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Hi, I am looking for some ideas on how to implement a custom help feature in our on premise CRM 2015.
Currently we have our help content(forms, articles, videos) in Sharepoint site but we are not really satisfied with the navigation as sometimes we receive a prompt for login to SharePoint.
So, can we have something inside CRM itself where we can store all our custom help content like forms, articles, videos.
And then users should be able to access the help content. Also, we have two different business units.. so users should be able to access only their stuff. How to
add security surrounding the content? Please let me know if anyone has seen this scenario before.
Thanks for any advice.
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1.Yes Custom Entity.
2.Yes ,Security Role will suffice.
3.Either Upload feature or refer Hosted VDO link ..in Html5 you have media tag to do this.
4.You need to store VDO somewhere on Web or in CRM .
Thanks Alok,
You mean a custom entity with a form containing fields and iframe? So, creating security role for this entity will suffice all the access levels?
And in the iframe, you mean place an upload feature? where does the VDO content gets stored? in the annotation entity?
Thanks again for quick response.
Refer to this link:
Create a Custom entity with Multiline text ,and Iframe for VDO contains. Create Security role for the same and set BU level read access.
In your case SharePoint will be the ideal place store all your help related contents. Also, it is closely integrated with AD, you can create permissions, user groups and provide access to users by adding them to respective groups. Please discuss with your SharePoint Administrator to set up SSO from Dynamics CRM to SharePoint environment.
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