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Intelligent Technologies, Inc.

Unlock On-Demand Training, Robust Community Forums and More with Microsoft Customer Source

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Whether you're new to Microsoft Dynamics or not, you may not realize that when you purchase one of the Dynamics ERP or CRM solutions, you also get access to an information packed web portal known as Microsoft Customer Source. It includes access to a library of on-demand training materials, active community forums where you can go to share tips and ideas with other users, and a knowledge base that is full of expertly written articles that cover issues that Microsoft is aware of, important instructions and more. It's no wonder that with all the resources it puts at clients' fingertips, Microsoft Customer Source is one of the first things new clients ask us about.

Since it takes a little work in the beginning to get your account set up, we have created this list of step-by-step instructions that includes screenshots to help anyone get set up with their Customer Source account in a matter of minutes.

Don't need the full detailed instructions? No problem. Here are the general steps you'll need to follow in order to set up your Microsoft Customer Source account and log in for the first time.

  1. If you don't already have a Microsoft account that is associated with your company e-mail address, you will need to create one. Fill out this form. Hint: You already have a Microsoft account if your organization uses Office 365, Skype, OneDrive, or you have a volume licensing account.
  2. After your Microsoft ID is established and ready to be used, you need to request access to Customer Source. This can be done in one of two ways, either by contacting your organization's Customer Source administrator, or if you don't know who that person is, you can contact your Microsoft partner (like Intelligent Technologies Inc.) for assistance.
  3. Associate your Microsoft ID with your organization's Customer Source account.
  4. Log into Customer Source.


In a nutshell, that's all there is to it. If you need additional assistance, you can refer to the detailed walk-through that I mentioned earlier. Once you get your Microsoft Customer Source account up and running I know you'll be glad you did.

This post originally appeared on Intelligent Technologies, Inc.’s News and Tips Blog.

Questions or comments? Leave them below or feel free to contact us.


By: Laura Heinbockel, Intelligent Technologies, Inc., a South Carolina Microsoft Dynamics Partner

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