Included as a benefit of your organization’s annual service plan for Microsoft Dynamics, CustomerSource is a secure site that allows you to access job-tailored productivity tools including unlimited training courses and self-support resources like the knowledge base which can help reduce support costs. In addition it provides access to downloads and updates such as timely tax and regulatory releases that may be necessary to help your organization remain compliant. CustomerSource is a valuable and efficient way of accessing information you can use at your convenience 24 hours a day.
CustomerSource features and benefits at a glance:
Account Management – track and update company information, retrieve registration keys, service plan information
Training and Certification – Unlimited eLearning training to all Dynamics users with access to CustomerSource
Resources – Online product documentation, Solution Finder, Reports Library, Tax Updates etc.
Support Resources – Submit an online support request directly to Microsoft (based on your renewal plan, KnowledgeBase (online support resources), automated solutions, hot topics etc.
Communities – Connect with other Dynamics users and stay current with user blogs and articles
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:
- Contact your company’s CustomerSource administrator or Tridea Partners to grant you access to the site. If you don’t know your CustomerSource administrator Tridea Partners will be happy to assist.
- Go to the Windows Live ID site to create a Windows Live ID. If you already have a Windows Live ID, skip this step and proceed to Step 3.
- If you’re a first-time CustomerSource user, link your CustomerSource profile with a Windows Live ID. For more information, watch the CustomerSource Sign Up topic in the Learn how to use CustomerSource demo.
- Sign in to CustomerSource. Watch the Learn how to use CustomerSource demo and Take a Tour of CustomerSource Features and Benefits to learn more about getting the most out of CustomerSource.
Written by Lisa Rosenzweig ,Operations Manager/CSM for Tridea Partners. Tridea is a Microsoft Dynamics partner serving CA, UT, CO and surrounding regions.