Step-by-Step Sponsor Registration Process Last modified: February 13, 2017

Contents Step 1: Open Event Registration Page .......................................................................................................... 2

1) Open the Event Registration page .................................................................................................... 2

Step 2: Login .................................................................................................................................................. 2

2) Click “Login & Account Setup” button .............................................................................................. 2

3) Enter in your Username and Password............................................................................................. 3

Step 3: Who are you registering? ................................................................................................................. 4

5) Select the Registration Option you want to accomplish................................................................... 4

Step 4: Select Registration Type ................................................................................................................ 5

6) Select the Sponsor Registration Type ............................................................................................... 5

Step 5: Enter Attendee Information ............................................................................................................. 5

Step 6: Apply Coupon Code .......................................................................................................................... 7

10) Review Registration & Apply Coupon Code .................................................................................. 7

Step 7: Submit This Registration ................................................................................................................... 8

12) Click Submit Registration .............................................................................................................. 8

Step 8: Add Colleagues to Group Registration (if required) ......................................................................... 8

14) Search for contacts from your company..................................................................................... 10

16) Select the Radio button .............................................................................................................. 10

Add to/Edit/Transfer/Cancel an Existing Registration ................................................................................ 12

3) Return to the Event Registration Page and Login ........................................................................... 12

i) Edit .................................................................................................................................................. 12

ii) Transfer ........................................................................................................................................... 12

iii) Cancel .............................................................................................................................................. 13

Use this document to assist with registering for a Dynamic Communities event with a free or discounted

Sponsor registration pass.

Step 1: Open Event Registration Page 1) Open the Event Registration page for the event you want to register for, just as if you were

registering as any attendee. 2017 Event Registration links:

a) Dynamics 365 Tech Conference: www.d365tech.com/register

b) Summit EMEA: www.summitemea.com/register

c) GPUG Amplify: www.gpugamplify.com/register

d) User Group Focus: www.ugfocus.com/register

e) reIMAGINE: www.reimagine2017.com/register

f) Summit US: www.axugsummit.com/register, www.crmugsummit.com/register,

www.gpugsummit.com/register, www.navugsummit.com/register,

www.pbiugsummit.com/register

Figure 1: Example Event Registration start page

Step 2: Login 2) Click “Login & Account Setup” button under the Registration Details on the right-hand side of

the screen(Figure 1)

Figure 2: Example User Group Login screen

3) Enter in your Username and Password for your User Group Membership Account access. This

is the same login you use to registering for UG Chapter meetings, virtual webinars, or when posting

to the online community. This is not the same login used for the Sponsor Portal.

a) If you do not remember your User Group login, click on the “Forgot Password” link (shown in

Figure 2) to quickly reset your password.

b) If you have never created a User Group login, click on the “Don’t have a login? Click here to

join.” link (shown in Figure 2) to associate yourself to your company’s existing membership.

User Group memberships are company based and all employees can join by associating

themselves to their company’s membership account.

4) Once logged into the User Group site, the Registration Details column on the right will show you a

list of Registration types & prices you are eligible for, click on the “Register” button AS SHOWN IN

FIGURE 3. 01

a) If you do not see a “Sponsor” Registration type appear, this means you are not yet a Confirmed

sponsor for this event. Confirmed sponsor status is achieved upon full sponsorship payment and

signed sponsorship contract.

Figure 3: Eligible Registration Types & Pricing

Step 3: Who are you registering? 5) Select the Registration Option you want to accomplish, now and at any time in the future.

You cannot return to this page to select a different option once you have completed an event

registration.

a) If you register others, please note you will be the only person who can modify your colleague’s

registration data (i.e. change badge name, emergency contact details, substitute, or add on

optional activities such as Academy training classes), your colleagues will not have this ability if

you complete their registration.

Figure 4: Who are you registering?

