Can't add a customer to customer source?

rkuchar · 2011-10-27

Sorry I know this probably isn't the correct section of the forum - but I am hoping someone will know the answer to this:

I am a Partner trying to add a customer to Customer Source. It says:

Sign in to CustomerSource.

Go to My Account > Our CustomerSource Accounts.

Click Add New Professionals.
http://www.microsoft.com/dynamics/customer/en-us/access-customersource/default.aspx

But when I sign in there is no My Account > Our CustomerSource Accounts on the left menu.

I am an "administrator" in Partner Source. What else do I need to do so I can add customers?? Thank you.

kriki · 2011-10-27

[Topic moved from 'NAV Three Tier' forum to 'General Chat' forum]

davmac1 · 2011-10-28

They have a problem on their web site.
If you are on partnersource and customersource, their web site gets confused, and mixes the two.
Don't have them fix it for you - it just makes it worse.

It does not look like they put their best people on web site design.

ssingla · 2011-10-29

On partner source go to Voice. From Customer List select customer and under the customer tree on left side select Add Professional.
This is how I do for my customers. Also I never use the option of "link Live Account" and instead select the option of "send an invitation mail".

rkuchar · 2011-10-30

ssingla wrote:

On partner source go to Voice. From Customer List select customer and under the customer tree on left side select Add Professional.
This is how I do for my customers. Also I never use the option of "link Live Account" and instead select the option of "send an invitation mail".

Thank you that is it! I don't know why the "Official" instructions do not say this.... #-o

rkuchar · 2011-10-30

davmac1 wrote:

If you are on partnersource and customersource, their web site gets confused, and mixes the two.
Don't have them fix it for you - it just makes it worse.

Can't add a customer to customer source?

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