In today’s video tip, we cover how to add images to knowledge articles in Dynamics 365 in 2020 Wave 1. Traditionally, if you wanted to include images in knowledge articles, you had to host them externally and link to the external image file. Starting with 2019 wave 2, you can enable a setting that allows […]
Tip #1230: Launch KB hyperlinks in a new window
We use Dynamics 365 Knowledge Base in USD (Unified Service Desk – t.j). We have links to PDF’s and images of schematics and detailed drawings in our KB articles. When users click the link they see the complex image or document in the KB article frame. How can we open the image or document full […]
Tip #1053: Convert emails to knowledge articles
The biggest challenge to knowledge management is content creation–somebody has to create the knowledge base articles. Emails can be a good source of knowledge base content. You are emailing your contacts and answering their questions, giving users a good way to quickly create knowledge articles from emails can be a good idea. There isn’t a […]
Tip #1001: Migrate Parature to Dynamics 365
Microsoft recently announced that Parature will be discontinued on May 18, 2017. To help their customers who currently use Parature, Microsoft is providing a toolkit which includes: A data migration tool to migrate accounts, contacts, cases (tickets), knowledge base articles, and files; Portal templates you can choose from to quickly deploy a modern support portal; […]