Applies to: Event Management for Office 365/SharePoint online
In this article:
Why is it useful to add the Sapiens Event Management app within Microsoft Teams?
With over 200 millions users in 2022, Teams established as one of the easiest and quickest way to communicate with colleagues and team members within an organization. By integrating the Event management app in Microsoft teams, you make sure you reach users through the channel they use every day. Follow our step by step guide below to connect your Event management site in SharePoint with Teams.
Event Management in Microsoft Teams – Overview
Download the app from the store first: https://teams.microsoft.com/l/app/2b8b9b59-d595-46b3-ba0a-602024bab0cc?source=app-details-dialog
Connects your teams with your SharePoint|sapiens Event Management sites.
Create teams for event organizers and let them create and manage events professionally, handle registration, waiting lists and communication. Let them promote events, send out notifications, keep track of attendees and waiting lists in one place and enroll internal and external users on behalf.
Create teams for audiences, share events and let members sign up and collaborate. Sign up in events to receive meeting requests and updates via e-mail to make sure you have the latest event details in your schedule.
If you want to see Event Management and the Microsoft Teams integration in action first, we can show you how the app works.
Install the Event Management app on a SharePoint site
Please note that Event Management for Teams requires the SharePoint|sapiens Event Management add-in to be installed on one of your SharePoint sites. Learn how to install the SharePoint|sapiens Event Management app.
Add tabs to your team channel
Display your Event Management pages and list views as a tab in your team channel.
Open a team channel in Microsoft Teams, click on the + sign to add a new tab.
Search for ‘Event Management’, click on the app…
…and then on ‘Add’.
This opens the configuration dialog for the Event Management tab.
In the configuration dialog you first have to select the SharePoint site where the Event Management is installed. If you have not yet added the app to one of your SharePoint sites, please follow the installation guide.
Once you selected an Event Management SharePoint site in the configuration dialog, select the site page or list view you want to display in the Teams tab.
You can create various tabs to show different pages and views of your event management site in a team channel. In the following section we want to focus on two examples:
- For event organizers: Display upcoming events view to allow organizers to create and manage events.
- For attendees: Display the Attendees page to allow users to search events and enroll and to view their current enrollments.
For event organizers
First, create a new team for your event organizers, or use an existing team if you already have one, and add a new tab.
Now select the ‘Event Management’ app to open the configuration dialog.
Select your Event Management site and then the view ‘Upcoming Events – For Organizers’ in the ‘Scheduled Events’ list and click on ‘Save’.
This will show the list of upcoming events in the Teams tab. Team members can create new events, enroll users, manage enrollments, etc.
You can also create other tabs in the organizer team to show for example All Topics, All Enrollments, etc. Also take a look at the user guide to learn how to use the Event Management app. You can use all the functionalities also in Microsoft Teams.
For attendees
First, create a new team for your audiences, or use an existing team if you already have one, and add a new tab. In this example we use the Marketing Team.
Now select the ‘Event Management’ app to open the configuration dialog.
Select your Event Management site and then the site page ‘For Attendees’ and click on ‘Save’.
This will show the ‘For Attendees’ page in the Teams tab. Team members can click on ‘Upcoming Events’ to view events and enroll or on ‘My Enrollments’ to view their current enrollments.
You can of course also change the ‘For Attendees’ page in SharePoint if you want to change the links or background images, or if you want to add other web parts. If you want to display only specific events to your team, for example only marketing events, create a new view in the ‘Scheduled Events’ list in SharePoint that only shows specific events and use this view instead.
In the tab’s configuration dialog you can choose from all the site pages you have in your Event Management SharePoint site and all the list views in the Event Catalog, Scheduled Events and Enrollments list. If you change a page or view in SharePoint, this will also affect the tab in Microsoft Teams.
