CustomerSource is an amazing wealth of knowledge for Microsoft Dynamics GP users. It is your private customer portal website for information from Microsoft on your product.

Primary Contact/CustomerSource Admin

When you purchase Microsoft Dynamics GP ONE person at your organization is automatically set up as the primary contact.  (Your partner chooses this contact when the order is placed.) The primary contact will receive an email from Microsoft inviting them to sign up for CustomerSource and they will be the admin on the account.

According to Microsoft, “In each organization, at least one person can create, modify, and delete other professional profiles within the organization’s CustomerSource account– they are considered an administrator for the organization. The main contact (sometimes called the ‘Bill To’ contact) is the initial administrator for CustomerSource.”

What happens if your admin is no longer with the company? Your “Partner of Record” can change this primary contact/admin at your request or email itmbssup@microsoft.com.

Setting up Additional Administrators

Within the profiles, the administrator can also make other individuals administrators. To do this, while editing a profile, select the checkbox for Administrator and save the profile. This individual now has the same rights.

But you want to make sure that ALL of your Dynamics GP users have access to Customersource. This will mean that more individuals in your organization can be informed, productive, and self-efficient. Read the article: How to Add New Dynamics GP Users to CustomerSource

As a CAL Business Solutions client, we are here to help to you. Contact us with any questions. support@calszone.com or 860-485-0910 x3.

By Anya Ciecierski, CAL Business Solutions, www.calszone.com