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

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Has anyone converted W...
Service | Customer Service, Contact Center, Fie...
Suggested answer

Has anyone converted Word documents to KB ( Knowledge base ) article automatically

(0) ShareShare
ReportReport
Posted on by bac26 2,268
Customer with hundreds of word documents and would like to convert to KB articles.  Has anyone done this before?
 
 
I have the same question (0)
  • MF-14080823-0 Profile Picture
    MF-14080823-0 2 on at
    Has anyone converted Word documents to KB ( Knowledge base ) article automatically
    We have the same problem and our Word files also include images. For images, copy/past doesn't work from Word to CRM.
    That's why we thought about method 2, too.
     
    Today I figured out that it works when you use OneNote as "Middleware".
    So copy the content of the Word into OneNote and then copy the content from OneNote to CRM, then all images will also be added to the content.
     
    Might be a bit less time consuming then entering it completely manual.
     
     
    If you have only written text and you don't care about the formatting, you could import the content with Excel Import.
    Just enter the Word content into the "Content" column.
  • Suggested answer
    RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    Has anyone converted Word documents to KB ( Knowledge base ) article automatically
    Hi,
     
    First of all, your request to convert Word documents into Knowledge base is not supported.
     
    Our team has come up with two alternative solutions.
    Method 1: Create a knowledge article and manually enter the content of the word document into the article, this method is very time consuming, but the result is closest to your needs.
    Dynamics 365 Customer Service Hub -> Knowledge Articles -> New

     
    Method 2: Create an article and add the corresponding word document as an attachment to the knowledge article. This method is less time consuming than the first one, but whenever your customers need to refer to the specific content of the knowledge article, they need to download the attachment in order to view it.
    Attach Files Form -> My Devices / Previous Uploads -> Insert File
     

     
    For specific details on creating knowledge articles please refer to the documentation at the following link
    Create and manage knowledge articles | Microsoft Learn
     
     
    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Rudy Zhang

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

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

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

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Congratulations to the August Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
Abhilash Warrier Profile Picture

Abhilash Warrier 100 Super User 2025 Season 2

#2
Suresh Kulla Profile Picture

Suresh Kulla 70 Super User 2025 Season 2

#3
DAnny3211 Profile Picture

DAnny3211 52

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans