Event management and marketing
Conferences, customer days, roadshows.
Your pilot event, for example:Customer day with sessions and a VIP pass
Event management on Dynamics 365Your next event.
Three weeks. One system.
We build your real event: registration, passes, invitations, reminders, check-in and follow-up. You decide on everything else with the system in front of you.
- 3 weekskick-off to showroom
- CHF 20,000fixed price excl. VAT
- 3 monthslicence included
- 1 eventyours, not a demo
Customer Day 2027
In person · 3 tracks · 12 sessions
186Registrations / 220
14Waitlist
–Check-ins
- StandardCHF 290
- PartnerCHF 0
- VIPCHF 590
- Invitation to segment “Customers A”
- Confirmation with QR code
- Reminder one day before
- Check-in at the door
- Follow-up: attendees without a quote
CopilotJourney “Customer Day follow-up” created from a description. Subject line: “Thanks for joining – your documents”.
Webinar: what’s new in 2027
Teams webinar · 60 minutes
412Registrations / 1,000
0Waitlist
–Check-ins
- Attendancefree
- Invitation to newsletter segment
- Confirmation with join link
- Reminder one hour before
- Attendance from Teams
- Recording to no-shows
CopilotSegment “Registered, did not attend” created: 168 contacts. Suggestion: send the recording with a booking link.
Leadership course series
6 modules · one pass
48Registrations / 48
9Waitlist
–Check-ins
- Full seriesCHF 1,800
- Single moduleCHF 340
- Announcement to alumni
- Confirmation per module
- Waitlist moves up automatically
- Check-in per module
- Invitation to the next series
CopilotSubject line suggested: “Three seats left in module 4”. Variant B: “A seat on the waitlist has opened up for you”.
General assembly 2027
In person and online · one evening
264Registrations / 400
0Waitlist
–Check-ins
- Memberfree
- GuestCHF 60
- Invitation to all active members
- Confirmation with QR code
- Reminder with the agenda
- Check-in on site or online
- Minutes to attendees
CopilotSubject line suggested: “Your vote counts – general assembly on 12 March”. Variant B: “10 days left: register for the assembly”.
Schematic · sample values
01Your benefit
What the accelerator gives event teams.
The Connected Event Accelerator is a fixed-price offer by Ambit Schweiz AG: within three weeks your real event runs on Dynamics 365 Customer Insights – Journeys, before you decide on a larger investment.
Decide with confidence
You see your event on the system before you release a large budget. Fixed price, no commitment to phase 2.
Less manual work
Registration, confirmation, reminders and the waitlist run automatically. No contact is entered twice.
Prove the result
Who registered, who came and what came of it sits in the CRM, not in a spreadsheet.
02Starting point
One event, six tools. After phase 1, it’s one.
Invitations, registration, payment, Teams links, check-in lists and follow-up usually run separately: event management software, ticket shop, spreadsheets. In the accelerator, everything lands in one record, right where your CRM already is.
56% of event leaders name post-event ROI as their biggest frustration.
- Newsletter tool
- Ticket shop
- Excel list
- Teams links by hand
- Printed check-in list
- Follow-up in Excel
Dynamics 365 · DataverseOne record per contact, event and attendance
03Who it’s for
For teams that run many events and have little time.
Associations
Conferences and member assemblies.
Your pilot event, for example:General assembly with member check-in
Education
Courses, info evenings, graduations.
Your pilot event, for example:Course series with a waitlist
Non-profit
Fundraisers, volunteer events.
Your pilot event, for example:Benefit evening with a donor segment
Recognised non-profit organisations get up to 70 percent off Microsoft licences, directly through Ambit.
04Your result
After three weeks, your event runs on Dynamics 365.
No demo with sample data: your event, your contacts, your passes.
Planning
Your event, fully in the system
Programme, sessions, speakers, rooms and passes with price and quota in one place.
Registration
Sign-ups without email ping-pong
Registration page without an extra licence, embedded on your website. Confirmation with QR code.
Journeys
Invite and remind without manual work
Invitation, confirmation, reminder and a waitlist that moves up automatically, against empty seats and no-shows.
Teams
Webinars without sending links
Teams webinars for up to 1,000 attendees. Attendance is written back automatically.
Check-in
Entry without a paper list
One QR code per registration. Every check-in shows on the contact immediately.
Follow-up
Results you can prove
Attendee management in the CRM: segments from check-in data, leads from event interactions, attendance history per contact.
AI
Copilot writes along
Journeys from a description, suggestions for content and subject lines. Set up on your event.
Basis: Dynamics 365 Customer Insights – Journeys as documented on Microsoft Learn, September 2026. All features listed are generally available.
05Process
Process: three weeks to the dress rehearsal.
In the showroom you register for your own event, receive the QR code and check in. Two minutes later you see the record in the CRM.
Week 1
Process workshops
Event flow, registration and passes, communication and follow-up.
Week 1–2
Fit/gap with AI
Your target flow against the standard. Near-standard gaps are closed straight away.
Week 2
Build
Your event with your contacts, journeys, registration page and Copilot.
Week 3
Showroom as dress rehearsal
Register, receive the QR code, check in, trigger the follow-up. Live, with your leadership team.
Week 3
Key user training
Your team learns on its own event, train-the-trainer style.
06Fixed price
Fixed price: CHF 20,000 for phase 1.
One result, one price, one timeline. No daily rate and no open-ended effort: you pay for an event that runs on the system.
