Keep up with new site enhancements, best practices on different features and more!
Don't see the answer to your question? Our fantastic support team is standing by to help you out!
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:
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.
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 Contact Details button. On the left navigate to Password.
You can also reset your password following the steps below:
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 email@example.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 courses, and more?
A. Check under the Learn & Engage tab on the left navigation menu
Q. What happened to Collaborate?
A. Collaborate hasn’t gone away – but the separate URL has. The community features you've enjoyed in Collaborate – communities, discussions, member directory and content library – have been fully integrated with the events schedule, registration, and education you expect from www.crmug.com. You can access these features from the Learn & Engage tab, from your Profile area, or from the Welcome to CRMUG Collaborate area on the homepage which appears after you are logged in.
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. 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 Edit 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.
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 CRMUG site.
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 $200 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 classes and CRMUG 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 CRMUG. After creating your profile, you will have Subscriber access to 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 classes and CRMUG Summit; however, they are not eligible for the Member discounts on registration. Subscribers do not pay annual membership dues.
For full access to CRMUG, become a Member.
Q. I'm a Subscriber but I want access to all CRMUG offers. How do I become a Member?
A. To become a member, follow these steps:
Q. What are the IP addresses for crmug.com?
A. Our website, crmug.com, has two dedicated IP addresses which it is hosted on: 184.108.40.206 and 220.127.116.11. If you're 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:
Q. Is the CRMUG website accessible through any browser (Internet Explorer, Chrome, Firefox, Edge and Safari)?
A. Yes, the 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.
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. If registered, you will receive a notification with a link to the recording after the webinar has taken place and the recording has been uploaded so even if you don't think you can make it Register so that you receive the recording link when it is ready.
A select number of webinars – like User Group Informational sessions and 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 course, please contact the Academy team at firstname.lastname@example.org.
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 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.
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.
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