One event. Six tools. No overview.

Ticketing in one tool, invitations in another, the attendee list in a spreadsheet, the invoice typed by hand. We put event management where your CRM already is — so one event leaves behind one record instead of six.

Dynamics 365 Customer Insights – Journeys · Ambit Group, Microsoft partner

Never again:
Registrations by email. Attendee lists in spreadsheets. Invoices typed by hand. Teams links sent one by one. Contacts entered twice. Printed check-in lists. No-shows nobody explains. Events with no trace in the pipeline.
Calculator

What does that mean for your event year?

Five inputs, one number you can take to the board.

12
120
40
40 %
CHF 120

Heute: —

Time freed up per year
—
conservative to ambitious
—
in fully loaded cost
—
additional attendees through reminders and waiting list

Model assumptions, not measured values: 30 to 50 percent less administration time because double entry disappears, plus up to 8 percentage points on the share with payment. For attendance: a blended no-show rate of 35 percent and a 10 to 20 percent relative reduction.

At a glance

Six steps, six systems — or one

Every step hands over to another tool. Every handover is a place where a contact gets typed in again.

Step Today With Customer Insights – Journeys
Invitation Newsletter tool Trigger-based journey
Registration Ticket shop Registration page or portal
Payment Accounting by hand Pass with payment gateway Preview
Reminder Teams link by hand Automatic reminder
Check-in Printed list QR code from the registration
Follow-up Spreadsheet Segment from check-in data
Result 6 systems, 3× typed in 1 platform, 1 record

An event is the most expensive contact your marketing creates. It should not end in a spreadsheet.

How we start

From idea to number in three steps

No big-bang project. You see early whether this holds up.

Establish the baseline

Which tools are in play, where the same contact is entered twice, what happens after an event.

30 minutes, free

Workshop: target picture and business case

The portal decision, the finance handover — and a number you can take to the board.

One day, max. 12 participants

Pilot with one real event

Measured against administration hours, no-show rate and leads created.

6 to 10 weeks
Who it is for

Your starting point decides

Four situations we meet most often. One of them is probably yours.

Marketing and events

Twenty events a year, and not one of them can be attached to a number.

Pipeline per event, visible in the CRM

Associations

Members, registrations and invoices in three systems that never agree.

One member record across every event

Education

Courses, open evenings, graduations — every series has grown its own tool.

Recurring events from one template

Non-profits and IT

Every event tool wants its own contact database — and its own data protection review.

Everything in Dataverse, no second truth
Capabilities

What the platform takes over

Part of Dynamics 365 Customer Insights – Journeys. No separate event tool, no second contact database.

Planning and logistics

  • Sessions, tracks, speakers, sponsors
  • Venues, rooms, layouts
  • Hotels and room allocation

Registration and portals

  • Registration page, no extra licence
  • Power Pages portal GA 14.10.2025
  • Your own domain via the Event API

Passes and payment

  • Passes with price, quota, sessions
  • A unique QR code per pass
  • Payment gateway Public preview

Communication and journeys

  • Invitation, confirmation, reminder
  • Waiting list with automatic promotion GA 07/2025
  • Join link and add-to-calendar

Teams webinars

  • Up to 1'000 participants with registration
  • Attendance written back automatically
  • Meetings, live events, town halls

Follow-up and pipeline

  • Segments built from check-in data
  • Leads from event interactions GA 09/2026
  • Attendance history per contact

On check-in at the door: the QR codes carry the registration ID and the Event API provides a check-in endpoint. The scanner app is configured as a canvas Power App with the barcode reader control — configuration, not custom development.

Basis: Dynamics 365 Customer Insights – Journeys, September 2026, documented on Microsoft Learn. Unless marked as preview, everything listed is generally available. Teams webinars require Microsoft 365 with Teams, Power Pages is licensed separately.

Questions

What we get asked most

Including the one limit that regularly causes wrong expectations in projects.

