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

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Service | Customer Service, Contact Center, Fie...
Suggested Answer

Customizing the Knowledge Base page

(0) ShareShare
ReportReport
Posted on by 5

What are some of the customizations I can make to the Knowledge Base Page Template?

For example, what code do I need to enter to add a Search field on the page? How do I enter and organize more content on the page?

pastedimage1610393554521v1.png

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi FrankYoka,

    From your screenshot, the Knowledge base-home page just show category of knowledge article, not show knowledge article directly.

    You need go to Settings > Service Management > Categories to create categories, it will show in the page.

    pastedimage1610432688104v1.png

    pastedimage1610432710187v2.png

    And you need associate knowledge article to the category, you can find them under Corresponding category.

     pastedimage1610433047983v7.png

    pastedimage1610433074088v8.png

    And you can search kb article by using global search or search it in support page, not adding searching field in the page, which is not an easy thing.

    pastedimage1610432892064v5.png

    pastedimage1610432993752v6.png  pastedimage1610433130851v10.png

    If you can’t search kb article, you need refer following steps to link CRM Portal to the Knowledge Base.

    https://docs.microsoft.com/en-us/archive/blogs/lystavlen/linking-crm-portal-to-the-knowledge-base-in-crm

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the July Top 10 Community Leaders

These are the community rock stars!

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

#1
Syed Aqib Raza Profile Picture

Syed Aqib Raza 42

#2
11manish Profile Picture

11manish 19 Super User 2026 Season 2

#2
Travis South Profile Picture

Travis South 19

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans