Event Portal Dynamics 365: how to create and manage events easily

The Event Portal in Dynamics 365 is one of the most powerful tools inside Microsoft’s Marketing module. It helps organizations create, manage, and publish professional event websites for conferences, trade shows, webinars, and more — without any coding knowledge.

If you’re organizing events, you know how complex it can be to manage registrations, attendees, schedules, and speakers. The Dynamics 365 Event Portal simplifies it all, turning your event management process into a seamless, automated workflow.

In this guide, we’ll explore what the Event Portal Dynamics 365 is, how it works, its key features, and why it’s essential for modern marketing teams.

What is the Event Portal in Dynamics 365?

The Event Portal Dynamics 365 is an integrated feature of Microsoft Dynamics 365 Marketing that enables marketers to create and customize event websites directly from their CRM environment.

It serves as a central hub where you can:

• Create and publish event websites
• Register and manage attendees
• Display speaker profiles and session schedules
• Track event analytics and attendance in real time

Whether your event is in-person, virtual, or hybrid, the Event Portal provides everything needed to deliver a professional and branded experience.

What the Event Portal Dynamics 365 enables?

With the Dynamics 365 Event Portal, your marketing team can manage the entire event lifecycle in one place—from setup to post-event analysis.

Here’s what you can do:

• Create and publish event websites for any event type (trade shows, conferences, webinars).
• Centralize all event data in Dynamics 365 Marketing — from speaker bios to registration details.
• Simplify attendee management with built-in registration forms, payment processing, and QR code generation.
• Customize event pages with your brand visuals and messaging without coding.

Instead of juggling multiple platforms like Eventbrite or custom-built sites, the Event Portal Dynamics 365 allows everything to happen in one connected ecosystem.

Key benefits of using the Event Portal Dynamics 365

1. A single hub for all event information

The Event Portal acts as your central event management dashboard. All data related to sessions, attendees, sponsors, and speakers is stored in one location — synced directly with your Dynamics 365 Marketing environment.

2. Simple customization and updates

Need to change a speaker photo or add a new session? With the Event Portal Dynamics 365, you can easily modify your event website without technical skills. All updates appear instantly online.

3. Built-in registration and payment

You can collect registrations, manage sign-ins, and even process payments without external tools. The system allows participants to create profiles, manage bookings, and purchase tickets securely.

4. Seamless integration with Dynamics 365 CRM

All registrant data automatically syncs to your CRM, allowing your marketing and sales teams to follow up effectively before and after the event.

How to configure the Event Portal Dynamics 365?

Setting up the Marketing Event Portal is straightforward.

1. Access Dynamics 365 Marketing → Go to the “Events” section.
2. Create your event record with all key details: name, location, capacity, date, and format (online or physical).
3. Customize your event website using the prebuilt template linked to your CRM.
4. Publish to go live — your event will immediately appear on the web portal.

Each event portal is preconfigured to pull data directly from Dynamics 365, ensuring that all updates in the CRM reflect instantly on your live event page.

You can also connect the Event Portal Dynamics 365 to an external hosting solution, though this option requires more advanced technical configuration.

Main features of the Event Portal Dynamics 365

The Event Portal offers everything a marketing or event management team needs. Here are its most important features:

1. Profile management

Quickly manage attendee and administrator profiles within Dynamics 365. Each registrant’s data — including contact information, ticket type, and attendance history — syncs automatically.

2. Event overview dashboard

View all upcoming events, attendee counts, and registration status at a glance. This overview helps teams manage multiple events simultaneously without confusion.

3. Single event detail page

Drill down into a specific event to view attendee lists, session enrollment numbers, and real-time updates.

4. Event records

The foundation of your event website, the event record contains all essential data such as:

• Event name and URL
• Location and format
• Schedule
• Maximum capacity
• Webinar configuration

These details automatically populate the event website via the portal.

5. Session and track management

Easily add and update sessions or tracks (sub-events) in Dynamics 365. Once published, they appear immediately on your event site’s schedule.

6. Speaker and sponsor pages

Showcase detailed profiles for each speaker or sponsor, including photos, bios, links, and session assignments.

7. Registration and check-in tools

The Event Portal handles registration, ticketing, and digital event passes with QR codes. These can be scanned at entry or used for virtual event sign-ins.

8. Event pass customization

Create different pass categories — such as VIP, media, or general — and assign session access based on ticket type.

Publishing events, sessions, and tracks in the Event Portal Dynamics 365

When managing events in Dynamics 365, each record has a Publish Status with five possible values:

• Draft
• Ready to go
• In progress
• Live
• Cancelled

Only records marked as Live are visible on the external event portal.

How to publish:

• Events: Open the event record → click Go Live. Any edits you make afterward will automatically update the event site.
• Sessions: Open each session record → select Go Live to make it visible in the event schedule and on related speaker pages.
• Tracks: Open the track record → set the Publish status to Live (under the General tab).

Tracks will then appear in the Session Tracks section on your website, displaying grouped sessions under a common theme.

Creating leads and contacts from event registrations

The Event Portal Dynamics 365 doesn’t just handle logistics — it’s also a lead-generation powerhouse.

When attendees register through your portal, Dynamics 365 can automatically:

• Create new contacts or leads
• Match signups with existing CRM profiles
• Trigger automated email journeys before and after the event

To enable this, open the event record and set “Create leads for event registrations” to Yes. The CRM will then associate each new registration with an existing contact (if found) or generate a new one automatically.

This integration ensures no opportunity is lost and helps your marketing team continue nurturing relationships long after the event ends.

Why choose Gestisoft to implement the Event Portal Dynamics 365?

Setting up and customizing the Event Portal Dynamics 365 can be challenging, especially if you’re managing multiple events, integrations, or branding requirements.

As a certified Microsoft Solutions Partner, Gestisoft helps businesses deploy, customize, and optimize their Dynamics 365 Marketing solutions — including the Event Portal.

Our experts can assist with:

• Portal setup and branding customization
• Integrating event data with Dynamics 365 CRM
• Automating attendee communication workflows
• Training your marketing team for maximum efficiency

With Gestisoft, your next event will be seamless, engaging, and data-driven.

The Event Portal Dynamics 365 is much more than a website builder — it’s a complete event management solution that connects your marketing, sales, and CRM data in one place.

Whether you’re hosting a conference, webinar, or trade show, this tool lets you automate the entire event journey — from registration to lead conversion.

If you want to simplify your event management process and make every event a success, contact Gestisoft today. Our experts will help you unlock the full power of the Event Portal Dynamics 365 for your organization.