Frequently Asked Questions

Getting Started

  • It's my first time to the site, what do I do?
  • I forgot my username or password, how can I get access to the site?
  • How can I reset my password?
  • I have an existing membership, but I can't remember what email address I use.
  • Where do I access my member benefits like Chapter meetings, Special Interest Group webinars, communities, Academy Workshops, and more?
  • How do I connect with other users in the user group?
  • Can I post a job opening on D365UG/CRMUG?

My Profile

  • Why do I edit my contact information?
  • How do I add or remove contacts from my company?

Membership

  • What is the difference between a Member and a Subscriber?
  • I created a profile. What does that mean and what can I do?
  • I'm a Subscriber, but I want access to all D365UG/CRMUG offers. How do I become a Member?

Events

  • How do I register for an event?
  • What if I miss an event I registered for?
  • How do I invite others from my company to attend an event?
  • How do I subscribe to your RSS feeds?
  • Can I add the event RSS feeds to my website?

Firewall and Site Access Information

  • What are the IP addresses for crmug.com?
  • How do I whitelist the domain so I'm sure to receive emails from the website/community? (When you whitelist a domain, you are ensuring the emails from this domain are not considered spam. Contact your internal IT department to have the Dynamic Communities IP domains added to your whitelist).
  • Is the D365UG/CRMUG website accessible through any browser (Internet Explorer, Chrome, Firefox, Edge and Safari)?

Cancellations & Refunds

  • What is your cancellation and refund policy?

Helpful Links

 

Keep up with new site enhancements, best practices on different features and more!

WEBSITE BLOGS

 

Don't see the answer to your question? Our fantastic support team is standing by to help you out!

ASK SUPPORT

 

Getting Started

Q. It’s my first time to the site, what do I do?

A. To have access to register for events, post discussions, and create a profile – among other things – you’ll need to create a username and password. To do so:

  1. Click the blue Login button in the upper right corner
  2. Click the Sign Up button
  3. Enter your email address. If you’ve previously been involved in D365UG/CRMUG or have a membership, make sure to use the email address you’ve been using with us. If your email does not a match a record in our system, you will be taken through the profile setup process.
  4. If your email matches an existing record, follow the prompts to have a password reset emailed sent to you which will allow you to update your username and password.


Q. I forgot my password or username, how can I get access to the site?

A. If you’ve forgotten either your username or password, follow the steps as if you were creating a new account.

  1. Click the blue Login button in the upper right corner
  2. Click the Forgot Password link
  3. Enter your email address associated with your account. If you've previously been involved in D365UG/CRMUG or have a membership, make sure to use the email address you've been using with us. Can’t remember your email address?
  4. You have 3 options to recover your password: email to your primary email, email to your secondary email or text message to your mobile phone. You will need to provide your secondary email and mobile phone in order to use these options. Mobile phone numbers must be validated before being used for password recovery.
  5. Follow the prompts for your chosen password recovery method.
  6. If you chose email, a reset link will be emailed to you. When you follow the link, you can reset both your username and password OR just your password. If you chose mobile phone, a reset link will be texted to you. After validating the code, you can reset both your username and password OR just your password.

 

Q. How can I reset my password?

A. There are two ways to reset your password. If you are logged in, navigate to your Profile. Click the Edit Update Contact Details button. Select the Update Login option.

You can also reset your password following the steps below:

  1. Click the blue Login button in the upper right corner
  2. Click the forgot password link
  3. Enter your email address associated with your account. If you’ve previously been involved in D365UG/CRMUG or have a membership, make sure to use the email address you’ve been using with us. Can’t remember your email address?
  4. You have 3 options to recover your password: email to your primary email, email to your secondary email or text message to your mobile phone. You will need to provide your secondary email and mobile phone in order to use these options. Mobile phone numbers must be validated before being used for password recovery.
  5. Follow the prompts for your chosen password recovery method.
  6. If you chose email, a reset link will be emailed to you. When you follow the link, you can reset both your username and password OR just your password. If you chose mobile phone, a reset link will be texted to you. After validating the code, you can reset both your username and password OR just your password.

 

Q. I have an existing membership, but I can’t remember what email address I used in my record.

A. If you’ve setup your username & password already, login with those credentials. Navigate to your Profile, your email will be on the left, or you can edit under the Edit Contact Details button. The email address associated with your record will display.

If you haven’t setup your username & password yet and you think you know your email address, click the blue Login button. Click the Sign Up button and enter the email address you think might be associated with your account. If the email address is recognized in the system, you'll be prompted to reset your password. If your email address is not recognized, you'll be prompted to create a new account. Click Cancel, and please email our support team at support@dynamiccommunities.com and we will look up your email address for you.

