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One of the great new features of Microsoft Dynamics CRM 2015 is the option to customize the help content. The end-users see the help content when selecting the help icon in the top right corner. As an administrator, you have the option to direct the user to a completely new location (URL) when they click that button. What makes this feature really cool is not only can you customize the help globally, but you can also customize it for individual customizable entities. In this blog we’ll show you how to do that.

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Customizing Help Globally

To get started you will first need to select System
Settings under Settings > Administration.

Next, to custom help globally in the system you will want to go down the to the Set custom Help URL section under the General tab in the System Settings and follow these steps.

  • Select “Yes” for Use custom Help for customizable entities
  • Enter the “URL” where your custom help is stored
  • Select “No” for append parameters for URL

Now when a user selects the Help icon your custom help URL will now be displayed globally in a new tab to help your users!

Customize Help for Individual Entities

Now the cool part. If you want to display custom help for individual entities you can do that as well! To do this you will need to first decide if you want to set Append parameters to URL as “Yes” in the Set custom Help URL section of in the General tab under System Settings (Screen referenced above).

Next you will want to select the entity you wish to display your custom help under. To get there, go to Settings > Customizations > Customize the System and follow these steps.

  1. Click on the custom entity from the left side navigation panel.

2. Now under the General tab in the Help section, select Use custom help and enter the URL that contains your custom help.

Note: Setting the Append parameter to URL as “yes” is not mandatory, but setting to “yes” will put a parameter (user language code/ entity name/ form ID) on the custom URL which will allow a developer to easily show the proper custom help for certain entities that require custom help. See below for example:

That’s it! Now when you select help in the selected entity, your custom help URL will display and you can now have help that makes sense to your users and your customized CRM system.

Having the ability to customize your help is just one of the new features released in 2015 that you can use to drive adoption and improve your users experience with CRM. For more insights, watch this video on how to customize the help.

For even more new features and helpful Dynamics CRM tips, be sure to check out our other CRM 2015 blogs:

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.