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85Hello All,
I am new to the Dynamics 365 (D365) platform and having come from an Oracle product stack, I am actually slowly but surely loving the D365 platform for its ease of use, functionality, etc.
As background, my organisation has D365 Customer Experience and a number of customised modules. At the moment, our main PDF user manual is stored on our SharePoint platform and users have been instructed to create a shortcut to the PDF user manual in question. This means that if they need to refer to any parts of the PDF user manual, they need to switch from their D365 browser session, go to their Windows desktop, launch the PDF user manual and search the content.
I am looking for means to make our users' lives easier when they need any assistance and would like to pick your brains about the following:
1. I would like to know if it is possible for users to access the PDF user manual from within a D365 CE module. If yes, what would the steps be to achieve this? Would it involve overwriting the URL assigned to the "?" appearing in the menu bar? Is it possible to have a link pointing at the generic D365 Help website and another one pointing at our PDF user manual file on SharePoint?
2. I would like to know whether it is possible to upload the entire contents of the PDF user manual as a proper help. If yes, what would the steps be to achieve this?
3. I would like to know whether it is possible to have a short help balloon to appear right above each data entry field. If yes, what would the steps be to achieve this?
Thank you in advance and keep up the great work.
Cheers,
Michael
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