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Custom knowledge base in CRM2015

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Posted on by crmprogrammer2013

2,665

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. I've searched online for ideas, but mostly there are articles about customizing the ? button and creating 'Articles' using Articles entity.

If anybody has ideas for me that would be great and appreciate it.

Thanks for any help.

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Inogic 24,094 on at

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RE: Custom knowledge base in CRM2015

Hi,

Below link might help you with your requirement.

http://www.inogic.com/blog/2015/02/custom-help-in-crm-2015/

HTH!

Thanks,

Sam
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Gary Letter 1,267 on at

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RE: Custom knowledge base in CRM2015

CRM 2015 allows you to customize Help at the global or entity level. You can find a summary at:

https://technet.microsoft.com/en-us/library/dn832079(v=crm.7).aspx

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