Configure Knowledge Articles In CRM Portals

Image result for knowledge articles
Knowledge Base

The Knowledge Base is designed to assist customer service representatives as they answer questions and resolve cases. It is a repository of information that is used by the customer service team but is visible to everyone. It consists of articles (documents) that are categorized by subjects.
To get more details about Knowledge Articles in Dynamics 365 refer below article:
In this article, I will show you how to configure Knowledge Articles in CRM Portals.
Suppose we have installed the Customer Portal in our CRM instance and we want to configure Knowledge Base articles with the Portal. 
By default, you see below content as soon as you click on \’Knowledge Base\’ from the toolbar.
Because Knowledge Base is yet to configured in Dynamics 365 for your Portal instance.

Go to Settings > Service Management > Embedded Knowledge Search

Specify the Portal URL and other settings as per below instruction

Create few sample articles in CRM. Go to Service > Knowledge Articles. For Example -I have created two articles as mentioned below.

Once the setup is done, go to Support page in the portal and perform a search.

Clicking on the search result opens up the article in the portal.

Can refer below article to customize OOB knowledge articles in CRM Portals. 
Cheers 😎

Published by arpitpowerguide

My name is Arpit Shrivastava, who is a Microsoft MVP in the Business Applications category. I am a Microsoft Dynamics 365 and Power Platform enthusiast person who is having a passion for researching and learning new things and acquiring immense knowledge. I am providing consistent help, support, and sharing my knowledge through various Social Media Channels along with my Personal Blog, Microsoft Community, conducting online training and attending various 365 Saturday Events worldwide and sharing the best Solutions to the readers helping them achieve their goals and objectives in Customer Relationship Space.

15 thoughts on “Configure Knowledge Articles In CRM Portals

  1. Great Article. Thank you for sharing! Really an awesome post for every one.IEEE Final Year projects Project Centers in Chennai are consistently sought after. Final Year Students Projects take a shot at them to improve their aptitudes, while specialists like the enjoyment in interfering with innovation. For experts, it's an alternate ball game through and through. Smaller than expected IEEE Final Year project centers ground for all fragments of CSE & IT engineers hoping to assemble. