New feature coming in 2015! Create custom Help for your users


Applies to: Microsoft Dynamics CRM 2015, Microsoft Dynamics CRM Online 2015 Update

Have you ever wanted to customize the default CRM Help content and extend it to cover all the custom developments you’ve added for your business? With the 2015 versions of Microsoft Dynamics CRM (coming soon), you can do just that. What’s more, you can replace the default Help system at a global level (useful if you have a highly customized system and you want to completely replace Help) or at an entity (record type) level. The implementation is very simple in either case.

To replace the default Help system with a global URL, you use the System Settings dialog box:

 

Enable custom Help by selecting the Use custom Help for customizable entities option, and then enter the URL where you’re hosting your customized Help. When a user clicks the Help button from any entity record or grid, a new tab opens that displays your custom Help.

If you want to make your Help system more dynamic, you can append parameters to your URL. For example, you could redirect all Help to a global custom Help URL and display different pages based on the Entity Name parameter. You can also access parameters for Language Code, Entry Point, or Form ID.

To replace the default Help system at the entity level, you first enable custom Help through the System Settings dialog box, and then go to Settings > Customizations > Customize the System and select the entity you want to create custom Help for. Then just select the Use custom Help check box and enter a Help URL. When a user clicks the Help button for that entity, they’ll get your custom Help.

 

This is just one of the great new features headed your way with the 2015 versions of Microsoft Dynamics CRM. To learn about other new features in the CRM 2015 wave, see our Get Ready page. To learn more about Microsoft Dynamics CRM, Microsoft Dynamics Marketing, or Microsoft Social Listening, see our Customer Center.

Bryce Holmes
Technical Writer
Microsoft Dynamics CRM
End User Team

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