Does event management in Dynamics 365 need a separate event tool?
No. Event management is part of Customer Insights – Journeys. Contacts, events, registrations and attendance history live in Dataverse, the same store your CRM already uses. There is no second contact database and no nightly sync between two truths.
Can Customer Insights – Journeys issue invoices for events?
No, and that is the right design. The registration and the pass are the data point that is true; from there Power Automate creates the invoice line in Business Central, Dynamics 365 Finance or a third-party system. An event tool that also writes invoices becomes a second finance system with its own VAT logic, its own dunning and its own year-end close.
How does payment work for paid events?
Through event passes with price, quota and entitled sessions. The payment gateway integration with a third-party provider reserves the quota during payment, the payment link has a time window, and the quota is released automatically if nobody pays. The status is public preview. The gateway itself — Payrexx, Datatrans or Stripe for Switzerland — is a third-party product, not a Microsoft integration.
What options are there for the registration page?
Three, all generally available: a standalone registration page on Customer Insights infrastructure needing no extra licence, or embedded as a form in your own website; an event portal on Power Pages with an out-of-the-box template, generally available since 14 October 2025; or your own domain via the event web application or the Event API.
Does on-site check-in work with QR codes?
Yes. The personalised QR codes in the emails carry the registration ID, and the Event API provides a check-in endpoint. The scanner app for the door is configured as a canvas Power App: the barcode reader control reads QR codes on iOS, Android and Windows and writes the check-in straight back — configuration rather than custom development, a Power Apps licence assumed. To get the code onto the attendee's phone there is passlet.io, a solution by Ambit: the personalised QR codes land straight in the wallet, and Ambit supplies the connection to Customer Insights through its own Power Automate connector. For Teams webinars check-in disappears entirely — times and time spent are written back automatically around ten minutes after the event ends.
How many participants can a Teams webinar have?
Up to 1'000 participants with registration. Teams meetings, live events and town halls can also be started straight from the event record.
What happens when an event is fully booked?
The waiting list promotes people automatically, with out-of-the-box triggers and a cancel button right in the email. Generally available since July 2025.
Which licences are required?
Dynamics 365 Customer Insights is licensed per tenant, not per seat — as a base licence, or at the lower attach price if the tenant already runs a qualifying Dynamics 365 app with at least ten users, with identical entitlements. The number of people working with it does not affect the licence. It can be used standalone or alongside Dynamics 365 Sales and / or Dynamics 365 Customer Service. On top of that come the usual extras: Teams webinars require a Microsoft 365 licence with Teams, Power Pages is licensed separately, and standalone registration pages need no additional licence. We work out your actual licence requirement with you — Ambit is a direct licence provider.
Are there special prices for nonprofit organisations?
Yes. Recognised nonprofit organisations receive up to 70 percent off the Microsoft licences. Eligibility runs through Microsoft's nonprofit registration and is verified once; the discount applies to the licences, not to implementation and operations. We work out which products this covers in your case and what it means in figures — you obtain the licences directly through Ambit.
Architecture

Where each piece belongs

Consolidating does not mean one product for everything. Every fact gets one place where it is true.

Dataverse

Contacts, events, registrations, passes, attendance history — the store your CRM already uses.

System of Record

Customer Insights

Planning, registration, communication, follow-up. Outward facing as a Power Pages portal, an embedded form or your own domain.

Engagement · Payrexx, Datatrans, Stripe

Billing and finance processes

Customer Insights produces the billing-relevant information. It goes to the responsible finance system, directly or via Power Automate. Reconciliation and dunning belong in the finance system.

Finance · Business Central, Dynamics 365 Finance, Abacus, Datev, SAP or other finance systems
The numbers

Expensive — and nobody can prove it

Three findings that describe the same gap.

4 %

of event leaders get at their event data easily. 56 percent name post-event ROI as their biggest frustration.

Swoogo / Gatepoint Research, 2026
52 %

of registrations never show up — across 33'786 webinar sessions and over 7 million registrations.

Livestorm, Webinar Benchmark Report 2026
38 %

of CMOs consider their events successful — while about half of the event teams themselves do.

Forrester, Q1 2026 State of B2B Events Survey
Christian Schipp
If nobody knows afterwards who was there, the event was for nothing.
Christian Schipp
CX Transformation Advisor / Partner · Ambit Group
The way in

One day that creates clarity

Marketing, events, IT and finance at one table. Max. 12 participants, German or English, built on the Microsoft Catalyst methodology.

Event management workshop

Registration paths, passes and payment, the finance handover, check-in and follow-up — applied to your own event calendar.

Arrange the agenda

AI in CRM workshop

From copilot to autonomous agent: use cases, data foundation and governance.

Programme as PDF

General CRM workshop

Where your CRM stands and where it should go — a basis for decisions instead of gut feel.

Programme as PDF

All workshop topics

The full Ambit workshop offering for CX, CRM and AI.

To the offering
Contact

30 minutes. Then you know where you stand.

No pitch, no demo. I tell you which parts belong on the platform — and which are fine where they are.

Or request a call back

Your details go straight to Christian Schipp and are not shared.