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Knowledge Management in Dynamics CRM 2016 – All you want to know about it!

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Knowledge Search controls introduced with CRM 2015 update 1 are no longer new. What’s interesting is built-in Knowledge Management introduced with CRM 2016. It handles the Knowledge Articles as first-class, out of box CRM entity so doesn’t require any integration outside of CRM.

The CRM Product group has published good information about this new Knowledge Management capability and different functions of it in various TechNet pages and blog posts. In this post we are giving all those resources in one spot to make it easier.

 

New Knowledge Management in Microsoft Dynamics CRM 2016 release blog post by CRM product team that introduces Knowledge Management and key functionality it offers.

Embedded Knowledge Article Search Widget in CRM blog post walks through how you can enable Knowledge Management for your organization and Add the Knowledge Base Search control to Microsoft Dynamics CRM forms TechNet page shows how to enable it from Customization area and how you can consume it on the Entity Forms.

Knowledge article lifecycle: An introduction blog post takes a deep dive by explaining how State-based model of Knowledge Article Entity facilitates a common Knowledge lifecycle in Service organization. It also explains privileges and Security Roles offered by Knowledge Management.

Auto publish and expire knowledge articles blog post explains how you can leverage scheduled publishing and expiration of Knowledge Articles.

Dynamics CRM 2016 Knowledge Article Translations blog post describes how you can create Translations of Knowledge Articles in addition to the primary language it was originally created.

Using Queues with Knowledge Management in Microsoft Dynamics CRM 2016 release depicts how CRM Queues can be helpful in tracking Knowledge Management workload. This is very helpful example for Service organizations as the Customer Service workforce primarily uses Queues as the workroom.

 

Above documents provide all the required information about Knowledge Management to start using it and maximize the benefits of your organizations Knowledge Base.

 

Hope you find this helpful! Thank you!

Bhavesh Shastri


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