketing.

How to View Webinar Engagement Data

After you conduct a Teams, webinar-based Dyn365 Marketing event, then you can check the attendee engagement data in the Dyn365 Marketing app.

To yield the engagement data, send an email invite to the webinar registrants before the event that includes the Webinar Join in Teams link. Ten minutes later, the Webinar ends (based on the end date configured in the Marketing app), and the Marketing app will automatically populate the engagement data for attendees.

How to Setup an Event/ Session for Broadcast as Webinar

The following steps are required to configure a Session or an event for broadcast as a webinar:

  1. Log in to Dyn365 Marketing & open the event or Session you like to set up as a Webinar.
  2. On the Event or Session page, see the Format setting (on the General tab) and place it to Webinar (for Webinar only).
  3. The General tab must now include a Webinar Setup section. Make the following settings:
  4. Webinar Configuration: Identify the webinar configuration record you will use for this event or Session. Choose the magnifying glass icon for this domain, then select a configuration. This configuration record confirms the webinar provider and understands that you’ll use it to run the Webinar. Your admin should create configuration access for each webinar provider your organization uses; typically, you will have one. Therefore, Talk to your admin if you need help deciding which to choose.
  5. Webinar Type: Choose the webinar type. This setting can affect the features available to presenters and attendees of the Webinar. Your webinar provider establishes the available options, so don’t hesitate to reach your provider if you need more details about which type to choose.
  6. Language: Select the language the Webinar will be presented in.
  7. Producer: Choose the event team member accountable for handling the Webinar during the event. Then click here for more details: Set up your event team.
  8. Let the event or Session save itself (usually every few secs), or choose Save in the window’s lower-right corner to save it immediately. As soon as you’ve had an event with a valid webinar configuration, Dyn365 will form the Webinar in your webinar provider’s system, which will substitute the following values:
  9. The Webinar URL: Link to the Webinar at the webinar provider, Dynamics 365 Marketing, utilizes this link to synchronize signups and metrics between the two systems.
  10. The Presentation Manager URL: Link that the presenter can use to manage their presentation

Mail the Webinar URL to the Attendees

Registrants can join the Webinar by establishing a link sent to them by email. Some of the webinar providers may send an invitation message including this link for you; on the other hand, others may need that you share the links (or you may prefer to send the links yourself).

Or, if you want to send out the links yourself, one way is to set up a customer journey with an event tile followed by a stimulus tile that reacts to event signups and then an email tile that sends a message with the URL to per contact that registers.

Upholding Dyn365 Marketing & Teams in Sync

A user with access to an event record and approval to edit the description in Dyn365 Marketing can cause any change to a record. However, since the exact user may not have completed the corresponding webinar, live event, or meeting in Teams & thus may not be the “Teams Meeting owner,” the changes the user creates to an event record in Marketing aren’t propagated to Teams. This functionality is identical to functionality within Teams, where a user can’t modify a live event or meeting created by another user.

In scenarios where event record changes aren’t propagated to Teams, then the Marketing app displays a warning to any user who isn’t the Teams meeting owner. If the Teams meeting owner opens the event record, they’ll see a Sync with Teams button in the ribbon. Selecting the Sync with Teams button syncs the changes to the event by any non-owner users.

To Conclude, You Can Find out more Here: Teams webinar + Dynamics 365 Marketing.

To conclude, We are a Microsoft partner. If you use Dynamics, then make use of the team’s webinar functionality to conduct webinars online events. Use Predefined templates to follow up with the registered users and get more engagement after sending them relevant articles pre and post-webinar. Talk to us and learn more about how to get started for a free demo. Then We can also share tips and tricks on how to save with partner discounts, Monthly annual, or Hybrid plans for Dynamics and O365.

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