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rkuchar
 Post subject: [Solved] Can't add a customer to customer source?
PostPosted: Thu Oct 27, 2011 6:44 pm 
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Joined: Fri Oct 07, 2011 4:04 pm
Posts: 24
Country: United States (us)
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.


Last edited by rkuchar on Sun Oct 30, 2011 4:27 am, edited 1 time in total.

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kriki
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Thu Oct 27, 2011 9:42 pm 
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[Topic moved from 'NAV Three Tier' forum to 'General Chat' forum]

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davmac1
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Fri Oct 28, 2011 7:40 pm 
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Location: Richardson
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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.

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ssingla
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Sat Oct 29, 2011 9:01 am 
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Posts: 2870
Location: India
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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".

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rkuchar
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Sun Oct 30, 2011 4:24 am 
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Joined: Fri Oct 07, 2011 4:04 pm
Posts: 24
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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
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rkuchar
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Sun Oct 30, 2011 4:26 am 
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Joined: Fri Oct 07, 2011 4:04 pm
Posts: 24
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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.


:lol:
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