Monday, February 2, 2009

Don't forget about CustomerSource

Over the years I have answered many support calls that the client could have answered themselves with just a simple search in CustomerSource. Of course I have no problem answering support calls and helping clients, but I know everyone is watching their budget and looking for places to cut. Unfortunately they sometimes cut out support when they do not realize they have access to CustomerSource and they can use the self support.

Of course using CustomerSource requires that you have an active service plan. If you have an active plan you will get access to all of the following areas:
  • News and Events
  • My Account
  • Support
  • Downloads and updates
  • Technical content
  • Product information
  • Service plan information
  • Training and certification
  • Microsoft Dynamics newsgroups
  • Solution Finder

In my opinion the top two areas are Support and Training. In the Support section you have access to technical resources including Automated Solutions, Hot Topics and Microsoft KnowledgeBase. The KnowledgeBase is the same database used by the technical support team at Microsoft. Training give you access to searchable lists of classroom training, unlimited access to several e-learning classes and downloadable training material.


These are just a few highlights of CustomerSource. I could write several pages on the value of CustomerSource, but seeing is believing. You need to login and take a look. To access CustomerSource simply go to www.microsoft.com/dynamics/customersource.mspx. On this page you can login if you currently have access or you can take a tour of the features. CustomerSource login is controlled by using Microsoft Live login. Also either your company administrator, partner or Microsoft support will need to activate your account and send you an invitation.


Remember CustomerSource requires an active service plan, so if your plan has lapsed you need to contact your partner to renew prior to using CustomerSource.