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Service | Customer Service, Contact Center, Fie...
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Structuring knowledge articles

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I'm experimenting with migrating our company's Support Center help topics to Dynamics knowledge articles.

I realize knowledgebase articles are usually standalone topics and cover specific issues, but is it possible to structure them into a Help system in Dynamics? For example, is there a way to add a topic navigation?

I want to achieve a similar look to the Dynamics 365 Help (see screenshot). That help is done outside Dynamics using a docs-as-code approach, but maybe I can mimic it?

365help.png

  • Suggested answer
    LeoAlt Profile Picture
    16,331 Moderator on at
    RE: Structuring knowledge articles

    Hi Partner,

    Unfortunately we could not archive the docs-as-code style like the picture you shared in DOC.

    But you could create views based on different categories and using different views to display different kinds of articles.

    For example I want to show only articles belong to Support Category, I could create a new view named Support Articles and set some filter conditions.

    pastedimage1603678774843v2.png

    pastedimage1603678699762v1.png

    This could also be used as menu.

    In OOB, D365 only supported Hierarchy view for KB Article Categories.

    You can find it in Customer Service Hub -> Service Management -> Knowledge Base Management -> Categories.

    This view will show the relationships in categories.

    pastedimage1603678895150v3.png

    If you still want the format like the doc shows, you could raise an idea to Microsoft Team about this requirement.

    Best Regards,

    Leo

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