Business Solutions for Dynamics 365 and Dynamics CRM
Eventix

Manage your important meetings, meeting requests and events in Microsoft Dynamics 365.

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Available for Dynamics 365, CRM online and on-premises

 

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  • Overview

    Schedule all your important meetings and events easily within Dynamics 365.
    If you are managing requests for meetings, meetings, participants, agendas and even the catering order, then Eventix Meetings is the tool you need. Putting the power of Dynamics 365 and Eventix Meetings together means that you can easily track all meeting requests, manage meeting hosts, and scheduled meetings.  Is your team attending a tradeshow and having meetings? Track all the details of your meeting process.   Maybe you offer product roadshow events in a number of cities. Track each event along with the scheduled meetings all in Dynamics 365.

    EASILY HANDLE MEETING REQUESTS
    As a meeting manager, you know how much work goes into scheduling a meeting between a group of people. Using the Eventix Meetings you can track every requests to meet with a host. Prioritize each request so that the most important people to you get their meetings scheduled first. Once the request is approved, creating the meeting takes only a few clicks. 
     

    PLANNING LOGISTICS AND CATERING
    In person meetings take time to plan. Securing a venue, technology requirements and food and beverage service are a few of the important details you can track in Eventix Meetings.  

    MANAGING MEETING PARTICIPANTS
    A meeting might be one-on-one or involve a group of people. Using Dynamics 365 means you only enter their contact details once.  Any contact can be added as a meeting participant. You can also track the status of each person attending.  Know who is tentative, confirmed and attended the meeting.

    MANAGE EVENT MEETING SCHEDULES
    Your organization may be attending an event, such as a tradeshow, or hosting an event, like a product launch. Eventix Meetings give you the ability to schedule and plan each event along with all the meetings and participants related to it.

    MEETINGS ABOUT CASES AND OPPORTUNITIES
    If you are using Dynamics 365 Cases or opportunities, you will have the ability to schedule meetings for them too. Cases and Opportunities can be complex in themselves and require the attention of a group of people. Track all the meetings that you have about each issue.  In fact, Dynamics 365 gives you the power to link meetings to any data entity within your system. 

    NEED MORE THAN MEETINGS?
    Eventix also offers applications for complete event and attendee management along with resource scheduling. Add the ability to schedule staff, venues and equipment.

     

    Dynamics 365 Meetings App Brochure
  • Features
  • Requirements
  • Licensing