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In a previous blog, we explained how to update the customer portal within CRM 2011. Today you will learn how to use the customer portal to create and register an event in CRM 2011.

crm-101

To create an event in CRM:

  1. Go to the CRM Marketing section and under the Campaigns section, click New.
  2. Make sure to set the Status Reason to Registration Open so that users will be able to access the portal to register for the event.

    Create and Register an Event

  3. Make sure to check the box for Publish Event Details on Web and set the Campaign Type to Event. Fill out any other necessary information.

    Create and Register an Event in the CRM 2011 Customer Portal

  4. Save the event.

How to register the event in the customer portal:

  1. Go to the Customer Portal and click on Recently Added:

    Create and Register an Event in the CRM 2011 Customer Portal

    Or click on Upcoming Events:

    Create and Register an Event in the CRM 2011 Customer Portal

  2. Click Registration Open:

    Create and Register an Event in the CRM 2011 Customer Portal

  3. You will see:

    Create and Register an Event in the CRM 2011 Customer Portal

  4. Click on Register for this Event:

    Create and Register an Event in the CRM 2011 Customer Portal

  5. The registration form will open. Fill out the registration information:

    Create and Register an Event

Now you know how to create and register an event in the CRM 2011 Customer Portal. For more helpful guides check out our blog!

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.