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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Knowledgebase in CRM?
Microsoft Dynamics 365 | Integration, Dataverse...
Answered

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?

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi Angie,

    Wo will create guided help.

    Enable custom help panes for your environment

    1. Open a model-driven app, and then on the command bar select Settings 3652.pastedimage1616752032483v6.png > Advanced Settings.

    2. Go to Settings > System > Administration.

    3. On the Administration page, select System Settings.

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

    0825.pastedimage1616752071353v8.png

    Then open the form and write our Knowledgebase.

    4628.pastedimage1616752129602v9.png

    3750.pastedimage1616752146115v10.png

    Insert a ballon for each field.

    5751.pastedimage1616752272199v11.png

    3034.pastedimage1616752368952v12.png

    6648.pastedimage1616752384966v13.png

    For more information, please refer to 

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