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Event Management in Microsoft Teams: The Ultimate Guide

With more than 200 million users in 2022, Microsoft Teams has become the go-to platform for communication within organizations. But did you know that you can take your Teams experience to the next level by...

With more than 200 million users in 2022, Microsoft Teams has become the go-to platform for communication within organizations. But did you know that you can take your Teams experience to the next level by adding the Event Management app? In this comprehensive guide, we'll show you how to seamlessly integrate Event Management into Microsoft Teams and unlock a whole new level of productivity and efficiency.

Why is the Event Management app useful in Microsoft Teams?

When you integrate the Event Management app in Microsoft Teams, you ensure that you reach your users through the channel they use every day. Whether it's for internal meetings, webinars, or conferences, the Event Management app allows you to create, manage, and promote events effortlessly. Say goodbye to juggling multiple platforms and embrace a streamlined event management experience within Teams.

Connect your teams with your SharePoint Event Management sites

With the Event Management app, you can create dedicated teams for event organizers and audiences. Let event organizers handle registration, waiting lists, and communication, all within Teams. From promoting events to managing attendees, the app consolidates all event-related tasks in one place. On the other hand, audiences can sign up, collaborate, and receive updates on events directly in Teams. The integration ensures seamless coordination and engagement throughout the entire event lifecycle.

Teams for organizers Teams for organizers

Teams for your audiences Teams for your audiences

Experience the Event Management and Microsoft Teams integration in action

Curious to see how the Event Management app works in Microsoft Teams? Contact us today and schedule a live demo with our specialists. We'll walk you through the app's features and functionalities, and discuss how it can cater to your specific needs. With our Microsoft 365 certification, over 20 years of experience, and thousands of happy users, you can trust us to deliver a seamless event management experience.

Add the Event Management app to your SharePoint site

Before you can start using the Event Management app in Microsoft Teams, make sure you have the SharePoint|sapiens Event Management add-in installed on one of your SharePoint sites. Our guided BOT installation ensures a hassle-free setup process, allowing you to create your site in no time. If you're unsure about how to download the app, refer to our article on adding the Employee Training management to your Microsoft 365 environment.

Add tabs to your team channel

Now that you have the Event Management app installed, it's time to add tabs to your team channel. This will enable you to display your Event Management pages and list views directly within Teams, ensuring easy access and seamless navigation. Simply open a team channel in Microsoft Teams, click on the "+" sign to add a new tab, search for "Event Management," and click on the app to add it. From there, you can configure the tab settings and choose the specific site page or list view you want to display.

Add a new tab - Search for Event Management Add a new tab - Search for Event Management

Add a new tab - Add Event Management Add a new tab - Add Event Management

Select an Event Management site Select an Event Management site

You can create multiple tabs to showcase different pages and views of your event management site within a team channel. For event organizers, consider displaying the upcoming events view to facilitate seamless event creation and management. For attendees, showcase the Attendees page to enable easy event search and enrollment. The flexibility of tabs allows you to tailor the experience to your specific requirements.

Organize events effortlessly with tabs

For event organizers

To get started, create a new team for your event organizers (if you haven't already) and add a new tab. Select the Event Management app and choose the "Upcoming Events - For Organizers" view in the Scheduled Events list. This will display the list of upcoming events in the Teams tab, empowering your team members to create and manage events, enroll users, and handle all event-related tasks efficiently.

Create tab for organizers - select list view Create tab for organizers - select list view

For attendees

Similarly, create a new team for your audiences and add a new tab. Select the Event Management app and choose the "For Attendees" site page in SharePoint. This will display the For Attendees page in the Teams tab, allowing team members to easily access upcoming events, enrollments, and other relevant information.

Create tab for attendees - select list view Create tab for attendees - select list view

Feel free to customize the For Attendees page in SharePoint according to your preferences. Whether it's changing links, background images, or adding additional web parts, you have full control over the attendee's experience. If you want to display specific events to your team, create a new view in the Scheduled Events list in SharePoint that shows only the desired events.

In the tab's configuration dialog, you'll have access to all the site pages and list views within your Event Management SharePoint site. Any changes you make in SharePoint will be reflected in the Teams tab, ensuring a seamless user experience.

By following these simple steps, you can optimize your event management process and leverage the power of Microsoft Teams. Say goodbye to scattered event information and embrace a centralized, efficient, and engaging event management experience.

Remember, the Event Management app in Microsoft Teams is designed to simplify and enhance your event planning and coordination. Let your teams focus on what matters most - delivering exceptional events.

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