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Microsoft Dynamics CRM (Archived)

How to modify out of the box help in dynamic 365

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Posted on by Microsoft Employee

help.JPG

Hi ,please find above screen shot of help in dynamic 365,when we click on [ ? ] symbol on top right corner of dynamic screen we get scroll with some data ,video, link related to  entity, which is out of the box feature, now I want to customize this scroll data to show my data ,how can I achieve this, I tried with custom help feature of dynamic 365 but it redirects to that particular link, I want to customize this scroll data,how to achieve this?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to modify out of the box help in dynamic 365

    Thank you, This is exactly what I want.

  • Verified answer
    Gee Bee Profile Picture
    Gee Bee 11,397 on at
    RE: How to modify out of the box help in dynamic 365

    Hi

    You have enabled Learning Path Authoring.

    If you want sidebar (using Learning path)

    Please refer the following:

    community.dynamics.com/.../dynamics-365-learning-path-authoring-sidebars

    www.microsoft.com/.../create-your-own-guided-help-learning-path-for-your-customers.aspx

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to modify out of the box help in dynamic 365

    Hi,Thank you for help, I have tried this one but it is redirecting me to that link ,I want to have scroll when I click on [?] symbol, which is there for out of the box help, I want to modify content on this scroll.

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,074 on at
    RE: How to modify out of the box help in dynamic 365

    Hi Shweta,

    See: technet.microsoft.com/.../dn832079.aspx

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to modify out of the box help in dynamic 365

    Refer this:

    www.powerobjects.com/.../customizable-help-now-available-in-crm-2015

    https://technet.microsoft.com/en-us/library/dn832079.aspx

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