Customers with active
plans can take advantage of the many features CustomerSource has
to offer. CustomerSource is a place where Microsoft DynamicsTM customers can find self-support, ask peers for solutions
to problems, register for online training sessions, subscribe to
informative newsletters, download product updates, access
documentation, and submit support requests.
Get these benefits
within Dynamics GP you can go to Help =>CustomerSource Web Site.)
To log in, you will need a .NET passport and an Microsoft
Dynamics registered email address. If you do not already have one, you
can obtain a .NET passport at
If you need to register your email address with Microsoft Dynamics, contact us
(or your registered partner)
901-382-1MEG (1634). Once your email is in the system, see our
step-by-step CustomerSource registration procedure.
of the features of CustomerSource include:
(including eLearning and the Foundation Library)
Profile you can opt to receive email from Microsoft Dynamics on certain
topics and obviously see your name, etc. Company Profile
displays your company information including your
“Authorized Number,” which is the number you’ll need to
use if you contact Microsoft for support (hint – it’s your phone
number!). Product and Service Summary allows you to view your
product registration codes and modules. At the bottom it shows your
available Microsoft Dynamics support incidents and allows you to look at any
past communications from the last month.
News and Events
In addition to available conferences, and
seminars (online and in-person), here you will find the ability to
wealth of customized information that comes to your desktop via
e-mail. You can opt to receive information such as: News,
Announcements, Support and Enhancement Information.
section grants you access to the same TechKnowledge database
used by the award-winning MBS technical support teams. It contains
thousands of automated fixes, technical tips, usability
recommendations, quality reports, and answers to commonly asked
questions. Be sure to read the search tips document by the search
bar. Hot Topics is your source for the most
critical and current technical information.
Assisted Support provides convenient access to the support team plus
your complete support history. With a support plan or a credit card,
you can submit a support request by choosing New Support Request,
and review your case history by choosing Existing Support Requests.
If you are enrolled in a support plan, your electronic support
requests have the same guaranteed response time as your telephone
your system current and up to date by downloading important files
like U.S. Payroll tax updates, Fixed Asset updates and product
releases. With Reports Library, save dozens of hours by downloading hundreds of the
most commonly used reports.
Download How-To Articles, User Guides,
System Requirements and White
Training and Certification
for eCourses and other training opportunities. The Foundation
Library, for instance, included with many support plans, is a
collection of overview tutorials
that can be used to provide an
introduction to a new subject, to reinforce prior learning, or for
“just in time” type training on a given process, procedure, or
feature within your MBS solution. You’ll learn tips and tricks you
can use to increase your productivity and save time. These tutorials
can typically be viewed in 45 to 60 minutes.
To see what online
and classroom training that is available
throughout the US, go to https://mbs.microsoft.com/customersource/training/.
To create a new eLearning account
=> Training and Certification => eLearning => Foundation Library
=> Select "Registering for Service Plan eLearning benefits"
=> Select ( Service Plan Name ) & Register => Select
Student Name =>Check Status Box and Box below that =>
Mark Use Full Credit => Click Add Student to Registration
=>Check Box next to Submit => Click Submit => Input Email
Address => Submit
To connect to your existing eLearning account
=> Training and Certification => eLearning => Connect to Your eLearning
Account => Connect to Training => View My Active Training
=> Curriculum Bar ---> Select .
that you must be
logged in with your individual profile and that all popup blockers
must be disabled.
If you have any trouble, please email
email@example.com or call
more about the Microsoft Dynamics products that are available to you.
Learn more about
the third party products that integrate with your Microsoft
Public Newgroups are forums where you can share tips and tricks, implementation ideas
and solutions with other customers. Managed Newsgroups are monitored
by a Microsoft Dynamics Product Specialist who insures
that the information is correct and who answers any unresolved
the ideas of its customers.
Basic users manuals for your Microsoft Dynamics
are available within Microsoft Dynamics GP. Go to Help => Printable
Manuals (Online Manuals in 7.5 and earlier).
will bring up a pdf document from which you can select the
appropriate manual. You may wish to use the “find” feature to
search by word.
For Microsoft Dynamics CRM, go to Help => User's Guide.