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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Custom help flyout configurations

(0) ShareShare
ReportReport
Posted on by 72

Hi everyone,

I am keen to start using the custom help flyout in my dynamics app - the functionality looks great and it will be really useful for my team. 

I realise I have to enable customer help in my environment for this to work but here I my question. I use three environments when working with Dynamics. 1 Development 2 Test 3 live

So if I create all my custom help flyouts on forms in dev how do I push them out to test and live? I cant see how to include custom help information in a solution it appears as though I just create the help articles in app on the front end?

Any advice would be greatly appreciated,

Thanks,

Mathu

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi Mathu,

    Have you tried to configure the flyout with Ribbon Workbench?

    So that it can be exported as a solution easily.

    Here is a tutorial which you can refer to:

    Add Flyout And Identify Selected Option - Dynamics 365 CE (c-sharpcorner.com)

  • Matthu Profile Picture
    72 on at

    Thank you Nya that's really useful.

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 144 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 59

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 52 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans