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Microsoft Dynamics CRM (Archived)

How to show article in Opportunity

Posted on by Microsoft Employee

Hi,

I want to show KB Article or any document in Opportunity automatically when selecting Product.

Can any one help me in this.

This is Urgent please help me.

Thanks,

Nipun Sarswat

*This post is locked for comments

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: How to show article in Opportunity

    Hi Nipun,

    There is no OOB functionality to achieve this. You would need to write something custom which depend upon you requirement if you want to use document.

    You could try the above suggestion for KB articles.

  • TomSmelser Profile Picture
    TomSmelser 1,570 on at
    RE: How to show article in Opportunity

    Hello,

    The newer 365 KB articles has a feature to suggest articles.

    If there is 1 product you may be able to accomplish, or create a custom product field to capture product names.

    Then use that field in KB suggestion feature.

    You must be using online I believe.

    You can read here:

    nishantrana.me/.../configure-automatically-suggest-knowledge-articles-using-cognitive-services-text-analytics-preview-in-dynamics-365-online

    Good luck!

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