15

CRM 2016 Knowledge Base Article Content Section of the Interactive service hub - Article Templates

Hi

In using the new knowledge base in CRM 2016 I have found there is no "Article Templates' option for creating the content of the article. In the old versions of CRM OOTB you had "Procedure, Question & Answer, Solution to a Problem, Standard KB Article" this functionality is mi...

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2 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
Planned
April 2018
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap.
 
Sincerely,
Shiva Kavindpadi
PM, Microsoft

12

Information category on article entity.

On article entity, it would be great to be able to choose multiple information categories as required item.
Cannot choose them currently.

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0 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
New
8

Configuration setting to set default language for Knowledge Article

Surprisingly enough the default organisation/environment language is not used when configuring new Knowledge Articles. Instead "English - United States" is selected by default. The product team should strongly consider changing that behaviour so it matches the default language set at the organ...

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1 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Sincerely,

PM,

Microsoft.

7

Search for

This issue is to support a large program on an on-premise environment, in which our application will support calls in a total of 13 languages with numerous call types. Each call type provides the CSR (customer service representative) with FAQs in order to assist the caller.With the goal of ass...

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0 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap with Relevance Search for online environments.  

 

Sincerely,

PM,

Microsoft.

6

Ability to merge CRM fields on KB Articles

It would be great having the ability to include CRM fields from entities like Contact and Account for example to personalise the KB Articles content before it gets sent via email. I understand that in some use cases, the KB Articles might be more generic and get published via Portal, however m...

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0 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We need some more details to understand your suggestion better. Can you please help us by answering the following questions?

1. Is the ask here to be able to merge CRM fields from other entities only during sharing the article over email with customers? Is it also to personalize the articles shown based on CRM source entities data?

2. Is the ask here to be able to merge CRM fields from other entities on to the email body, along with knowledge article content?

 

Sincerely,

Karthik Gangidi, PM,

Microsoft.

5

Notify me of cnhages to a Knowledge Article

Allow a Knowledge user to 'tag' an Article to "Notify Me of Changes". 

This user would be notified (email) if that article was modified.

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0 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
New
4

Ability to import pictures for inserting into Knowledge Articles

Currently, all pictures have to be available in an externally hosted website.  The user has to copy the URL and insert this into the Article.

Most competitor apps allow users to upload pictures into an Image Library within the Knowledge app

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2 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
New
3

Allow user to tag Knowledge Articles as Favourites

Competitor apps allow Knowledge users to 'tag' an article as a "Favorite" so they can quickly access the article whilst supporting an end-Customer

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0 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
New
2

Knowledge Management Consumption

Within D365 the only way to consume KM Articles is through another record like a case. Otherwise a Portal needs to be created. Now with UCI, Microsoft should create the capability to search, find and consume KM Articles via the UCI App.

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0 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
New
2

KB Article links to other articles in content

Currently there is no easy / user-friendly way to add links between articles within the article content. Some sort of tag format that could link by article number or title would be excellent.

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1 Comments

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Category: Knowledge Management (23)

STATUS DETAILS
New