CRM 2015: How to create Custom Help for your users


XRM/ CRM Series

With the new Microsoft Dynamics CRM 2015 version you can customize the “Help” guide for the CRM users.

You can replace the default “Help” of the 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, we have to navigate to Settings >> Administration >> System Settings. Here provide your custom URL for “Global custom Help URL” and save the System settings.

Help_1

So, now once you click on the below highlighted option, it would re-direct the users to the page mentioned under “Global custom Help URL”, rather than the usual CRM Help page.

Help_2

You can also Enable custom Help for each Entity by selecting the Use custom Help for customizable entities option in…

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