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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

something wrong with creating KB Article template

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Posted on by 5

Hello

Im recently have some problem with 'Knowledge Page' in Portal Website

and I tried to follow this step ->

https://crmbook.powerobjects.com/basics/service-management-overview/knowledge-base/

to create a KBArticle template.

But I've faced the following problem.

3326.dd.jpg

How can I solve this problem?

Please help..

I have the same question (0)
  • Suggested answer
    RajuB Profile Picture
    on at

    Hi,

    Looking at your issue seems like you are using old legacy knowledge base articles.

    This is the legacy Knowledge Base Article entity supported by almost all versions of Dynamics 365. While this still exists, Microsoft recommends using the new KnowledgeArticle entity. Along with kbarticle entity, kbarticlecomment and kbarticletemplate entities has been deprecated.  Please see the articles below for more information.

    docs.microsoft.com/.../dn281891(v=crm.8)

    Knowledge Article (Entity Name: knowledgearticle)

    The Knowledge Article entity is the latest Knowledge Base entity used by the new Knowledge Management System powered by Interactive Service Hub. Introduced in Dynamics CRM 2016, the new Knowledge management System includes features such as embedding external images and videos, article versioning, and translation.

    How to find it:

    Service > Articles

    Click on the Access it here link in the yellow bar.

    Direct link: https://<org_name>.crm<region_number>.dynamics.com/nga/engagementhub.aspx?org=<org_unique_name>

    Interactive Service Hub opens.  Click Service > Knowledge Articles

    Click + New

    Click Save.  Click Review to Approve or Reject.

    Additional information: please refer to this: docs.microsoft.com/.../important-changes-coming

    Hope this answer your question.

  • chloedesign95 Profile Picture
    5 on at

    Hello :) Thank you for your help.

    But I don't even have a 'service' tab.... or I cannot find it.

    additionally, Interactive Service Hub is not accessible.. when I tried to access It automatically back to my current webpage and shows me

    "You are not in the security group, Learning Path Authors. You can't author in Learning Path until you are part of this group. Please ask your system administrator to add you to it".

  • Suggested answer
    RajuB Profile Picture
    on at

    Basically you could see from the below steps:

    1. Go to Office 365.

    2. Go to Admin Center.

    3. Go to Dynamics 365 Administration Center.

    4. Click on Instances Tab.

    5. Select on target instance.

    6. Click on Solutions from action panel (new tab will be opened).

    7. Ensure Customer Service Hub is installed.

    You can see it from Dynamics->Settings->My apps

    -Also Usage of Parature knowledgebase as the knowledge management solution is deprecated. This feature is replaced by Knowledge Management features in Dynamics 365 Customer Service.

    docs.microsoft.com/.../important-changes-coming

    Error message you receive is from the learning path authors generally If you're not a member of the Office 365 Learning Path Authors security group,

    Add a user

    Go to the admin portal for your Office 365 tenant by selecting the Navigate to other applications button in the upper-left corner of the page when you're signed in to Dynamics 365, and then select Admin.

    You might be asked to reenter your password.

    In the Admin center, select Groups.

    On the Groups page, select the Learning Path Authors security group.

    In the Members row, select Edit to add users to the group.

    Select + Add members, and then specify or search for the user(s) you want to add to the group.

    Select Save when you're finished adding users.

    Note

    Another way to assign the group to a user account is by selecting Users > Active Users, selecting the user you want to add, and then selecting Edit next to Group memberships to select the group(s) to add the user to.

  • Community Member Profile Picture
    on at

    Just looking at what is now the Customer Service Hub, the option of + New from Template on the menu ribbon (between + New and Delete) is no longer there on my implementation. See article Create and manage knowledge articles (docs.microsoft.com/.../customer-service-hub-user-guide-knowledge-article. I can create new articles in the Customer Service Hub but not in the web client, and also create Article templates in the old web client, but can't create articles in the web client. An odd set of incompatibilities.

    Does anyone have ideas about this?

  • Tamim AlKhiamy Profile Picture
    135 on at

    I have the same problem here, the option of + New from Template on the menu ribbon (between + New and Delete) is not available, I cant find a way to create new Article from Template or even create an Article Template in the Customer Service Hub

    are you able to resolve it?

  • Community Member Profile Picture
    on at

    Hello Tamim

    There does appear to be something odd when using KB Articles in the unified interface. I am using Dynamics 365 CRM v .0. I created a Reference Panel in the Case main form. One of the sub-grids was for Knowledge Articles (KB Articles created in the unified interface). When I looked at the sub-grid afterwards, I could see the KB Articles but could not preview them or search to find an existing one, or create a new one from the sub-grid. I found this a little frustrating as the old web client functionality allowed users access to the activity wall which incorporated KB Articles, with a preview function.

    In the Dynamics 365 upgrade, the KB Article function has been removed from the Activities tab, but is still there in the form design screen. So, I removed the KB Articles sub-grid from the Reference Panel and inserted the KB Search function into the Case main form, immediately below the Reference Panel. This works fine and I can now preview the article without having to open it.

    Hope this helps.

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