Phase 1 · Connected Event Accelerator
CHF 20,000
fixed price excl. VAT
- 3 process workshops with your team
- AI-assisted build of your event with your contacts
- Registration page, passes, journeys and Copilot
- Showroom as dress rehearsal with QR check-in
- Key user training on your own event
- Customer Insights licence for 3 months
- Project management by Ambit Schweiz AG
Why a fixed price works
Provisioning, base configuration and templates are AI-assisted and standardised on our side. Senior expertise goes where it matters: the workshops, the fit/gap and your event logic.
What we need from you
- Event owners and the product owner are available for workshops and questions during the three weeks.
- Access, existing documents and the sending domain (DNS records) are ready before kick-off.
- Key facts about your pilot event (programme, passes, audience) and sample emails about two weeks before kick-off.
- Contact data for the invitation in week one, for example as Excel.
What is not part of phase 1
- A Power Pages portal or your own event domain. Licensed separately, part of phase 2.
- Payment through a payment gateway. Microsoft still lists the integration as preview.
- Invoices and the hand-over to your finance system. Invoices belong in the finance system; the connection follows in phase 2.
- Marketing automation beyond the event: lead scoring, nurturing, lifecycle and re-engagement journeys. The Lead2Cash Accelerator covers these.
- A scanner app for entry (Canvas Power App, requires a Power Apps licence).
- Data cleansing, migration of past events and custom email design in your corporate identity.
- A production environment and customer-specific code.
07Afterwards
What comes after phase 1 is your call.
Phase 1 is finished and paid for. There is no commitment to phase 2.
Phase 1this offer
Connected Event Accelerator
Your event on the system, showroom and training.
Fixed price · 3 weeks
Phase 2optional
Go live with your first event
Portal or own domain, payment, finance system hand-over, scanner app, email design in your CI.
Time box · scope from the backlog
Phase 3optional
Your entire event programme
All event series, templates, further integrations, rollout to the team.
Agile sprints · time & material
«An event tool doesn’t convince on slides. It convinces when your leadership team registers itself and has the QR code in the inbox two minutes later.»
Christian Schipp · CX Transformation Advisor / Partner · Ambit Group
Your contact from the first call to the showroom.
08FAQ
Frequently asked questions about the Connected Event Accelerator.
What is the Connected Event Accelerator?
A fixed-price offer by Ambit Schweiz AG for event management on Dynamics 365 Customer Insights – Journeys. In three weeks we build your real event with registration, passes, journeys, QR check-in and follow-up and test it in the showroom. Afterwards you decide on going live.
What does the Connected Event Accelerator cost?
CHF 20,000 excl. VAT as a fixed price for all of phase 1, including the Customer Insights licence for three months. No daily rate, no open-ended effort, no commitment to phase 2.
Do we need a separate event tool?
No. Event management is part of Dynamics 365 Customer Insights – Journeys. Contacts, events, registrations and attendance live in Dataverse, the same store your CRM uses.
Can the system issue invoices for events?
No, and that is the right design. Registration and pass provide the billing-relevant data; the invoice is created in your finance system, for example Business Central, Abacus, SAP or Datev. That connection is part of phase 2.
Our next event is six months away. Does that work?
Yes. In phase 1 we build your real event with its real programme and real contacts, and test it in the showroom. You schedule the send-out to your audience afterwards, with a system your team already knows.
Which licences do we need after the POC?
Dynamics 365 Customer Insights is licensed per tenant, not per user. If a qualifying Dynamics 365 app is already in your tenant, the lower attach price applies. Ambit is a direct licence provider and works out the requirement with you.
We already use Dynamics 365 Customer Insights. Is it still worth it?
Yes. Part of the provisioning falls away, and your existing contacts and segments are included from day one. We clarify the scope in the first call.
09Order
Order phase 1. The rest remains your decision.
- Sign the order electronicallyTwo minutes, no printing. The order contains exactly the deliverables and exclusions on this page.
- Confirmation and kick-off dateYou receive the preparation questions and the list of documents. We set the kick-off together.
- Three weeks to the dress rehearsalOnce access and documents are in place, the clock starts.
Your order
Phase 1 · Connected Event AcceleratorCHF 20,0003 workshops, AI-assisted build, showroom, training
Dynamics 365 Customer Insights licenceincluded3 months, for the POC
Project management Ambit Schweiz AGincludedPreparation, coordination, results presentation
Fixed price excl. VATCHF 20,000
Request signature link
Clarify questions first
The contracting party is Ambit Schweiz AG. Invoiced at kick-off, payable within 30 days net. The terms and conditions of Ambit Schweiz AG apply.
10Connected
One customer base for events, marketing, sales and service.
Each accelerator can be booked on its own and follows the same pattern: three weeks, fixed price, showroom.
BackgroundWhy event management belongs in Dynamics 365Connected EventmanagementOverviewAll areas at a glanceCX-CRM AcceleratorCHF 15,000Customer Insights: from lead to customerLead2Cash AcceleratorCHF 20,000Sales: from lead to quoteConnected Sales AcceleratorCHF 20,000Customer Service: from request to resolutionServiceAgent AI AcceleratorCHF 22,000Field Service: from work order to job doneField Service AI AcceleratorAI agentsAI agents for your processesCopilot Studio AcceleratorAdvisoryStrategic guidance for large initiatives: target picture, roadmap, governance, evaluationAmbit Advisory
Event communication is included here; marketing automation with lead scoring, nurturing and lifecycle journeys is part of the Lead2Cash Accelerator. Both run on the same Customer Insights licence and can be combined.