CAL Business Solutions Team
CAL Business Solutions
 
 

CustomerSource Tips

Microsoft CustomerSource Tip: How To Change the Administrator For Your CustomerSource Account

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 […]

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Microsoft CustomerSource Tip: How to Add New Dynamics GP Users to CustomerSource

Every Dynamics GP users should have access to CustomerSource. You can find self-help tools, product updates and downloads, business news, helpful documentation such as how-to articles and white papers, support resources, and training information. You’ll also receive access to valuable community tools like product forums and Knowledge Base for quick answers to your support questions. […]

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Microsoft CustomerSource Tip: How Microsoft Dynamics GP Users Can Access CustomerSource

Every Microsoft Dynamics GP user should visit the CustomerSource website regularly! It is your main source for self-help tools, product updates and downloads, news, support resources, and training information. You’ll also receive access to product forums and Knowledge Base for quick answers to your support questions. (Hint: This can cut down on support calls.) How […]

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Microsoft CustomerSource Tip: How to Change Your Dynamics GP Partner Of Record With Microsoft

If you are unhappy with your Microsoft Dynamics GP partner relationship it is always a best to try to mend the relationship before seeking a change. However, as we outlined in our post, How to Divorce Your Microsoft Dynamics GP Partner, sometimes divorce is inevitable if it is in the best interests of your business. […]

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Microsoft CustomerSource Tip: How to Find Out What Version of Microsoft Dynamics GP You Are Using

When you call technical support for Dynamics GP, the first question you will likely be asked is, “What version of Dynamics GP are you using?” What can be confusing is that the name of the Dynamics GP system is not necessarily the version number anymore. Here are step by step instructions to quickly find out […]

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Microsoft CustomerSource Tip: How to use Knowledge Base to Get Free GP Support

Take a look at Microsoft’s Knowledge Base, a content storage for support questions and information on Dynamics GP. It contains over 15,000 articles on GP specifically, covering the most frequently asked questions from other Dynamics GP customers who contacted their partners or Microsoft directly for support. What kind of content can you find in the […]

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Microsoft CustomerSource Tip: Don’t Miss Out on the Value of CustomerSource

As one of the benefits of being on a service plan for Microsoft Dynamics, CustomerSource empowers you with tools and information that can help you increase efficiency and productivity.  Reasons  to visit CustomerSource: Self-help resources, such as Knowledge Base and technical documentation, CustomerSource can help you reduce support costs. Around the clock access to training […]

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Microsoft CustomerSource Tip: Accessing and Using Your Training Benefits

  Download and Print Accessing and Using Your Training Benefits A great reason to remain current on your GP enhancement plan is that you get free access to unlimited E-Learning and downloadable training materials through CustomerSource. Plus, certification exams for Microsoft Dynamics are available to validate your expertise and impress your boss! Business Ready Enhancement […]

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