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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Custom Help Panes
Customer experience | Sales, Customer Insights,...
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Custom Help Panes

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Posted on by A Wennerwik 155

Hi,

I have started using the Custom Help Panes functionality in Dynamics. It is so much easier to work with than the old Learning Path.

There is however one thing that I can't get to work for my users: The balloon will not display on any users machine. Coach mark, yes, balloon, no.

I have checked in both Chrome and Edge that javascript is allowed, but it simply won't show.

Is there something else that needs to be done for it to show for everyone?

pastedimage1610642299781v1.png

I have the same question (0)
  • LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    I tested Help Panes and I can successfully display the balloon.

    pastedimage1610697568558v1.png

    Please refer to this video to check if your balloon in inserted correctly: https://youtu.be/yA02SmYFbJI?t=571

  • A Wennerwik Profile Picture
    A Wennerwik 155 on at

    Hi,

    As I said, it works for me, but not for my users.

  • Suggested answer
    Inogic Profile Picture
    Inogic 713 on at

    Help panes store the newly created balloons in a  “help page” entity record.

    8081.Untitled1.png

    Please check and confirm if your users have read permission of “Help pages” entity records.

    pastedimage1610712521820v1.png

    Also, as shown in the above screenshot of Help Page record, this record also stores the path which contains app name in which the balloon was created. As a result, this balloon will only be available in the app specified in the path.
    For example, if you create a balloon in the default form of the account record of “CRM Hub” app, this same balloon will not be available in default form of account record of “Customer Service hub” app.
    Hope this helps!

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