CustomerSource Login Instructions

CustomerSource Access Information

To access CustomerSource and take advantage of the many benefits and training available, your organization must be current with your Dynamics Service Plan (enhancement).  Below are the instructions to access Customer Source.

Note: See attachments for complete login details

Step 1:    If you are not on a Microsoft Dynamics Service Plan, visit our Service Plan page for more information.
Step 2:    Ask your organization's CustomerSource administrator to grant you access to the site. If you don't know your CustomerSource administrator or if your organization does not have a CustomerSource administrator, contact your partner or email  for assistance.
Step 3:    Log in options:

Organizational account: Sign in with the account provided by your employer or school to use Microsoft Dynamics CRM Online, Microsoft Dynamics Marketing, Microsoft Social Listening, Office 365, or other Microsoft services.  Contact your Organization account administrator to add you to your company's Organizational account.  (Open Door Recommends this Method).

Microsoft account: Users of all other Microsoft Dynamics Products, sign in with the Microsoft account you use for OneDrive, Xbox LIVE,, Hotmail or other Microsoft services.  If you do not have a Microsoft account, one can be obtained by visiting the Microsoft account web site.  If you already have a Microsoft account, proceed to step 4.

Step 4:    If you're a first-time CustomerSource user, link your CustomerSource profile with a Microsoft or Organizational account.  After your CustomerSource administrator creates a CustomerSource user account, a system generated email will be sent to the user from the email address   The user must open the email and click on the link to associate the user's Microsoft/Organizational Account to the user's CustomerSource account.  

Step 5:    Sign in to CustomerSource
CustomerSource Help Documentation 
To learn more on how to setup users refer to the documents below.
If you cannot find an answer to your question here, please contact us.