web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

Customer Portal /Source

(0) ShareShare
ReportReport
Posted on by 30

Hi all I am new to this site so please bare with me on this issue that I have been dealing for 2 weeks and countless hours on trying to figure out.

First it took me a while to find this site so I am glad I did, so as you can see I needed to log in using my credentials using Windows Live ID, but I would like to get to Dynamics Customer Source/Portal, we have a site license with Great Plains.

So I received the invitation from a GP consultant I won’t post this here because its a bit long but the subject line goes as:

CustomerSource Administrator User Guide

I follow the instructions:

To begin using CustomerSource, users will need to have a Microsoft account or an Organizational account. For more details on the two authentication account types read the information provided under the "Authentication Accounts" section within this email.

Authentication Accounts

  1. Microsoft account

      Sign in with the account you use for SkyDrive, Xbox LIVE, Outlook.com, or other Microsoft services. If you do not have a Microsoft account, one can be obtained by visiting the Microsoft account web site. signup.live.com/signup.aspx

  2. Organizational account

      Sign in with the account provided by your work or school to use Microsoft Dynamics CRM Online, Office 365, or other Microsoft services.

It take me to this link, mbs.microsoft.com/.../northamerica

I log in and get this error:

Sorry, you currently do not have access to this site.

To gain Access associate your profile or seek additional assistance.

I then click on the associate link and I get this:

Account Association

The Credentials that you have entered are not associated with a CustomerSource or PartnerSource Profile

Try Logging in Again?

To log in with a different set of credentials choose one of the options listed below.

Microsoft Employees

Sign in with your Internal domain account. (Example: domain\alias )

Microsoft account

Sign in with the account you use for SkyDrive, Xbox LIVE, Outlook.com or other Microsoft Services.

Organizational account

Sign in with the account provided by your work or school to use Microsoft Dynamics CRM online, Office 365, or other Microsoft services.

I have tried just about everything and cannot get Customer Portal, we have a GP consultant, and he said that I am already set up and gave me another invite and I do have a Windows Live ID because I am logging in to this site. I have emailed him step by step, picture by picture and his reply was to used my Windows Live ID, I have another use do this using different credentials and same results.

I am a bit frustrated and was hoping someone could give us some advice.

Regards

MX

*This post is locked for comments

I have the same question (0)
  • Mahmoud Saadi Profile Picture
    32,738 on at
    RE: Customer Portal /Source

    This seems to be your first post on Microsoft Dynamics GP Community, allow me to welcome you on behalf of my colleagues

    Regarding your issue accessing customer source, I would ask you to access the following link ; Microsoft Dynamics Customer Source . Once you are logged in, use your windows live account (which has already been linked to customer source by your partner). Enter your window live ID credentials.

    The steps are quire easy, you may refer to the post below for a step by step guide on How to gain access to Microsoft Dynamics CustomerSource

    Otherwise, you may refer to your partner for answers.

    Welcome again to the community,

    please never hesitate to share any further inquiries

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics GP (Archived)

#1
Community Member Profile Picture

Community Member 4

#2
Victoria Yudin Profile Picture

Victoria Yudin 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans