If you cannot get access to Microsoft CustomerSource or you are struggling with the initial setup process, don’t worry – you are not alone! Although the Microsoft CustomerSource invitation email is totally accurate, it can be tricky to decipher. For a customer eager to get started learning about their brand new ERP system, this can be a frustrating experience.

The primary confusion found with the Microsoft invitation email is that the critical steps are not particularly clear, and the URL links provided are not listed in the order most users will need to use them. I have put together clearer instructions that you access in the link below. Please note that the instructions are intentionally simplified – that is, they are not intended to be exhaustive.

How To Access Microsoft CustomerSource Access

For additional news and tips and tricks regarding Dynamics ERP products, subscribe to our blog.