Tip #817: Display knowledge articles in the portals using custom templates

Books

Dynamics 365 portals come with a specially crafted pages for browsing Knowledgebase Articles by category as well as for displaying the content. KB content page is based on a rewrite-style template and is not customizable. It’s not difficult to put together an entity list and entity form to display the list of the articles and […]

Tip #718: Tipster guide to Dynamics CRM and Machine Learning – Part 2

Robot suggestions

In this video we expand on the Machine Learning topics from the previous video. We show you how to configure Topic Analysis on Knowledge Articles, for better analysis for cases from inside CRM. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in […]

Tip #713: Tipster guide to Dynamics CRM and Machine Learning – Part 1

I am robot

In the video, we look and some of the new Machine Learning options currently in Preview as part as Update 1 for 2016. In this first video we explore how to setup and configure the Text Analytics feature, and how to use it for Article Suggestions. Give us your feedback, all of it: good, bad, […]

Tip #569: Migrate knowledgebase articles to Interactive Service Hub like a boss

How to migrate KB article

If there is one bonus take away from the yesterday’s tip, it’s existing KB functionality will soon be deprecated so it is advisable to transition to new KB as soon as possible. So people started to ask, how to do that. tl;dr Long version Yes, some assembly is required. Good news, it’s not that difficult. […]

Tip #568: Disable new knowledgebase article notification

New KB notification

Mini Truckstop Gotta love truckstops. Someone asks an interesting question, bunch of people send the answers in, all we need to do is to copy, link, verify, write some code, double-check, remove sensitive information, format, test, publish. Easy! This time the question comes from none other than Julie “There is no place like home” Yack. […]

Tip #567: Tipster guide to Dynamics CRM 2016 New Knowledge Base Articles

Friday is the name of the day and another video is ready to be consumed. Dynamics CRM 2016 introduces new Knowledge Management capabilities, that include a new WYSWIG editor, the ability to delay publishing, article expiration, and much more. In this video we walk you though a tour of the new Knowledge Articles. Give us […]