STEP 4: SELECT REGISTRATION TYPE

6) Select the Sponsor Registration Type

Figure 5: Eligible registration types

Step 5: Enter Attendee Information 7) If you selected “I would like to register myself and others”, you will first enter your Attendee

Information details, then click “Continue”. You will have the opportunity to add colleague details

later.

Figure 6: Basic attendee data

8) To make your event experience more relevant and personal, you may be asked FOR ADDITIONAL

INFORMATION for each person you are registering. Complete all required fields as it applies to the

person you entered details about from the previous screen (Figure 6), then CLICK “CONTINUE”

Figure 7: Additional attendee data

9) ACCEPT THE CANCELATION & REFUND policy by typing Accept (case sensitive) in the text box, then click

“Continue”

Figure 8: Accept refund policy

Step 6: Apply Coupon Code 10) Review Registration & Apply Coupon Code to redeem any of your included/pre-paid sponsor

registration passes. Your Coupon Code can only be applied to the Sponsor registration type (i.e. not

Partner or Speaker) and it is only valid for the # of pre-paid/included passes that remain available to

your company (you must enter the coupon code for each person you wish to apply it to). If you are

purchasing an additional sponsor registration pass, you will not need to apply a coupon code, the

discounted rate is already provided to you as a confirmed sponsor. The Review Registration page is

the ONLY place a Coupon Code is accepted, please be sure to apply it here prior to moving onto the

next step or you must start over!

11)

Figure 9: Apply coupon code if needed

Step 7: Submit This Registration 12) Click Submit Registration to complete the registration process. If you indicated you were

registering others, please continue to step 12. If you indicate you were only registering yourself, you

will receive a confirmation email within the next 30 minutes. If you do not, please contact

support@dynamiccommunities.com.

Figure 10: Submit Registration

Step 8: Add Colleagues to Group Registration (if required) 13) To register others from your company, click “Add Attendee” from Attendee Summary

screen.

Figure 11: Attendee Summary

14) Search for contacts from your company. You cannot register someone from another

company.

15)

Figure 12: Search Company Contacts

16) Select the Radio button next to the name of the person you are trying to register, then click

the “Add Selected” button a) If you do not find the colleague you want to register, they likely have not been added to your

company’s user group membership account. Click the “Add New Attendee” button to add a new

contact to your company.

Figure 13: Add a new contact

b) Attendee Summary will show you a list of all people in your registration group. You must click

the Complete link next to each name to enter in Attendee information for each person.

c)

Figure 14: Attendee Summary Incomplete

d)

e) Upon selecting Complete, you will be taken to Steps 4 through 7 above to select this attendee’s

registration type and complete the attendee information screens that follow.

Add to/Edit/Transfer/Cancel an Existing Registration 1) Follow the steps below to:

i) Add an ancillary activity to an existing event registration. Examples of ancillary activities

include Academy Training classes, Partner Pre-Days, etc.

ii) Transfer/substitute an existing event registration from one colleague to another

iii) Add a new colleague to your existing registration or group

iv) Cancel an existing event registration

2) Note: to make any changes to an existing registration you must be logged in with the same user

name as the person who completed the initial registration confirmation. You cannot make

changes to registrations which you did not initially complete.

3) Return to the Event Registration Page and Login and click on the “Edit Registration”

button from the right hand column

4)

Figure 15: Edit Existing Registration

5) Upon clicking Edit Registration you are presented with an Attendee Summary screen of all the

people you have registered for this event. Under the Registration Action column, select the

action you wish to complete:

i) Edit – select this option to register for additional ancillary events such as Academy and pre-

day activities

ii) Transfer – select this option if the person listed under the Name column is no longer

attending and you are sending a colleague in their place. You can only Transfer registrations

to people already associated your company’s User Group membership.

iii) Cancel – select this option if the person listed under the Name column is no longer

attending and you will not be sending someone in their place. Cancellation & refund policies

will apply.

6) You can also click “Register More Attendees” and continue by following Step 8

Figure 16:Existing Registration Attendee Actions