Managing Events in CRM

Creating, editing, and deleting events can be done within Microsoft Dynamics CRM.

  • Login to CRM
  • Navigate to Event Management
  • Click Events

To create a new event

  • Click New

To edit an existing event

  • Double-click on an existing Event listed in the grid

Events

Event

Managing Events on a Portal

For portal users with content management permissions, a limited set of properties of events can be managed using the portal inline editing interface. If your user account has been assigned the necessary permissions, the inline editing interface will appear automatically when you sign in to the portal.

Inline Editor - Create New Child Event

  • Specify values for the fields provided
  • In the Page Template dropdown menu select Event
  • Click Save

Create a new child event

  • Mouse-over the editable region in the event's page and click Edit

Edit Event Description

  •  Specify a description of the event and click Save

Edit Event Description

If desired, create a new Event Schedule

Create Event Schedule

Attributes & Relationships

The table below explains many of the Event attributes used by Adxstudio Portals. It is important to note that the way in which many of the content/display-oriented attributes are rendered is controlled by the Page Template used, and thus by the portal developer.

NameDescription
Name Title of the event.
Website The associated website.
Parent Page The web page that is the parent of the event.
Partial URL

The URL path segment used to build the portal URL of this event.

Partial URL values are used as URL path segments. As such, they should not contain illegal URL path characters, such as "?", "#", "!", "%". Since Adxstudio Portals URLs are generated by joining together Partial URL values with slashes ("/"), they should also not generally contain slashes. Recommended practice would be to restrict Partial URL values to letters, numbers, and hyphens or underscores. For example: "monthly-meeting", "Users_conference", "event1".
Release Date Controls a date/time after which the event will be visible on the portal. If the current date/time is prior to this date, this event will not be visible. (The exception to this is that users with content management permissions may be granted the ability to use "Preview Mode", which allows these users to see ("preview") unreleased content.)
Publishing State

The current publishing workflow state of the page, which may dictate whether or not the event is visible on the site. See Publishing States. The most common use of this feature is to provide "published/draft" control over content.

Users with content management permissions may be granted the ability to use "Preview Mode", which allows these users to see ("preview") unpublished content.

Expiration Date Controls a date/time prior to which the event will be visible on the portal. If the current date/time is after this date, this page will not be visible. (The exception to this is that users with content management permissions may be granted the ability to use "Preview Mode", which allows these users to see ("preview") expired content.)
Page Template

The Page Template to be used to render this event on the portal. See Page Templates. This field is required.

Warning!

The Page Template assigned should be a template that a developer has specifically created to provide the event details and functionality. Selecting a template other than the one developed for an event page may produce erroneous results when viewing the event's web page in the portal.

Hidden From Sitemap Controls whether or not the event is visible has part of the portal site map. If this value is checked, the event will still be available on the site at its URL, and can be linked to, but standard navigational elements (menus, etc.) will not include the event. 
Organizer The contact record of the person organizing the event.
Event Type A categorization of events. See Event Types.
Summary A short description for the event, this value will generally be used to add a description of the event to portal navigational elements that render a link to the event.
Description Information pertaining to the event. 
Content Content of the event.
Location Name

A named location where the event takes place.

Additional location details can also be specified on a related Event Location record providing further information.
Address 1 Address line 1 of the location where the event is held.
Address 2 Address line 2 of the location where the event takes place.
Room Name or description of the room in the location where the event is held.
City City where the event takes place.
State/Prov State or Province where the event is held.
Country Country in which the event is held.
Postal Code Postal Code or Zip Code of the location of the event.
Conference URL A URL to a conference website.
Conference Number An identifier of a conference.
Requires Registration Checked indicates registration is required in order for users to attend or participate in the event.
Cost The price of the event entry or participation.
Max Registrations The maximum number of registrations permitted.
Registration Count The number of registrations.
Catering Details Catering information or instructions.
Parking Details Parking information or instructions.