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We are on 2015 On-Prem and no longer are working with a partner. Any idea how I can contact Microsoft to gain access to this helpful portal? I was told that If we already have Dynamics CRM then we should have access to Microsoft's Customer source portal.
Thx.
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I have the same question (0)When you purchased CRM you should have received access to CustomerSource through your windows live ID.
Here are the steps to access CustomerSource
CustomerSource Association & Login FAQ
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CustomerSource Access |
To access CustomerSource (https://mbs.microsoft.com/customersource (or) www.customersource.com ), you need the following items:
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How can I get a Microsoft Account (formally known as Windows Live ID)? |
1) Open https://login.live.com/ 2) Click on Sign Up 3) Follow the Instruction to Create Microsoft Account |
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How can I know details of my existing Microsoft Account?
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If you have forgotten your existing Microsoft Account login name or password, please contact the Live ID support team The Live ID team Alias is : osgsidt@microsoft.com |
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How do I get a CustomerSource Profile Created? |
Every Customer Organization has an individual within their company added to CustomerSource and is given administrative privilege to create, modify, or delete professionals within CustomerSource. Please contact the Administrator for your company to create your CusomerSource Profile and help you with Microsoft Account association.
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How can I find out who my company’s CustomerSource Administrator is? |
Please contact your Microsoft Dynamics Partner to find out who your CustomerSource Administrator is. Please check with IT Professional of you company. In case you have no partner to get in touch with use Pinpoint (http://pinpoint.microsoft.com) to find a partner.
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How do I request Access? |
Please send below email to Administrator of your Company or your Partner. Hello: I would like to receive access to our firm’s CustomerSource account, and I believe that you are an administrator. Following are the steps you can take to grant me access to the site (mbs.microsoft.com/customersource): 1. Log into CustomerSource at the URL https://mbs.microsoft.com/CustomerSource/ 2. On the left hand navigation, click on My Account > Our CustomerSource Accounts. 3. Click the Add New Professionals button to create a new professional. 4. Fill out the profile form including the full name, phone number, email address, office address, language preference, and any additional roles you feel are appropriate. NOTE: Make every effort to be sure that the email address you enter is correct, otherwise the invitation email will not get to the appropriate user. 5. Click the checkbox titled 'Send invitation e-mail to this CustomerSource user?’ This will email a one-time link to the new user to associate their Microsoft Account with this CustomerSource profile. 6. Click the Save button.
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How do I Link My Microsoft Account to my CustomerSource Account? |
After your administrator grants you access to the CustomerSource, you will receive an email message with a one-time link to associate your Microsoft Account with your CustomerSource profile.
Once the association is complete, you will be able to access CustomerSource (https://mbs.microsoft.com/customersource) at any time by logging in with your Microsoft Account username and password.
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When I tried to use my email address to login, I get error messages like “Access Denied” or You are not authorized to view this page” or “Our Apologies error”? |
Kindly delete the cookies, temporary internet files, browser cache To do this , go to IE Toolsà Internet Options à Delete à Select All à Click Delete Close all the open browser windows. Access Customer source through https://mbs.microsoft.com/Customersource in InPrivate browser. Please avoid using pre saved URLs to eliminate error messages. |
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How do I disassociate my Microsoft Account from a previous Company that I was associated to?
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Contact Administrator of your previous company to delete your profile from the previous company Or Contact the Regional Operations Center at Or Send an email to one of the Regional Operation Centers. Please provide First Name, email address, Legal Company Name and MBS Account number to assist the Operations team in creating the CustomerSource account. Below you will find the email address for the Regional Operation Centers.
Regional Operation Center Contact Detail : For Asia Pacific, contact: mbslques@microsoft.com For Europe, Middle East and Africa contact: mbsquery@microsoft.com For America’s, contact: mbsorder@microsoft.com
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I’ve already associated one Microsoft account with my Microsoft Dynamics CustomerSource profile. How can I switch my profile to use a different Microsoft Account?
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When you are logged into CustomerSource:
Use Below Link for More Queries Related to Microsoft Account. Contact the Regional Operations Center for more queries related to Microsoft Account
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I am receiving the following error message “You are not Authorized to view this Page”
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You are getting this message because your company no longer is having an active service contract with Microsoft Dynamics. Please contact your Partner.
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If this is not the case go to customer source - on the top right it says "Welcome User" select this then "Contact Us" then select Website Support and this should provide you access to contact Microsoft for direct information.
If all else fails then contact the AOC (Americas Operation Center) at 1-800-456-0025
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