CRM 2015: Customize the help experience


As an administrator for Dynamics CRM 2015, you can use the settings to override default Help at the global level, in Microsoft Dynamics CRM > Settings > Administration > System settings > General tab, as shown below:

Global custom Help in Dynamics CRM

To override the default Help for an entity, use the settings in Microsoft Dynamics CRMSettings > Customization > Customize the system > Componenets > Entity > General tab. You must first enable custom Help at the global level.

Entity level custom Help in Dynamics CRM

To append the parameters to URL, set Append Parameters to URL in the System settings > General tab to Yes. Specify the parameters that will be attached to the URL:

  • User Language Code: userlcid
  • Entity Name: entity
  • Entry Point: hierarchychart or form
  • Form Id: formid

Source: Technet

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Hope it helps!


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