How to gain access to Microsoft Dynamics CustomerSource

CustomerSource is a Microsoft portal offered to registered Dynamics Users, known as Professionals. The Portal provides 24-7 self support, self training, software updates, hotfixes, news, Knowledge base, and company-specific licensing information.  You can benefit greatly from this resource, and we highly recommend that as a Microsoft Dynamics user, you take some time to familiarize yourself with it.  Here’s a step-by-step guide to getting signed up.

To Begin

• Users request CustomerSource access from registered CustomerSource Administrator or VAR contact (for example, Encore Business Solutions provides this for our clients). Upon creation of access users will receive an email from voice@microsoft.com.

Gaining Access

• Users will received an e-mail from voice@microsoft.com.Click the hyperlink in the 4th paragraph, or here: https://accountservices.passport.net/reg.srf

Creating a Windows Live ID

• Select Yes, Use my e-mail address and click Continue.
• Be sure to use a company provided e-mail address.

Create Credentials

• Fill in the Windows Live ID form using your company-provided e-mail address. Upon accepting the licensing agreement click continue to the Windows Live ID Account Service Home Page.  Feel free to close this page.
• Upon completion, a Verify the e-mail address for your Windows Live ID e-mail will be delivered to the user’s inbox. Click on the link provided to take you to the Windows Live ID site to verify the new account, and click Finish.

Gaining Access to CustomerSource
Return to the Microsoft Dynamics CustomerSource Invitation e-mail and click on the 2nd hyperlink provided in the e-mail below registering for a Windows Live Account. This link will open up the Sign In page.

User can now enter credentials created:

• Company-provided E-mail Address
• Password

Once Signed In the CustomerSource Home Page will open, and you’re done!

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