Module 5: Manage events

Lab 5.1: Set up buildings and speakers

Lab Overview

Scenario

Contoso Insurance uses Dynamics 365 Customer Insights - Journeys to manage their in-person and online events. Records such as speakers and venues are set up once and then used across multiple events.

Lab Overview

This lab comprises of two exercises:

• In the first exercise, you will create a building record.

• In the second exercise, you will create a speaker record.

What You’ll Need

• A computer with a Dynamics 365 Customer Insights - Journeys environment

Exercise 1: Create a building

1. Log into Dynamics 365 Customer Insights - Journeys.

2. Navigate to the Event planning work area.

3. Select Buildings under the Venue management group.

4. Click +New to create a new building.

   • Enter the name as Coho Winery.

   • Add the estimated capacity as 200.

   • Add the following details in the Address section:

     1. Address line 1: 1234 Woodland Drive

     2. City: Seattle

     3. Postal Code: 98101

     4. State/province: Washington

   • Click Save.

   • Click on the Rooms tab.

   1. Click +New. 2. Enter the name as St. Croix Room. 3. Add the capacity as 50. 4. Click Save and close.

Exercise 2: Create a speaker

1. Log into Dynamics 365 Customer Insights - Journeys.

2. Navigate to the Event planning work area.

3. Select Speakers under the Participants group.

4. Click +New to create a new speaker record.

5. In the Name field, enter Dean Halstead.

6. In the Contact field, select the magnifying glass. Click + New Contact.

   • Enter the First Name as Dean.

   • Enter the Last Name as Halstead.

   • Enter CMO as the Job Title.

   • In the Account Name field, click the magnifying glass. Click + New Record then select Accounts.

     1. Enter Contoso Insurance as the Account Name.

     2. Click Save and Close.

   • In the Account field on the new contact record, select Contoso Insurance if it does not autopopulate.

   • In the Email field enter dean@contosoinsurance.com.

   • Click Save and Close.

7. Back on the New Speaker record, select Dean Halstead as the Contact if it does not autopopulate.

8. Enter CMO as the Title.

9. In the Email field enter dean@contosoinsurance.com.

10. In the Type field, select Internal speaker.

11. In the About field, enter: Dean Halstead was named Contoso Insurance’s Chief Marketing Officer in April 2018. As CMO, Dean is responsible for brand and marketing strategy, advertising, creative services, social media, and corporate communications. His experience in numerous leadership roles in both marketing and the business makes him uniquely qualified to promote and protect the Contoso Insurance brand and to drive further business success.

12. Click Save.

13. Click the placeholder image to the left of Dean’s name.

    • Click Upload image.

    • Locate the image for Dean Halstead from your desktop.

      1. Note: Image files do not pull from the asset library. You will need to upload this image from the files you saved as part of Lab 1.2, Prepare environment.

    • Click Change.

    • Click Save & Close.