Create a non-Teams webinar event

To create a webinar event using ON24 or other third-party webinar provider, follow these steps.

1. Open the Events work area and go to Event planning > Events.

2. To create a new event, select + New in the command bar.

3. Fill out the details in the Key information section.

   • Event name: This field is required.

   • Event type: Select a type such as demonstration, training, webcast, etc. The system has several out-of-the-box options that you can modify to match your business needs. This field, which is for internal tracking/reporting purposes, won't affect any of the other event features.

4. Fill out the details in the Schedule section.

   • Event Time zone: This field is required. The time zone defaults to the time zone associated with the user creating the event. You can change this as needed for each event.

   • Event Start date: This field is required. Specify the start date for the event. The date will appear on your event website.

   • Event End date: This field is required. Specify the end date for the event. The date will appear on your event website. Once you save the event record, you'll see an event count down in days as a read-only field.

5. Fill out the details in the Stream This Event Online section.

   • Do you want to stream this event: toggle to Yes.

   • The Streaming provider field will appear. You'll have three options to choose from. To show your third-party webinar provider and configuration, you'll need to select the Other option. Once selected, additional webinar configuration fields will appear.

     

6. Fill out the details in the Webinar set-up section.

   • Webinar configuration: This is a required field. Identify the webinar-configuration record you'll use for this event or session. Your admin must create a configuration entry for each webinar provider that your organization uses; typically, you'll just have one that is the webinar provider you use.

   • Webinar Type: This is a required field. This will come with a preconfigured list specific to the webinar provider. This setting can affect the collection of features available to presenters and attendees of the webinar, so please contact your administrator if you need help deciding which option to use.

   • Language: This is a required field. Select the language the webinar will be presented in.

   • Producer: Choose the event team member who is responsible for managing the webinar during the event. Note that this person must be set up as an event team member before you can select them. For more information, see Set up your event team.

7. Save the event. You will receive a message notifying you that your registration website is being configured. This website registration can be customized by going into your webinar provider account and further configuring your event there.

   

8. Once the event is saved, with a valid webinar configuration, Dynamics 365 will create the webinar in your webinar provider's system. It will return the following values:

   • Webinar URL: A link to the webinar at the webinar provider. Dynamics 365 uses this link to synchronize registrations and metrics between the two systems.

   • Presentation Manager URL: A link that the presenter can use to control his or her presentation.

   

9. The next step in planning your webinar will be setting up your event registration form. Refer to the Build the event registration form unit in this module to learn more about the various registration options within Dynamics 365 Customer Insights - Journeys.

For more information, see Configure an event or session for broadcast as a webinar.