Support and service plans – Microsoft Dynamics

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    Microsoft Dynamics CustomerSource is an information-packed, password-protected site for customers who use Microsoft Dynamics products. Included as a benefit of your service plan, CustomerSource allows you to search a powerful Knowledge Base for Microsoft Dynamics, view unlimited online training for Microsoft Dynamics, download updates, and find other timely information and resources virtually 24 hours a day. (Sign-in required.)

    How to sign in to CustomerSource

    If you already have access to your organization’s CustomerSource account, simply visit the CustomerSource sign-in page and enter your Windows Live ID username and password to access the site.

    If you do not have access to your organization’s CustomerSource account, please complete the following steps:

    Step 1: Ask your organization’s CustomerSource administrator to grant you access to the site.

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    If you do not have access to your organization’s CustomerSource account, simply ask your CustomerSource administrator to grant you access to the site. If you don’t know who your CustomerSource administrator is, send the following information to itmbssup@microsoft.com:

    • Your organization’s Microsoft Dynamics Account Number

    • Your legal company name

    • Your first and last name

    • Your e-mail address

    Your CustomerSource administrator can grant users at your organization access to CustomerSource by following these steps:

    1. Sign in to CustomerSource.

    2. Go to My Account > Our CustomerSource Accounts.

    3. Click the Add New Professionals.

    4. Fill out the profile form:

      • Include the individual’s full name, phone number, e-mail address, office address, language preference, and any additional roles you feel are appropriate.

      • IMPORTANT! Click the checkbox titled Send the invitation e-mail in the form. This will send an e-mail invitation for the individual to join CustomerSource. Without this email the user will not will be able to link their Windows Live ID to their profile.

      • Click the Save button.

    If your organization does not have a CustomerSource administrator, please contact your Microsoft partner or send an e-mail to itmbssup@microsoft.com to designate a CustomerSource administrator.

    Step 2: Create a Windows Live ID. Customer Source uses Windows Live ID for authentication. If you already have a Windows Live ID, skip this step and proceed to Step 3. If you do not have a Windows Live ID, you’ll need to register for one, which will allow you to log in to CustomerSource.

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    To obtain a Windows Live ID, follow these steps:

    1. Go to the Windows Live ID site.

    2. Enter your valid e-mail address. If you do not know the e-mail address that is stored in your organization’s CustomerSource account, send an e-mail to itmbssup@microsoft.com, including your name and your organization’s name.

    3. Enter a Windows Live ID password and then re-enter the password to confirm.

    4. Select the Secret Question from the dropdown list.

    5. Provide the answer to the above question in Secret Answer. Please remember this information, because it will be useful in reminding you of your password.

    6. Enter the characters you see in the picture and click Continue to register.

    Step 3: If you’re a first-time CustomerSource user, link your CustomerSource Profile with a Windows Live ID.

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    To link your CustomerSource profile with a Windows Live ID, follow these steps:

    1. Open the e-mail you received from itmbssup@microsoft.com and click on the link, or go to the CustomerSource sign-in page.

    2. Enter your Windows Live ID username and password.

    3. You will receive a thank you notification stating that you have successfully associated your Windows Live ID with your CustomerSource account. You are now ready to use CustomerSource!

    When you use CustomerSource in the future, use the Windows Live ID username and password. If you have any trouble with your Windows Live ID account, please contact the Windows Live ID support team.

    Step 4: Sign in to CustomerSource.

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