Set Custom Help URLs in Dynamics CRM Online 2015

Set Custom Help URL CRM Online 2015
Custom Help URL is another exciting feature in Dynamics CRM 2015. Administer can simply enable and configure the URL at both Global Level and Entity Level.

There are 3 kind of Help URL:

  • Build-in CRM Help (Default)
  • Global Level Custom Help
  • Entity Level Custom Help (Support both OOB entity and Custom Entity)

1)    Build-in CRM Help:

Below is the built-in CRM Online Help hosted on Microsoft website. User will be navigated to this online knowledge base center by default after clicking on Help link.

Dynamics CRM Help #1

Dynamics CRM Help #1

Dynamics CRM Help #1

 

 

 

 

 

 

2)     Custom URL at Global Level

System administrator can configure Global custom Help URL. Go to Settings -> Administration -> System Settings -> General:

Dynamics CRM Help #2

Dynamics CRM Help #2

 

 

Global Custom Help URL link in CRM:

Dynamics CRM Help #3

Dynamics CRM Help #3

 

3)     Entity Level Custom Help URL

To enable and configure the custom help URL on a specific entity form, administrator can go to Entity Customization:

Dynamics CRM Help #4

Dynamics CRM Help #4

 

Help Link on Entity form:

Dynamics CRM Help #5

Dynamics CRM Help #5

Hopefully you will find it useful!
Thank you,
Zhe Chen
Adisys Corporation

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