CustomerSource Access Steps

CustomerSource Association & Login FAQ

CustomerSource Access / To access CustomerSource ( (or) you need the following items:
  1. Active Microsoft Account (formally known as Windows Live ID)
  2. Active CustomerSource profile
  3. Microsoft Account should be associated to CustomerSource Profile
  4. Active Service Contract with Microsoft Dynamics

How can I get a Microsoft Account (formally known as Windows Live ID)? / 1)Open
2)Click on Sign Up
3)Follow the Instruction to Create Microsoft Account
How can I know details of my existing Microsoft Account? / If you have forgotten your existing Microsoft Accountlogin name or password,please contactthe Live ID support team
The Live ID team Alias is :
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 Administratorfor your company to create your CusomerSource Profile and help you with Microsoft Account association.
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 ( to find a partner.
How do I request Access? / Please send below email to Administrator of your Companyor 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 (
1. Log into CustomerSource at the URL
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 CustomerSourceprofile.
6. Click the Save button.
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 () at any time by logging in with your Microsoft Account username and password.
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 Tools Internet Options  Delete  Select All  Click Delete
Close all the open browser windows.
Access Customer source through in InPrivate browser.
Please avoid using pre saved URLs to eliminate error messages.
How do I disassociate my Microsoft Account from a previous Company that I was associated to? / 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:
For Europe, Middle East and Africa contact:
For America’s, contact:
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? / When you are logged into CustomerSource:
  1. Select the My Account > Personal Profile. Your Personal Profile is displayed.
  2. Verify that your e-mail address is correct.
  3. Click Send Email Invite to send yourself an invitation to CustomerSource.
  4. If you make edits to your profile information, before you can send an email invitation you must first save your profile changes, go back to My Profile, and click on the button to send the invitation e-mail.
  5. If you are still signed into a Microsoft Account sign out
  6. After receiving the invitation email, click on the link provided in the invitation email to sign in with the Microsoft Account that you want associated to your CustomerSource account.
  7. After signing in you Microsoft account will not be associated to your CustomerSource account.
Use Below Link for More Queries Related to Microsoft Account.
Contact the Regional Operations Center for more queries related to Microsoft Account

I am receiving the following error message “You are not Authorized to view this Page” / You are getting this message because your company no longer is having an active service contract with Microsoft Dynamics. Please contact your Partner.