Eventix Events Management for Microsoft Dynamics 365 and Dynamics CRM


	Complete event management and attendee registration, all built with Power Platform and Microsoft Dynamics 365. Note: Eventix Payments App is included with Eventix Events

		Available for Dynamics 365, CRM online

Overview


	Putting the power of Microsoft Dynamics 365 and Eventix Events together means that you can store all your Account, Contact, Opportunity, Event, and Attendee information in one database. No longer will you have to do double data entry to maintain your information. Eventix Events will make your event and attendee management a whole lot easier. In addition to tracking attendees, you can manage Wait Lists, Material Lists, Checklist, Event Capacity plus related events. Tasks such as printing name tags and sign-in sheets that are a real pain and take up a lot of your time can now be accomplished easily with just a few mouse clicks. You can generate reports off your past event records to show which events were well attended and how much revenue they brought in. Your accounting department will love the detail of information we track about events, fees, discounts, earned revenue, payments and so much more. If you need a number of additional features to fit your business process, no problem. Eventix Events is completely customizable.

Features

Event creation is made easy using the Event Copy wizard. Create once. Copy many.
Finding an event is easy using search by Event Name, Location, Event Number, or Date
Multiple Event Capacity Attendee Counts per Event
Checklist (list of tasks that need to be completed for the event)
Assignment of an event coordinator to an event
Related Sub-Events (Parent/Child hierarchy)
Region and Metro Area can be specified for an event (i.e. Western US and
Southern California respectively Or NSW and Sydney, etc)
Separate Roles for Event Registration Staff vs. Event Managers
Default fee and discount for event for two sales channels (i.e. retail and reseller)
Multiple Attendee Counts (Pending, Confirmed, Transferred-In, Transferred-Out, Canceled, Attended, Did Not Attend, and more)
Time Zones can be assigned to events
Event Waiting list (attendees waiting for an opening)
Event Invitation lists

Use the included web page templates to create your own web registration
Review and link web registration contacts and accounts to prevent duplicate data in your system

Requirements

Licensing


	Eventix Events is licensed on a named user basis. Every Eventix Events user requires a Dynamics 365 user license which is purchased separately. However, you only need to purchase Eventix Events licenses for users of the Eventix Events portion of the system as opposed to all Dynamics 365 users. Users who only view data records in a form (read only) do not require a license.

Eventix products can be licensed from your Dynamics 365 partner. Please contact your partner for a price quote.

You can also license Eventix product from us, if you prefer.