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User group leader getting started

For user groups whose focus spans more than one of the above communities, visit Power Platform User Groups Power Platform User Groups.

 

Your user group experience in our communities should be very similar across the board. For this article, all images are from the Dynamics 365 community.

*Please note that any locations or user groups visible in the images below are representations of functionality.

 

Create a new user group   

You can enter the user group home page by clicking on User Groups at the top of the browser. .To view all existing user groups, click see all at the bottom. If you do not see a user group in your city or one that meets your interests, please feel free to create a group.  
  

There are two ways to create a user group within the community.
 

One way is by selecting the “See all” button from the user group "Discover" page.

 

From the user group homepage, select the “See all” button.  

 

  
 
On the righthand side of the page, please select the blue “Start a new group” button.  

 

  
 
The second way is to select the "Your groups" tab and then click “Start a new group.” 

  
 
After selecting, “Start a new group”, a popup will appear that provides you with a brief overview of the necessary steps to create a group.  

 

Click “Get started” on the popup.  

 

From here, you will be taken to the “Start a new group” page. Please fill in the required fields that are marked with red asterisks.  

 

Note: If you decide to change your location, please make sure that you are using the Bing suggested location and select a city, state/province, and country.
 
Note: You can have a maximum of 10 user group leaders   

Note: If you do not have a cover photo chosen for your user group, a Microsoft approved photo will appear on your user group homepage.   
 
Please select the blue submit button when ready to create your group.

Your user group will now appear in a Pending state under the “Your groups” tab until a User Group Coordinator approves your request. This will take up to 48 hours. 

 
 
Note: Sometimes our User Group Coordinators require additional information from you when creating user groups. A User Group Coordinator may contact you via email or through a private message in the community with questions.

You can access your newly created user group via the “Your groups” tab on the user group homepage or by clicking the link in the private message.  

 

Note: Please make sure that your user group details, and information is exactly what you want. You will not be able to edit the group once submitted. You may reach out to the user group coordinator via support to ask for assistance.  

 

Amplify your user group   
  

From your user group homepage click “Share group” to spread the word about your newly created user group.   

  
 
You have the option to share a direct link on an external site or you can share your group details by clicking on the social icons listed.  

 

  

  

How to Get User Group Support for Dynamics 
  

If you need support from the Microsoft team on your user group, please click the resources tab at the of your screen and then select community support.  This button will be visible from any page within the user group community.    

How to Create an Event  

Note: Events can only be created by user group leaders.  

Go to your user group homepage and click "Event". Then to the left you will see a button that says "create event".
 

 

 
Fill out the form with your event details.  
 
Note: There are several required fields that must be filled out to create your event. These fields are marked with red asterisks.  

 
In-person Events 

If hosting an In-Person event, you MUST use an auto-suggested location. The city/state/country will populate as you type your location address.  Simply click on the suggested address when it appears.   

 

Time zone: You can choose the time zone when creating or editing an event by using the Time Zone drop-down. 

Additional Speakers  

To add more speakers to your event, please click on the plus sign.  

Note: The maximum number of speakers per event is limited to 5. If you have identified more than 5 speakers for an event, the additional speakers may only be added to the description portion of the request and not in the designated speaker text boxes.   

 
Cover Photo 

If you would like to submit a cover photo for your upcoming event, please note that the image size needs to be  2,712 x 874 pixel or above. Use .png or .jpg files only. 

 

Note: If you choose not to provide your own event image, a Microsoft approved photo will automatically show when you Preview or Publish your event. 

 

Once you are satisfied with your event you can press "submit" and your event will be live on your user group page.

 

Amplify your Event  
 
Once your event is created, it is time to promote it! Click the "Add to calendar" button on your event homepage, select "Download .ics file" to add the event to your calendar. 

 

If you are interested in sharing your event on social media, click "share event" on your event homepage.  
 
You will be given a direct link to your event which you can copy and paste to an email or social media post OR you can directly share your event details on Facebook, LinkedIn, or Twitter by clicking on the icons below.    

Tip: If you want your user group members to easily find your new event, try sharing the direct event link to the discussion forum on your user group homepage. 

 

Bulk Private Messaging

From your user group home page, click on "manage group" and on the drop down select "message members"

From here, you will be redirected to a private message field. This is where you will draft a message to you members. 

Press the blue "send" button in the right-hand corner of your screen. 

Note: Once a message is sent, it cannot be undone. 

 

You can go and see your messages at the top of your screen under the bell icon. 

Click on the message and it will bring you straight over to the private message area that is located in your profile. 

 

Members are also now able to private message user group leaders directly. T


How to Get User Group Support for Dynamics 

 

 
If you need user group related support, please submit a support request via our community support form: https://aka.ms/PowerPlatformCommunitySupport

 

 

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