Knowledgebase in CRM?

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Posted on by Community Member

Hi there,

Is it possible to create a Knowledgebase inside the Dynamics CRM 365 Application? Example: SalesPerson is filing out Opportunity -but is unsure about the information that he needs to put into a field so he clicks the ? button.

Is that possible?

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LuHao 40,884 on at

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RE: Knowledgebase in CRM?

Hi Angie,

Wo will create guided help.

Enable custom help panes for your environment

Open a model-driven app, and then on the command bar select Settings > Advanced Settings.

Go to Settings > System > Administration.

On the Administration page, select System Settings.

On the General tab, under Set custom Help URL, select Yes for Enable Custom Help Panes and Guided Tasks, and then select OK.

Then open the form and write our Knowledgebase.

Insert a ballon for each field.

For more information, please refer to

https://docs.microsoft.com/en-us/powerapps/maker/data-platform/create-custom-help-pages

https://d365goddess.com/custom-help-panes-and-guided-tasks-for-unified-interface-apps/