FAQ

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General

How do I sign up / get an account on Dynasource?

Dynasource is a community-driven platform meaning that to become a member of the platform your company must be invited by a Community Leader. Since our platform is built to represent company capability rather than individual capability, you cannot sign up to the platform individually.

What is a Mondrian?

The Mondrian is designed to give Dynasource users a quick impression of where each Service Provider is anchored in terms of capability. You can hover over each area of capability to see the detail of the products that have been claimed.

How is a Mondrian built?

Let’s take an example. John Doe onboards to Dynasource and claims the 8 products that they have used/deployed for customers over the last three months. Each of these products is associated, by Dynasource, with a Domain. John claimed 4 products in Business Applications, 3 in Infrastructure, 1 in Collaboration Tools. In sizing the Mondrians we consider the top two domains – therefore John’s skills contribute to the Business Applications and Infrastructure components of his employer’s Mondrian. Please note – our Search algorithm considers all skills claimed – not just the top two domains.

What is a Credit on Dynasource?

Credits are certificates completed by customers which appear on your profile and help to validate your skills. This feature is designed to make sure that great IT project work is acknowledged and recorded for future reference. It also means that your skills are supported by real-life testimonials.

Can people contact me directly?

Once in-platform messaging (currently in development) is added to the platform, Practice Managers can be contacted through the platform. Community Admins, Channel Managers, Inside Sales and Professionals cannot be contacted from within the platform.

Can I have more than one role on the platform? (e.g. Practice Manager + Professional)

You can only have one role on the platform at any one time.

Can I change my account email?

To change your account email, click on your initials in the navigation bar, click on the account settings and scroll down to the change email address section. Add new email address and click on ‘Save’.

I didn’t receive an email to confirm my account, what should I do?

Please contact our Customer Success team on +31 20 240 3405 and we’ll help you out.

How do I change my password?

To change your password, click on your initials in the navigation bar, click on account settings and scroll down to the ‘change your password section’. Follow the instructions on the page. If you can’t remember your password, click on the forgot password link on the Dynasource login page

Where do I find account settings?

To find your account settings, click on your initials in the navigation bar and then click on ‘Account settings’. From here, you can select your preferences.

Why has my account been blocked?

An account may be blocked for a number of different reasons. Please contact our Customer Success team on +31 20 240 3405 to find out the reasons that may have led to your account being suspended.

Practice Manager

What role does a Practice Manager play on the Dynasource platform?

Practice Managers lead the team of Professionals that each Service Provider employs. Dynasource is designed to help Practice Managers better represent the capabilities and experience of their team to the outside world. It is the Practice Manager’s job to invite their Professionals to onboard and maintain their profile on the platform.

What is the value of Dynasource for me as a Service Provider?

Dynasource can help you show vendors and distributors what you’ve got – in terms of capabilities. Our credits functionality helps to endorse the skills your Professionals claim as well as representing their project experience.

How much time does it take to onboard on Dynasource?

The average onboarding of a Professional will take just 8 minutes. This includes creating an account and providing details for work location, product knowledge, industries and languages.

Why do I have to onboard all my Professionals?

Only by onboarding all the Professionals in your company, will your profile present a comprehensive overview of all the skills and capabilities that exist within your organization.

Why does Microsoft/Tech Data/Insight want me to onboard on Dynasource

Providing an objective directory of service capabilities of their partner channel helps vendors and distributors to quickly identify partner development investment opportunities. It also offers the ability to assign leads to the most suitable partner, which improves the win ratio.

Can I be part of more than one community at the same time?

You can be a member of multiple communities simultaneously. You can be added to a specific community by contacting the Community Admin or Channel Manager of that particular community.

Can I invite a freelancer to join my team?

No, you can’t invite freelancers to join your team. On Dynasource, you can only represent your company’s capabilities as evidenced by internal employees.

Can recruiters approach my staff?

No – our platform is invitation only and we don’t invite recruiters onto the platform. In addition, each Professional from your team gets to choose whether their name, photograph and LinkedIn URL are visible to anyone outside your organisation.

Professional

What role does a Professional play on the Dynasource platform?

Professionals are the key assets within the IT services industry. Dynasource exists to help them tell their story in terms of product skills, industry knowledge and projects delivered. We collate this information for all Professionals employed by each Service Providers to create a picture of what each Reseller/Partner/Service Provider is capable of.

Can anyone look at my profile?

Everyone on the Dynasource platform will be able to see (as a minimum) that the Service Provider you work for employs someone with the skills and industry experience you claim. Your colleagues will be able to see your name/photo and LinkedIn URL. Your profile visibility is set to ‘Private’ by default, which means that your details cannot be viewed by anyone outside of your team. The extent to which others can see your name, photo and LinkedIn URL is your decision – defined by you in Account Settings.

Can people leave reviews on my profile?

