Registrations from any system into Dynamics
Registrants, session picks and the questions you asked, matched to existing contacts and created as event registrations, not just as leads.
Microsoft Dynamics 365 integrations
Microsoft Dynamics 365 integrations for events that happen in person.
Dynamics 365 has its own event module, and it works well for webinars run through Teams. Your conference has paid sessions, badge scans and a registration system from another company, and none of that reaches Dynamics on its own. We bring registrations, attendance and session detail into Sales and Customer Insights - Journeys, in the shape your team already uses.
Sound familiar?
Marketing runs journeys. Sales runs deals. The event ran somewhere else.
Registration runs in Cvent because the conference needs paid sessions and exhibitor badges. Marketing runs journeys in Customer Insights and sales lives in Dynamics 365 Sales. The morning after the show, someone downloads the attendee list, matches it to contacts by email and creates check-ins by hand so the follow-up journey can start.
- Half the webinar attendees show no check-in because they joined from their calendar.
- The registration form made a second contact for someone you already had.
- Session choices came over as one long text field, or not at all.
- Sales asked which contacts actually came, and the answer was a spreadsheet.
We live in your world
We know how Dynamics thinks about an event.
Events have sessions, passes and registrations, a check-in is its own record, and marketing counts every interacted person against your license. We create registrations and check-ins the way Dynamics expects, follow your duplicate detection rules on the way in, and stay within the request limits so a busy show day does not stall the sync.
Where the built-in event module stops
Customer Insights - Journeys records attendance when a webinar attendee clicks their personal join link, and that is by design. An in-person conference, a registration system from another company, or a badge scanner at the door needs another way in. We provide it, and we work alongside connectors such as ClickDimensions or Cvent’s Dynamics app where you already have them.
We speak Dynamics 365
Contacts and leadsEvents, sessions and passesEvent registrationsCheck-insReal-time journeys and segmentsInteracted peopleDataverse tablesDuplicate detection rules
Event Data Pro is an independent company. Microsoft Dynamics 365 and other product names belong to their owners.
How we do it
Common Dynamics 365 integrations
Attendance from the door, not the join link
Badge scans and app check-ins become check-in records in Dynamics, so journeys and sales follow-up start from who was really there.
Sessions and speakers to another company’s app
Events built in Dynamics shown in the app your attendees use, kept current as things change.
Your membership system on Dynamics and your registration system
Member type from your Dynamics-based AMS sets the price and eligibility; registrations and attendance come back to the record.
Numbers that agree
Registration counts in Dynamics, in the registration system and in the finance report reconciled, with the differences explained.
What done looks like
Everyone who walked through the door is checked in on their Dynamics record that evening, the journey starts on its own, and nobody created a second contact.
How every project starts
We start with a free consultation - about two hours of discovery kicking off with a 30-minute call. We map out where your data lives, the business rules your event follows, and what your IT team will need to see. You keep that document whether you hire us or not.
If you do hire us, a first integration is typically $3,500 to $7,500, and reusing it for your next event costs 40 to 90 percent less. No subscription. No annual contract.
Money back guarantee. If you’re not satisfied with the integration, we’ll refund you.