How to add a Knowledge base article in CRM 2011

The Knowledge base in CRM is used to store articles which can be easily searched and accessed by the CRM users and attached to emails.   This is a great alternative to storing articles on folders because CRM can be easily accessed by everyone, the articles are backed up and stored in the CRM database and CRM has powerful searching capabilities making it easy to find the information you need.

Knowledge base articles also allow you to easily and quickly email the articles to people.

The current articles templates used in CRM are

Procedure

Question & Answer

Solution to a Problem

Standard KB Article

More templates can be easily added in the Settings –> Business Templates

You can access the knowledge base articles by going to

 Workplace Articles

Or

Service Articles

You will a list of the published articles

You can click on any of the articles to read them.

Searching

One of the key benefits of the knowledge base articles is it’s a central location for the articles and the ability to search the knowledge base articles.

If you click the search button when in the articles area, the ribbon will change to display the search functionality.

Creating a new article

Articles can be information to resolve common NAV problems we repeatedly send to customers or Window 8 problems or internal procedures, basically anything useful.

  1. Navigate to the articles area by going to Workplace à Articles Or Service àArticles
  2. Press the New button

3.   Choose one of the templates and press the OK button

4.  Fill in the details for your knowledge base article, the headings in the article could be different depending on which template you selected.  When finished press the SAVE button

5.  Press the submit button

6.  Press the Approve button

7.  Congratulations you have created a Knowledge base article.

If you cannot approve the article then your company has not granted your security role the approve privilege and there might be an approval process.

If you want more information on knowledge base articles then this blog has a great collection of articles on the subject

Where is the Knowledge Base in Dynamics CRM 2011?
The Lifecycle of an Article in Dynamics CRM 2011
Creating an Article in Dynamics CRM 2011
Creating and Editing an Article Template in Dynamics CRM 2011
What to Check for when Approving an Article in Dynamics CRM 2011
Commenting on an Article in Dynamics CRM 2011
How to Insert an Image into your Dynamics CRM Article
Searching for Articles in Dynamics CRM 2011
Customizing an Article Form in Dynamics CRM 2011
Inserting a Dynamics CRM 2011 Article into an Outlook Email

 

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This entry was posted in CRM 2011, Microsoft, Microsoft Dynamics by Hosk. Bookmark the permalink.

About Hosk

A certified Consultant/Developer with excellent communication and client facing skills with a strong background in customer support and software implementation. Professional approach to work combined with an enthusiasm to embrace new technologies. Excellent team player skilled at building strong team environments and fostering open communications. First class analytical and problem solving skills, along with a motivated attitude to work.

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