How to Add a Person to Your CustomerSource VOICE Account.


If you want to add one of your SL users to VOICE so that they have access to CustomerSource and E-Learning, then follow these steps.

1)      Once you have access to Customer Source, you can link over to VOICE from the Home Page: https://mbs.microsoft.com/customersource/

2)      Under the “Organization” tree click on “All Professionals”: https://mbs.microsoft.com/voice/

3)      Click on the “Add New Professional” Button.

4)      Fill in the necessary profile information.  Please note that you need to check the “Send an Invitation Email to set up Account” box at the bottom of the page so that the professional you are adding receives an email from VOICE that invites him/her to associate Windows Live ID login credentials to Customer Source/Voice (If you are not sure how to setup a Windows Live ID contact Steve Williams at swilliams@accu.com ).  Once the information is complete, click save to complete the addition.

If you have any questions, please contact Steve Williams at 614-899-9900 ext. 122 or swilliams@accu.com

Advertisements
Tagged with: , ,
Posted in AccuNet Software & Services, Carolyn's Help Desk, Microsoft Dynamics SL

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: