Enhancing Community Experiences with Dynamics 365 Customer Insights – Journeys

Soluzione helped Ascend Canada modernize its event engagement ecosystem to connect every stage of the attendee journey.

Microsoft Dynamics 365 Customer Insights – Journeys | Event Management Portal | Event Automation | Attendee Engagement Analytics

About Project

Ascend Canada regularly hosts professional networking events, leadership programs, educational sessions, and community initiatives for its growing member network across Canada. As event participation increased, managing registrations, attendee communications, ticketing, and attendance processes manually became increasingly complex and time-consuming. This is when they implemented Dynamics 365 Customer Insights – Journeys along with a custom event management portal by partnering with Soluzione.

Industry:Non-Profit Professional Association
Location:Toronto, Canada
Services:Dynamics 365 Customer Insights - Journeys Implementation, Event Engagement Automation, Portal Development
Technology:Microsoft Dynamics 365 Customer Insights - Journeys, Microsoft Dataverse, Microsoft Power Platform, Event Management Portal, Ticketing & Attendance Management.

About Client

Ascend Canada is committed to enhancing the presence, visibility, and influence of Pan-Asian business leaders through professional development programs, networking opportunities, and community engagement initiatives. They support thousands of members through a wide range of events and educational programs. But to continue delivering engaging experiences while supporting growing partnerships, Ascend Canada required a modern event management platform capable of handling registrations, ticketing, attendee engagement, and communications in a unified environment.

Challenges Addressed by Soluzione

The organization initiated the project to achieve its following key objectives:

Simplify event registration and attendee management processes.
Reduce manual coordination involved in event communications.
Create a seamless experience for event discovery, registration, and participation.
Manage physical event ticket purchases through a centralized platform.
Improve attendee engagement through personalized communications.
Streamline event operations across multiple programs and initiatives.
Establish a scalable framework to support future events and community growth.
Gain visibility into registrations, attendance, and event participation metrics.

Key Implementations

Dynamics 365 Customer Insights – Journeys Implementation

Soluzione implemented Dynamics 365 Customer Insights – Journeys to centralize event engagement activities and automate attendee communications throughout the event lifecycle.

Event Management Portal Development

A dedicated event portal was developed to provide a streamlined experience for event discovery, registration, ticket purchases, and participant management through a single platform.

Event Creation & Lifecycle Management

The solution enabled administrators to create, publish, manage, and monitor events efficiently while maintaining visibility into registrations and participation.

Physical Ticket Creation & Purchase Automation

Attendees were able to register for events and purchase physical tickets through an integrated and user-friendly workflow that reduced manual administration.

Registration & Attendee Management

Automated registration capabilities simplified attendee onboarding and improved participant management across multiple event types.

Audience Segmentation & Personalized Communications

Event audiences were segmented based on participation and engagement criteria, enabling targeted invitations, confirmations, reminders, and post-event communications.

Attendance Tracking & Engagement Monitoring

Attendance tracking functionality was implemented to provide real-time visibility into participant attendance and overall event engagement.

Reporting & Event Performance Insights

Centralized reporting and analytics capabilities provided actionable insights into registrations, attendance trends, participant activity, and event performance.

Business Value Delivered

Personalized attendee engagement through automated and targeted communications.
Simplified registration and ticket purchasing through a centralized event portal.
Improved event participation with automated reminders and engagement workflows.
Greater operational efficiency through automation of event planning and attendee management processes.
Enhanced visibility into registrations and attendance through centralized reporting and analytics.
Stronger community relationships through consistent engagement before and after events.

Key Takeaways

Successful event management requires more than registration and attendance tracking. Organizations need the ability to deliver personalized experiences, automate engagement, and maintain meaningful relationships with participants before, during, and after every event.

Through Dynamics 365 Customer Insights – Journeys, Ascend Canada established a modern event engagement framework that combines event management, attendee segmentation, ticketing, journey automation, and analytics. The result is a more connected attendee experience, streamlined event operations, and a scalable platform capable of supporting future community engagement and leadership initiatives.

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