The Dynasource platform enables you to invite customers to give you “credit” for the work that you have done on their behalf. In doing so, they confirm which of the skills you have claimed they have seen. There is no opportunity for them to leave a free text review.

Can anyone contact me?

No, you can’t be contacted directly through the platform. Anyone who wants to contact you individually through Dynasource must first contact the Practice Manager who runs your company account.

Can recruiters look at my profile?

No – access to Dynasource is by invitation only and we don’t invite recruiters to join.

Community admin

What role does a Community Admin play on the Dynasource platform?

The Community Admin plays a key role in ensuring that the right Channel Managers and Inside Salespeople have access to the platform – and know how to use it.

What is a community on Dynasource?

A community is a collection of service providers / partners who work with a particular vendor or distributor.

How do I invite Channel Managers to my community?

To invite Channel Managers to your community as a Community Admin, go to your dashboard and click on either ‘View registered’ or ‘View pending’. Then click on ‘Invite Channel Managers’, provide a name and email address and click ‘Invite’. If you wish to invite a large amount of users in one go, use the invite link and distribute it to the people you want to invite via whatever channel you choose.

Can I change the name of my Community?

If you want to change the name of your Community, please get in touch with your Customer Success agent by email or phone on +31 20 240 3405.

How do I change my community settings?

You can change your community’s settings by contacting the Customer Success team on +31 20 240 3405.

Can I remove companies / Professionals from my Community?

Yes, you can remove Service Providers from your Community, however, you cannot remove Professionals individually. When you remove a Service Provider from your Community, all the Professionals who work for that Service Provider will automatically be removed from the Community and their skills data will no longer be reflected in the Community Mondrian.

Channel manager

What role does a Channel Manager play on the Dynasource platform?

Dynasource is designed to transform the insight that Channel Managers have of the capabilities of their partners. The Channel Manager’s role on the platform is to invite partners, drive complete onboarding and then leverage the data to make more informed business decisions about where they invest their time, new business opportunities and training resources.

How do I invite partners to my Community?

To invite partners to your community as a Channel Manager, go to your dashboard and click on ‘Invite’. There, you can provide the name and email address of the person you wish to invite. If you wish to invite a large amount of partners in one go, use the invite link and distribute it to the people you want to invite via whatever channel you choose (e.g. email, slack).

Can I invite Professionals directly?

A Channel Manager does not invite Professionals to the Dynasource platform directly. A Channel Manager invites a Practice Manager (within a Service Provider) to the platform. The Practice Manager can then invite the Professionals who work at their company to onboard.

Can I invite Channel Managers directly?

Only the Community Admin of your community can invite Channel Managers.

Can I invite Inside Salespeople directly?

Only the Community Admin of your community can invite Inside Sales professionals.

Can I manage more than one Community?

It is not possible for a Channel Manager to manage more than one Community on Dynasource.

Inside sales

What role does an Inside Salesperson play on the Dynasource platform?

Inside Salespeople spend their day talking to the most important stakeholders in the IT services industry – customers. Dynasource exists to help Inside Salespeople connect those customers with the most appropriate partner.

Can I contact Professionals directly?

No – all communication with a partner goes through a Practice manager.

Why isn’t X company listed on Dynasource?

Only companies who have been invited by their Channel Manager can onboard to Dynasource. If a company is not on Dynasource, it means that they were not invited or that they haven’t responded to their invite. In either case, please contact a member of the channel management team.

Privacy and security

How do I opt-in / opt-out of marketing communications?

You can change your communications settings at any time on your Account Settings page. To do this, log into your Dynasource account, click on your initials in the navigation bar, click on “communication settings’ and select your preferences.

How do you secure my data?

All of the data you provide is transferred via secure, encrypted networks. The Dynasource platform itself is hosted in the highly secured Microsoft Azure Cloud environment.

Can I change the visibility of my profile?

Profile visibility options vary per user role. If you’re a Community Admin, Channel Manager or Practice Manager, you can’t be found by other user roles on the platform. If you’re a Professional, your profile visibility is set to ‘Private’ by default. This will hide your name, profile picture and LinkedIn URL from users outside of your company. To change your profile visibility to public, log into your Dynasource account, click on your initials in the navigation bar, click on ‘Edit Profile’, scroll down and toggle ‘Hide profile from public’ to the appropriate option and click the ‘Save’ button.

Is the Dynasource platform indexable by Google and other search engines?

Dynasource is a closed platform and is therefore not indexable by Google and other search engines.

How will you notify me if my data is breached?

We take data security very seriously and have taken appropriate measures to protect your data from unauthorized access. In the unlikely event that your data is breached, we will notify you immediately via email.

How can I close my Dynasource account?

To close your account – and remove your profile and data from our system, log into your Dynasource account, click on your initials in the navigation bar, click on account settings, scroll down to ‘Close account’ and click the ‘Close account’ button.

Contact

Marlies

Your Customer Success Agent

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