Add a Customer administrator to a service in RapidStart Services [AX 2012]

Updated: September 17, 2015

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Beginning October 1, 2015, RapidStart services will no longer be supported. For more information, see the announcement on CustomerSourcehttps://mbs.microsoft.com/partnersource/northamerica/news-events/news/RapidStartServicesDiscontinued or PartnerSourcehttps://mbs.microsoft.com/customersource/northamerica/news-events/news-events/news/RapidStartServicesDiscontinued.

This topic explains how a Partner implementation expert can make RapidStart Services available to customers and prospects by using online services for Microsoft Dynamics ERP.

ImportantImportant

In the March 2014 release of Microsoft Dynamics Lifecycle Services, support for creating and opening RapidStart Services projects for Microsoft Dynamics AX was added to the Lifecycle Services project page. You can use the online services for Microsoft Dynamics ERP website as described in the rest of this topic, or you can use Lifecycle Services instead.

To use Lifecycle Services, visit Microsoft Dynamics Lifecycle Services.

Before you start this process, you must do the following:

  • Complete the steps in the Activate your Partner Portal account for Microsoft Dynamics ERP RapidStart Services topic.

  • Identify the person who will act as the Customer administrator for RapidStart Services. This person might be someone from the customer organization. Alternatively, someone from a partner organization can work on behalf of the customer, provided that they use a different Microsoft account from the one that they use for their partner login.

    The Customer administrator must provide you with the ID for the Microsoft account that is used to sign in to CustomerSource. This is the ID that you must enter during the registration process. Make sure that the Customer administrator gives you only the ID for the Microsoft account and not the password.

After you add the customer in online services for Microsoft Dynamics ERP, the Customer administrator receives an email message from dynamicsonline@microsoft.com. This message contains an activation link that is used to complete the process. The link opens a web page, where the customer must sign in by using the Microsoft account that you entered when you registered the customer.

After the Customer administrator signs in, he or she reviews and agrees to the online services agreement and privacy statement, and then signs in to Customer Portal. In Customer Portal, other users in the customer organization can be added and assigned to roles.

  1. In your browser, open online services at http://www.dynamicsonline.com, and sign in to Partner Portal. If the Getting Started – Partner Portal for Microsoft Dynamics® ERP page is displayed, click Create a new customer.

  2. On the Customers page, on the Action Pane, click New Customer. Then, depending on whether you are enrolling an existing customer or a prospective customer, follow the instructions in this table.

    To use RapidStart Services in your own partner organization, you must add yourself as a new customer and use the procedure for enrolling a prospect.

    Customer status

    Action

    Existing customer

    To enroll a customer who has an account in the VOICE system, follow these steps:

    1. On the Create a new customer page, in the Customer account number field, enter the customer’s account number in VOICE.

    2. Click Search my customers.

      The customer appears only if you have entered a correct account number and you are the customer’s partner of record in VOICE. If you don’t see your customer on the Select customer page, enter the customer name, and then click Search. The search page displays the customer accounts that resemble your search term and that are associated with your partner account in VOICE. Select the customer in the list, and then click Select customer. The Select customer page closes.

    3. On the Create a new customer page, the Customer account number field displays the account number. To copy the organization information and address from the customer record in VOICE, click Fill other fields using the customer account number. You can also enter the customer information manually.

    NoteNote

    When you create a customer account here without adding a VOICE account number, the RapidStart Services service remains active for only 90 days. To continue to use RapidStart Services after 90 days, you must add the customer’s account number from the VOICE system to the customer record in Partner Portal. If you don’t add the VOICE number within 90 days, the account is inactivated. Microsoft retains the data for the account for an additional 30 days. If you contact Support and provide the customer’s VOICE account number during that time, you can reactivate the account and continue to work with the data.

    Prospective customer

    To enroll a prospect, follow these steps:

    1. On the Create a new customer page, enter the Customer administrator’s information.

    2. Click Create Customer. For a prospect, you don’t need to enter anything in the Customer account number field.

    3. In the Contact email address field, enter the email address that is used to contact the customer. Notifications are sent to this address.

      This email address can be different from the Microsoft account email address.

  3. After you provide the required information, click Create customer. The Create a new customer page closes.

  4. In the Customer list, select the customer, and then, on the Action Pane, click Add Service.

  5. On the Choose the service you want to sign up for page, click RapidStart Services.

  6. On the Sign up for RapidStart Services page, click Add Service.

    ImportantImportant

    Make sure that the Country/region of use field is set correctly, because you can’t change the value later. We have multiple data centers, and RapidStart Services pages load faster if you select the data center that is closest to your physical location. You can view the list of countries and regions where RapidStart Services is currently supported in the RapidStart Services section at the bottom of the online services home page at http://www.dynamicsonline.com. If you don’t see the country or region for your customer, contact Support before you continue.

  7. On the Next steps page, click Close. You have finished activating the subscription and can now activate RapidStart Services.

  8. On the Service List page, select the customer, and then, on the Action Pane, click Send Activation.

  9. On the Send Activation page, complete the information for the Customer administrator. The contact email address can differ from the email address that the Customer administrator uses for the Microsoft account.

  10. Click Activate to send an activation email message to the Customer administrator.

  11. On the Service List page, verify that the service status for the customer is Invitation sent.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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