|
Logging in to CustomerSource
This document
will explain to you how to sign up for a Windows Live ID (if you do not
already have one) and use it to sign into the Microsoft Dynamics
extranet.
Microsoft Windows
Live ID is an online service that makes it possible for you to use a
single email address and password to sign in to a Windows Live ID -
Participating website or service.
To learn more about
Windows Live ID, visit
http://www.passport.net/.
To sign into
CustomerSource, follow these steps:
Step 1.
If you do not
already have a Windows Live ID, click
here. Any email address can be used to get your Windows Live ID.
Complete the creation of a Windows Live ID, and then close the browser
window. This will be the username and password you use to log into
CustomerSource in the future.
If you already have
a Windows Live ID (Ex: hotmail email account) set up, and you have
forgotten your Windows Live ID password click
here to reset it.
Note:
Registration will require you to type a secure code, as shown below. If
you can't make sense of the characters, click on the audio button to the
right of the picture to hear a different set of characters or click on
the blue arrows until you get a set you can easily read.
Step 2.
Log into CustomerSource.
Now that you have a
Windows Live ID account set up and you know your Windows Live ID
password, you are ready to log in to CustomerSource. To do this, go to
this
link.
Step 3.
Enter Windows Live ID account.
You will be prompted
to enter your Windows Live ID account. Enter Windows Live ID username
and password. This is the Windows Live ID account that you want to use
to log into CustomerSource.
Step 4. Enter
MBS email account.
You will be prompted
to enter the email address that you registered within the Microsoft
Dynamics system. This may or may not be the email address as your
Windows Live ID account. If you do not know the email address that is
stored in the Microsoft Dynamics systems, send an email to
voice@microsoft.com.
Step 5.
Email Sent
Message.
After you enter the
email address registered within the MBS system and click Continue, you
will receive the following message:
Step 6.
Open Received Email.
Microsoft Dynamics
has sent you an email that you will use to associate your Windows Live
ID account with your Microsoft Dynamics account in CustomerSource. Go to
the inbox of the email address you entered in Step 5.
NOTE: You will
receive a separate email for every profile that you have set up in
CustomerSource. Follow Step 10 for each email you receive.
Step 7.
Click on association link.
Open the email you
received from voice@microsoft.com.
You will see and email similar to the screenshot below. Click on the
long blue link in the email.
Step 8.
Enter Windows Live ID account.
You will be prompted
again for your Windows Live ID. Enter the Windows Live ID you entered in
Step 3 :
Step 9.
Success Message.
You will get a
message stating that you have successfully associated your Windows Live
ID with your MBS profile:
Step 10:
Access CustomerSource.
You are ready to use
CustomerSource! Go to CustomerSource (http://mbs.microsoft.com/customersource).
When you use
CustomerSource in the future, use this Windows Live ID username and
password to log in.
If you have any
trouble with your Windows Live ID account (username/password, etc.),
please contact the Windows Live ID support team at
http://support.msn.com/eform.aspx?productKey=passport&page=support_home_options_form_byemail&ct=eformts.
Please contact the
VOICE support team at
voice@microsoft.com. If you have any questions regarding this
process.
|