Q. Where do I access my member benefits like Chapter meetings, Special Interest Group webinars, communities, Academy Workshops, and more?

A. Check under the Learn & Engage tab on the left navigation menu

  • Chapter Meetings – Want to network with other users who live and work near you? Check out this page to find your Chapter community and upcoming Chapter meetings.
  • Special Interest Groups – Special Interest Groups (SIGs) connect you with users who work in a similar role, do business in a shared industry, or are interested in similar topics of interest. Network 24/7 via the communities or search for upcoming events.
  • Upcoming Webinars – See the full scope of upcoming virtual events for D365UG/CRMUG. View all of our upcoming webinars, filter by tags and other criteria.
  • Webinar Recordings – Missed a webinar you really wanted to attend? All virtual webinar events are recorded and available for Members to view when it fits their schedule.
  • CRMUG Courses – Academy courses are in-depth, instructor led courses in a virtual classroom environment. This gives you a chance to dive into a specific topic and get time hands-on with an expert instructor available to answer questions – all from the comfort of your desk! View the full schedule and get registered.
  • Open Forum – Tap into the collective knowledge of the D365UG/CRMUG community! Post product specific question in the Open Forum to get answers and insights from your peers. If you have questions about membership, registrations or D365UG/CRMUG, fill out a support ticket and a member of our staff will follow up with you.
  • Directory - Make connections with other users and partners. Members can use advanced search criteria to find others by industry, job role, and more. Please note, partners are listed in the directory but do not have access to view.
  • Volunteer - Get engaged with D365UG/CRMUG and share your time and talents! Check out the variety of volunteer opportunities available.


Q. How do I connect with other users in the user group?

A. All User & Partner Members and Subscribers are included in the Directory. Click on Directory under the Learn & Engage menu option. Subscribers have access to the basic search capabilities. Members have access to advanced search options to filter by things like role, industry, number of licenses, and more.

Please note, while contacts for partner organizations are listed in the directory, partners do not have access to search the directory.

Q. Can I post a job on D365UG/CRMUG?

A. Posts about job openings and/or announcements are not allowed in any of D365UG/CRMUG online forums as per our Code of Conduct. This includes posting open positions at your company as well as advertising that you are looking for a job. 

My Profile

Q. Where do I edit my contact information?

A. Once logged in, navigate to your Profile by either selecting the My Profile option under Membership in the left navigation menu or clicking the drop down next to your picture in the upper right and clicking the Profile option. You can edit by selecting the Update Contact Details button.

 

Q. How do I add or remove contacts from my company?

A. Once logged in, navigate to your Profile. Select the Manage Users button.

You should see a list of all contacts associated with your company.

  • To make changes to an existing contact, click the Edit button next to their name.
  • To remove an existing contact, click Delete. *Only account administrators and the primary contact can remove a contact from an account.
  • To add a new individual, click the New Contact button.

Q: How do I change the Primary Contact listed for my company’s account?

A: You need to contact support@dynamiccommunities.com to have a new Primary Contact designated on your account.

 

Q: What is the role of the Account Administrator and Billing contacts on the account?

A: The Account Admin can add/edit/delete contacts associated with the account. The Billing contact will receive future email communications when the account is scheduled to be renewed.

Please note, deleting an individual from your company contacts will disassociate that individual from your company and its membership. It will not delete their profile on the D365UG/CRMUG site.

Membership

Q. What is the difference between a Member and a Subscriber?

A. By paying annual membership dues, Members have access to all benefits of the User Group including access to all virtual events, complimentary attendance to all Chapter meetings, participation in all discussion forums and communities, advanced member directory capabilities, 50% discounts on Academy courses, and $400 off each Summit registration. Membership dues are assessed based on the number of Dynamics licenses your company has purchased, and one membership gives everyone in your organization access to all user group benefits. Find out more about membership

Subscribers have access to all open webinars (meaning those that aren't designated Members Only), can attend Chapter meetings for $25 per meeting (unless otherwise noted), can join and participate in all open communities like the Open Forum and Chapter communities, and can access the basic search feature of the directory. Subscribers are encouraged to attend Academy courses and Summit; however, they are not eligible for the Member discounts on registration. Subscribers do not pay annual membership dues.


Q. I created a profile. What does that mean and what can I do?

A. Creating a profile is the first step to engaging with D365UG/CRMUG. After creating your profile, you will have Subscriber access to D365UG/CRMUG and its benefits.

