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You must first associate your Windows Live ID with your company’s Microsoft Dynamics account by following these steps:
Step 1. Confirm that your organization is on an active service contract. Contact Microsoft (itmbssup@microsoft.com) or your Microsoft partner for this information.
Step 2. Have Microsoft or your partner add you as a professional to your organization's CustomerSource account. The first person added to the CustomerSource account from your organization will be the CustomerSource administrator. Be sure to provide your partner with a valid e-mail address; this is the address where you will receive an invitation e-mail to access CustomerSource.
Step 3. Create a Windows Live ID, if you do not already have one. If you don't have a Windows Live ID, if you're not sure if you have one, or if you forgot your Windows Live ID password, visit the Windows Live ID site. Once you've completed the creation of the Windows Live ID, close the browser window. This will be the user name and password you use to sign in to CustomerSource in the future.
Step 4. Open received e-mail. First, make sure you are signed in to Windows Live ID; if you have multiple Windows Live ID accounts, please be sure to sign in with the ID that you would like to have associated to CustomerSource. Then, go to the e-mail Inbox of the e-mail address that you gave Microsoft or your partner to access the CustomerSource invitation e-mail. (Note: If you don't find the invitation e-mail in your Inbox, please check your Junk mail folder.) Next, follow the instructions given in the invitation e-mail to associate your Windows Live ID with your CustomerSource account.
Step 5. Enter Windows Live ID. You may be prompted again for your Windows Live ID. Again, if you have multiple Windows Live IDs, please sign in with the ID that you would like to have associated to your CustomerSource account.
Step 6. Receive success message. You will get a message saying you have successfully associated your Windows Live ID with your Microsoft Dynamics profile.
Step 7. Access CustomerSource. Go to CustomerSource. When you use CustomerSource in the future, you'll only need to use this Windows Live ID user name and password to sign in. Windows Live ID is designed to make future access fast and easy.
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Setting up new users for CustomerSource access is easy and extremely beneficial. First, sign in to CustomerSource, and then, visit the Help page to learn how you can invite fellow users in your organization to use CustomerSource. Then, navigate to My Account > Our CustomerSource Accounts, and follow the steps to Add New Professionals.
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If your CustomerSource administrator is no longer with your organization, contact itmbssup@microsoft.com or your partner for assistance in designating a different individual as the administrator.
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If you have signed in to any site or service that displays Windows Live ID, or if you have an e-mail address that ends with @live.com, @hotmail.com or @msn.com, then you may already have a Windows Live ID. You can use that e-mail address to sign in to Windows Live ID–participating sites and services. You may use that existing Windows Live ID to access CustomerSource.
If you don't have a Windows Live ID, if you're not sure whether you have one, or if you forgot your Windows Live ID password, visit the Windows Live ID site and follow the instructions given. Once you've completed the creation of the Windows Live ID, close the browser window. This will be the user name and password you use to sign in to CustomerSource in the future.
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Visit the password help page.
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First, attempt to reset your password. When you create a Windows Live ID account, you also create a secret question and answer to use when you need to reset your password. If you're not able to reset your password, you can either set up a new Windows Live ID, learn how to check for an existing account, or request further assistance from the Windows Live ID support team.
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No. While you can set up several Windows Live ID accounts, these accounts are not linked together per person; therefore, the service does not offer the ability to view all Windows Live ID accounts you've established.
You get the greatest benefit by having only one Windows Live ID. With one Windows Live ID, you have a single e-mail address and password that you can use to sign in to participating sites and services. If you want more than one Windows Live ID, you can register for as many as you would like; however, each one must have a different e-mail address.
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Immediately after creating a Windows Live ID account, the account name will not appear in the drop-down list on the sign-in page. On this first use of your account (or any other time your account name doesn't appear in the sign-in page), you will need to enter the account information.
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When you sign in to Windows Live ID, you may select a check box to indicate that you would like to sign in automatically. If you select this check box when you sign in, you remain signed in to your Windows Live ID and any participating sites or services until you click Sign Out, even if you close the browser window or turn off the computer. We recommend that you use this option only if you are the only person using the computer.
If you are not prompted for your Windows Live ID credentials when you access CustomerSource, you may have selected that check box. Alternatively, you may have already signed in to Windows Live ID through a different site or application.
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When you enter your e-mail address, we search our systems for all occurrences of that e-mail address. You will then receive an e-mail for each one of those profiles. You may associate the same Windows Live ID account to all of these profiles; just click the link included in each one of the e-mails.
After you've associated your Windows Live ID to more than one Microsoft Dynamics profile, you will need to select which profile to use upon each visit to CustomerSource. To switch between profiles, close your browser and open a new browser, or sign out of Windows Live ID and then sign in again.
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In CustomerSource, select My Account from the left navigation, and then choose Personal Profile from the flyout menu. On this page, verify that your e-mail address is correct; if it is, click the Send Invite E-mail button. If the e-mail address is not correct, click the Edit button, enter the correct e-mail address, click Send Invite E-mail, and then click the Save button. After receiving this e-mail, sign in to the Windows Live ID account you'd like to use, and click the link within your new invitation e-mail.
1 CustomerSource availability may vary by location. Microsoft Dynamics partners and employees also have access to the site. Site availability may vary based on scheduled maintenance and other downtime.
