Frequently Asked Questions

Getting Started

To access the community to register for events, post discussions, and network with your peers – among other things – you’ll need to Join by creating a username and password.

To do so:

  1. Click Join the Community button in the upper right corner
  2. Follow the prompts to complete your profile to login to the community. You will be asked to provide information about you (such as name, email, zip code) and about your organization to create your account.
Click on the Participate navigation option drop down and make a selection.
All community participants are included in the Participant Directory located under the Resources menu option. Access to the Participant Directory is a User Member benefit.
Please note, while contacts for partner organizations are listed in the directory, partners do not have access to search the directory.
Posts about job openings and/or announcements are not allowed in any user group 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.

Login Support

You can reset both by completing the Forgot Password process. Click the Sign In button and select Forgot Password. Depending on the recovery methods you selected when you created your account, you will be asked to choose from the following recovery options: primary email, secondary email, or mobile phone.
There are two ways to update your username and/or password:
  • If not logged in, through the Forgot Password process.
  • If logged in, navigate to your Profile. Click on Update Contact Details. Select Update Login.

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

Ask Support

Membership

All memberships are 1-year in length from initial sign up date.
For end users of the Dynamics product, we offer three membership options:
  • Individual: allows one unique login to the User Group
  • Small Team: allows 3-5 unique logins to the User Group
  • Company: allows 6+ unique logins to the User Group

For Dynamics Partners and Consultants we offer one Partner & Consultant membership.

Visit the Membership Benefits page to learn more about membership structure and benefits.

Visit the Pricing page for current membership rates.
Members have access to all benefits of the User Group through their annual membership dues; including:
  • Discounts on Academy courses and conference registration
  • Attendance to all Chapter meetings
  • Participation in all discussion forums and communities
  • All virtual webinars
  • Participant directory access

Membership in the User Group community grants you websites access to D365UG.com, AXUG.com, and CRMUG.com.

Yes, the user group community has a growing international membership and many of our benefits, resources and educational opportunities are available online.

It will depend on the membership level. If your membership is at the small team or company level, your membership will remain with your organization.

If you have signed up for the individual membership and you leave your organization, your membership will transfer with you. Please be sure to update your profile with the correct contact information.

Profile, Account & Communication Management

You can access your profile two ways:
  • Selecting Profile from the the drop down next to your picture in the upper right
  • From the main navigation, Membership -> My Profile
By clicking on the Update Contact Details area of your profile.

Within your profile, click on the Actions button below the avatar. Select Change Photo from the drop down.

This is the main contact for the company. Primary Contacts can add/edit/remove users and edit/remove other Account Admins. The primary contact receives email communications when the account is scheduled to be renewed
Primary Contacts can be changed through a Support Ticket. Please include the name and email adress of the new Primary Contact when submitting your request.
The Account Admin can add/edit/remove contacts associated with the account. Account Admins cannot remove other Account Admins. The Billing Contact receives email communications when the account is scheduled to be renewed.
Click on Add and Manage Users from within your profile. Within this section, you can Edit, Delete or Add users to your account.

Individual or Small Team memberships limit the number of users who can be added. To upgrade your membership, contact our membership team.

Deleting an individual from your company contacts will disassociate the individual from your company and its membership. It will not delete their profile on the User Group site.

In your profile, click on the subscription management button and select the emails you’d like to receive from us. You may update your subscription preferences at any time.

You can also manage or update your preferences for any online community notifications (including discussion notifications, messages from other community participants, contact requests, and other community messages) by visiting My Profile -> My Settings -> Email Preferences.

You may also update your preferences by sending a letter, calling, or submitting a support ticket.

Registrations

IMPORTANT: The person who the registration is being transferred to needs to have an active account.
  • From your Profile, click on My Registrations.
  • Find the meeting under the Upcoming Events section. Click on Meeting Details.
  • Click on Edit Registration.
  • Click on Transfer. Select the name of the person you would like to transfer registration to. Both people should receive a confirmation email that registration has been transferred.
  • From your Profile, click on My Registrations.
  • Find the meeting under the Upcoming Events section. Click on Meeting Details.
  • Click on Edit Registration.
  • Click on Edit.
  • Webinars - Do not require a cancellation. If you keep your registration active, you will receive an email notification when the recording is added to the site.
  • Chapter Meetings - Cancellation requested. Catering is ordered based off registration numbers. Visit the Chapter Community post-event for recap posts and materials.
  • Academy Courses - Cancellation required for refund or credit.
  • Conferences & Events - Cancellation required for refund. Please see the Conference and Event Cancellation Policy for refund cut off dates and terms.
Webinars, Academy or Conferences
  • From your profile, click on My Registrations.
  • Find the meeting or event from the Upcoming Meetings section. Click on Meeting Details
  • Click on Edit Registration
  • Click on Cancel
Chapter Meetings
  • Navigate to the Chapter page and click My Meeting Registrations
  • Click on View Itinerary
  • Click Cancel Registration
Please note, you are unable to cancel a past meeting registration.
Please see the Conference and Event Cancellation Policy for refund cut off dates and terms.

Firewall & Site Access

Our website has three dedicated IP addresses which it is hosted on: 52.70.138.19, 52.6.165.57 and 64.94.16.118. If your company has firewalls set up to restrict website access these IP addresses will need to be added to your allowed list in order for you to access the site.
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
Yes, the 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.

Terms & Conditions

You can access our Privacy Policy here.
Yes, all participants must agree to the Code of Conduct upon joining the community and again if terms are updated.
Yes, all Partner and Consultant participants must agree to the Partner Terms & Conditions Agreement upon joining the community.
No. Post about job openings and/or announcements are not allowed in any of the 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.
Please see the Conference and Event Cancellation Policy or Academy Terms & Conditions for refund cut off dates and terms.