Subscribers have access to all open webinars (meaning those that aren't designated Members Only), can attend Chapter meetings for $25 per meeting, can join and participate in all open communities like the Open Forum and Chapter communities, and can access the basic search feature of the directory. Subscribers are encouraged to attend Academy courses and Summit; however, they are not eligible for the Member discounts on registration. Subscribers do not pay annual membership dues.

For full access to D365UG/CRMUG, become a Member.


Q. I'm a Subscriber but I want access to all D365UG/CRMUG offers. How do I become a Member?

A. To become a member, follow these steps:

  1. Click on Join Now and login using your username and password or if new go through the Sign up process
  2. Select which D365UG/CRMUG Membership you'd like and click Continue.
  3. Select your payment option and input your information.
  4. Start enjoying your full D365UG/CRMUG Member benefits!

Firewall and Site Access Information

Q. What are the IP addresses for crmug.com?

A. Our website, crmug.com, has two dedicated IP addresses which it is hosted on: 52.70.138.19 and 52.6.165.57. If your company has firewalls set up to restrict website access these two IP addresses will need to be added to your allowed list in order for you to access crmug.com. 

 

Q. How do I whitelist the domain so I'm sure to receive emails from the website/community?

A. Please add the following IP addresses to your company's whitelist: 

54.240.14.216
54.240.14.217
54.240.14.218 
54.240.14.219 
54.240.14.220 
54.240.14.221
54.240.14.31 
54.240.14.32 
54.240.14.78 
54.240.14.79 
54.240.14.80 
54.240.14.106

  

Q. Is the D365UG/CRMUG website accessible through any browser (Internet Explorer, Chrome, Firefox, Edge and Safari)?

A. Yes, the D365UG/CRMUG website is compatible with all web browsers. If you are using Safari, you will need to enable cookies to Always Allow in the Settings. On a desktop, open Safari -> Setting -> Block Cookies -> Always Allow. On a phone, open Settings -> Safari -> Block Cookies -> Always Allow. 

Events

Q. How do I register for an event?

A. From any event list or schedule, click on the event title or the Details button. If you are already logged in, you will see a Register button on the right side of the event description. Click the button and follow the instructions to complete your registration.

If you're not already logged in, click the Login & Account Setup button. After entering your credentials, the Register button will be visible. Click the button and follow the instructions to complete your registration.

NEW: If One-Click Register is available and you are logged in you can use this option to register instead of clicking on the title or details button, you will automatically be registered upon confirmation.

 

Q. What if I miss an event I registered for?

A. If you miss an event you registered for – don’t worry! All virtual webinars are recorded and published in the Recordings Library. These recordings are available to Members whenever it fits in their schedule. You can access webinar recordings by selecting the Webinar Recordings option under Learn & Engage in the left navigation menu. Make sure you Register, all registrants receive an email with a link to the recording, usually within 24 – 48 hours after the recording date.

A select number of webinars – like Partner Showcases – are also available for Subscribers.

Chapter meetings are not recorded; however, slide decks for content covered during the meeting are shared in the Chapter Community. Visit the Chapter Meetings page to find your local community.

If you miss an Academy Workshop, please contact the Academy team at academy@crmug.com.

 

Q. How do I invite others from my company to attend an event?

A. If you see an event you want to share with a colleague or friend, open the meeting by clicking on the title or details button, use the Share bar to share this event through social media, email or by link.

 

Q. How do I subscribe to your RSS feeds?

A. Click on the RSS feed you want to subscribe to; feeds are located on the All Events, Chapter Meetings, Webinars, and Academy web pages. In Internet Explorer and Firefox, you should see options on how to consume the feed and the ability to subscribe (similar to the screenshot below).

If you are using Chrome, you will need to install an RSS Feed Reader if you do not currently have one in order to consume and subscribe to the RSS feed.

  

 

Q. Can I add the event RSS feeds to my website?

A. Yes, feel free to add any and all D365UG/CRMUG RSS Feeds to your website! To get the URL for the feed, click on the icon for the feed you want to add. Copy the URL from the browser address bar. Depending on what website platform you use, you may have available widgets for displaying the RSS feed on your site (like what we have on our Home Page for the Open Forum discussions). Every web platform is different so if you're unsure of how your site can consume the RSS feed, check with your IT department or website administrator.

 

 

Cancellations & Refunds

Q. What is your cancellation and refund policy?

A. All purchases are final and not eligible for refund unless otherwise noted for the specific program or event.