Custom Help URL configuration

Requirement

Help MS CRM’s end user with the process documents or videos provided by company guideline

Solution

MSCRM is a generic CRM product and can be configure and customize as per user’s requirement hence processes implemented can be vary for every client, hence generic help couldn’t satisfy actual requirement. Here MSCRM give us functionality to customize the Help URL, through that user can be accessible with the Process documents or videos which helps user to understand his company processes. MS CRM Help URL can be configured at two level

• Global Help URL
• Entity Help URL

By default, below screen will be there for Help

Let’s follow below steps to configure Global Help URL

• Navigate to Settings-->Administration-->System Settings

• In “General” tab change flag yes for “Use Custom Help for customizable entities”
• Set “Global custom Help URL” (it would be URL where all documentation or videos uploaded by company for process knowledge)
• Click on "Ok"

Now when we click on Help button it will redirect us to our entered URL for guideline, Let’s click on “Help”

And it will redirect us to https://mscrmbuddy.blogspot.com

Let’s follow below steps to configure Entity Help URL, here I am configuring Account entity

• Navigate to Settings-->Customizations
• Open your solution, I am making changes in Default Solution

• Open Account entity then check “Use custom Help” in help section
• Enter Help URL
• Save Entity definition changes with help of “Save” button on top
• Publish the changes with help of “publish” button on top

Refresh the page for testing. Go to Account view or Form then click on “Help”

It will redirect to https://mscrmbuddy.blogspot.com/2017/10/create-mscrm-30-days-trial.html

As entered in Help URL

Requirement Achieved here.

Happy Learning 😊