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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Cannot Designate a Par...
Microsoft Dynamics CRM (Archived)

Cannot Designate a Partner in CRM Online since the migration to Microsoft Online Services and removal of Windows Live Authentication

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Posted on by Alex Nosiara 125

Although new CRM Online trial accounts no longer use Windows Live to authenticate, the Designate a Partner portal does require Windows Live authentication. However, the CRM Trial is not assocated with any Windows Live account, so there is no Windows Live user name that can designate a Partner. This is very frustrating as we are the Partner, and we can no longer claim the customer as our account.

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  • Suggested answer
    Gus Gonzalez Profile Picture
    Gus Gonzalez 27,113 on at

    Alex,

    You can associate the partner of record through the online services portal.

    I will give you another tip though...you can create a link that will create a trial automatically associated to your profile and provide that to your customers. :)

  • Suggested answer
    Peter@Organon Profile Picture
    Peter@Organon 45 on at

    Hi Alex,

     

    There is a simple way of creating a link the the Online Services Administration Panel.

    You can invite prospects/customers by email to sign up for a trial of CRM. When this email is generated it generates a link that you can use to let them sign up and automatically assign you as the partner of record.

     

    Peter Dijkema

    Organon Consulting Pty Ltd

    w: www.organonconsulting.com.au

    twitter: www.twitter.com/pdijkema

     

  • Community Member Profile Picture
    Community Member on at

    Gus and Peter,

    How do you create the invitation? Is there a document that outlines this?

    thx, Richard

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