Public and private knowledge base

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Posted on by SamHjelmfelt

What is the best way to manage a knowledge base with a mixture of articles for internal and external consumption?

We will have users who are our employees, partner employees, authenticated customers, and anonymous public users. Content should be visible to one or more of these categories plus the categories will be subdivided based on security groups (e.g. HR vs IT vs customer service).

From what I can tell, we can use a mixture of SharePoint wiki pages, dynamics partner portal knowledge articles, and dynamics customer portal knowledge articles, but there is no unified way. If we could configure SharePoint pages to show on a customer portal, that might help reduce the complexity.

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MikeC282 2,175 on at

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Hey bud,

I'm assuming you're using D365 Portal in conjunction with KB articles.

You can do this by using the Content Access Level functionality in Portal. They allows you to create specific access. You'll notice each KB article is assigned a content access level by default. In fact I believe the default CAL is called default. See below for more info.

docs.microsoft.com/.../manage-knowledge-articles-content-levels

nishantrana.me/.../

Kind regards,

Mike

If this has answered your question. I appreciate it if you marked it as solved.

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