How to Convert a Visitor to a Member in Dynamics 365 CE/CRM

In this Community Summit North America 2022 moment, Ms. Laura Jacobowitz, Development/Technical Manager, Axtegrity Consulting, explains how to track visitors using Dynamics 365 CE/CRM.


00:09 – Why track visitors? It is important for non-profit organizations to track visitors so they can become members and keep them coming back to events. Keeping track of the number of visits from each attendee makes it more possible for them to become a member.

00:57 – What is important data to collect from a visitor? Important data pieces are the visitor’s address, date of visit, whether or not it was their first visit, and if they came alone or in a group. Users can also insert comments about each visit.

01:24 – In Dynamics 365 CE/CRM, there is a timeline that tracks each attendee’s visit. Dynamics 365 CE/CRM can also send automated emails out to each visitor to thank them for attending.

03:22 – Converting a visitor to a member is a business process flow.

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