12

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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1 Comments

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Category: Knowledge Management (57)

STATUS DETAILS
Needs Votes
10

Knowledge Article when opened in a new window should adjust accordingly similar to other D365 forms

When you open a knowledge article from a case the display of the said article should adjust accordingly when opened in a new window. Right now, when you open an article specially with images inside the article the display is small and does not adjust as per the aspect display of the window. This...

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1 Comments

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Category: Knowledge Management (57)

STATUS DETAILS
New
10

Setting of increasing the number of characters of [Topic] name on the record view.

There is [Topic] name in [Summary] Tab on the record and it becomes to be omitted in the form like [...] and cannot display fully if topic name has many number of characters. Some users need to display more characters on [Topic] name for distinguish records. Currently there is no settings which ...

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0 Comments

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Category: Knowledge Management (57)

STATUS DETAILS
Needs Votes
8

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 (57)

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.

7

Authentication token to be shared between Dynamics 365 and SharePoint Online

When a user login a knowledge center CRM Portal site via Azure AD, the authentication token mechanism can only be shared within the CRM Portal website itself, and the token is unable to be used to retrieve data from a SharePoint Online site. This is because CRM uses the Form_Context mechanics...

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0 Comments

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Category: Knowledge Management (57)

STATUS DETAILS
Needs Votes
7

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 (57)

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.

7

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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3 Comments

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Category: Knowledge Management (57)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We are working on inline image feature now, so you can copy/paste image or upload image from file explorer, please check release notes. 

Sincerely,

PM,

Microsoft.

5

KB Search Control (on Case) should display already "Linked" Articles by default.

The link feature between Cases and KBs is powerful, but the Search Control starts empty upon load. so if you reload a case that has a link to a KA, you won't see that KA in the search (and be granted the ability to "unlink") unless you search again for that article directly. As such, when an KB ...

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0 Comments

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Category: Knowledge Management (57)

STATUS DETAILS
Needs Votes
5

Ability to insert an image from SharePoint Online site into Knowledge Article

Image embedded in rich text editor of KnowledgeArticle is not populated, even though the images in SharePoint have "ALL USERS" access permission. Currently, users have to re-upload all images into Dynamics 365 as WebResources, and this is some huge double-work, especially for customers relying fi...

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0 Comments

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Category: Knowledge Management (57)

STATUS DETAILS
Needs Votes
4

Add custom fields to knowledge search results

It is possible to add custom fields to knowledge articles and also to integrate them into the knowledge search criteria, but it is not possible to display additional fields in the search result area.

Customizing options for the search result form would be very helpful.

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0 Comments

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Category: Knowledge Management (57)

STATUS DETAILS
New