web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

How to add a tab to case entity for related KB articles

(0) ShareShare
ReportReport
Posted on by 55

How to add a tab to case entity for related records.

I have the same question (0)
  • Suggested answer
    Amit Katariya007 Profile Picture
    10,409 Moderator on at

    Hello,

    Please refer below article where it is shown, how to configure Knowledge search on the case form.

    docs.microsoft.com/.../add-knowledge-base-search-control-forms

    Thank you,

    Amit Katariya.

    Please mark this as verified if it helped you to resolve your issue.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Bigred57,

    By default, you can search kb articles in case form:

    pastedimage1648453764579v1.png

    and you can link any articles to current case:

    pastedimage1648453822368v2.png

    Then you can view the related kb articles in the sub-grid:

    pastedimage1648454304201v1.png

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
NeerajPawar Profile Picture

NeerajPawar 31

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 19 Super User 2026 Season 1

#3
11manish Profile Picture

11manish 16

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans