CustomerSource? Why Not?

Written By: Jody Miller

from July 9, 2013

Organizations that are current on the Microsoft Dynamics service plan already pay to access Microsoft’s CustomerSource site, so why not use it?

For organizations that strive to be more self–sufficient and want to potentially save support and training dollars, CustomerSource is a great resource to take advantage of.

Benefits include:

·  Training, Learning Plans and Certification Resources

Organizations enrolled in a service plan can access unlimited online training – E-Learning, training materials, and learning plans.  Gain the skills needed to help better automate business and streamline business processes while getting better business data and information from Microsoft Dynamics CRM and GP.  E-learning is available 24 hours a day, every day.

Learning Plans are a great tool to help focus on specific goals and get trained on Microsoft Dynamics and related products to achieve them. Training on Microsoft Dynamics is available in different formats to fit individual needs and certification exams for Microsoft Dynamics are available to validate expertise.

·  Self-Support Resources

The CustomerSource knowledge base is a resource to get familiar with now, so when it is needed to find answers to  Microsoft Dynamics questions, it can be done without the expense of a support call or email.  There is a lot of helpful information related to technical issues that have already been solved and are available for future reference.  This advice from written by Microsoft support engineers is available 24 hours a day.

It may not answer all questions completely, but does cut down the amount of support needed from outside resources and help better understand what might be causing an issue.  It may even just help provide better information to a support technician, cutting down the amount of time to get to the bottom of the problem.  Just don’t wait there is a problem to try to figure out how to use this tool!

·  Access to a Community of Microsoft Dynamics users

With the Microsoft Dynamics Community, individuals can interact with peers and others who know Microsoft Dynamics.  This is a great forum for a free and objective exchange of information, allowing users to share and learn from one and others experiences in a variety of helpful ways:

  •  Stay current on industry news.
  • Join customers, partners, and team members to discuss Microsoft Dynamics products and related software, services, and programs.
  • Blogs – Keep up with frequently updated, informal reading from Microsoft team members and industry experts familiar with Microsoft Dynamics.
  • Articles – Gain insight into industry news, business trends, and Microsoft Dynamics strategies through the eyes of Microsoft executives and team members.

So, are you ready to access CustomerSource and get started?

Visit the CustomerSource sign-in page:

Enter a Windows Live ID username and password to access the site.

To gain access to the organization’s CustomerSource account, please complete the following steps:

1. Ask the organization’s CustomerSource administrator to grant access to the site. If the CustomerSource administrator is unknown or if the organization does not have a CustomerSource administrator, email for assistance.

2. Go to the Windows Live ID site to create a Windows Live ID. Go to to create a Windows Live ID. If you already have a Windows Live ID, skip this step and proceed to Step 3.

3. For first-time CustomerSource users, link the CustomerSource profile with a Windows Live ID.

4. 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.


By Jody Miller, Summit Group Software