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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Enable Email Content from Knowledge Search results

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Posted on by 99
Where does one enable the 'Email Content' option from the Knowledge Search feature? I am not using Case integration.
 
It is shown in this article, but I do not see it in my current configuration. I only have Favorite and Pop out as options. Is it a permission issue? I'm a Systems Administrator so that can't be it I don't think. Is the menu with Copy/Email considered a command, where would I go to alter/customize?
 
 
 
I have the same question (0)
  • Suggested answer
    Dengliang Li Profile Picture
    Microsoft Employee on at
     Hi,
     
    This is also encountered by me in the Knowledge Search page. This may be due to a version update.
    However, when the Knowledge Search control is added to the form, the options are visible in the Knowledge Search results in the form.

     
    For more information on how to add the Knowledge Search control to a form, please refer to this official document:
    https://learn.microsoft.com/zh-cn/dynamics365/customer-service/add-knowledge-base-search-control-forms#web-client-experience

     I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Dengliang Li
  • JustRhonda Profile Picture
    99 on at
    I've continued my research into this issue and have 2 things that may be creating my issue:
    #1 The Knowledge Search component is on a Page in a Customized version of Customer Service, not a Form. 
    #2 Email is not functioning in our environment
     
    Can anyone confirm this might be the issue?
     
    I have read the shared article from @Dengliang_Li several times and it keeps referencing Form and Cases, but I'm not using Cases. 
  • Suggested answer
    RanjithK Profile Picture
    16 on at
    I agree with @Dengliang Li!
     
     

    To enable the option in any entity please go through following steps. 

    Login through your administration account.

    Make sure you are in customization mode.

    Select Advanced settings.

    Select Knowledge article entity or any particular entity. 

    Then in the end you can see "knowledge management" tick the box. 

     

     

    Or do it through power portal 

    Thank you. 

  • JustRhonda Profile Picture
    99 on at
    Thank you for responding with another thing to check! I did go and enable the Allow Knowledge Management on the Knowledge Article Entity and Published. The only buttons I see is the Favorite (heart) and Pop-out. I don't see the 3 dots like in the examples provided. 😣 
     

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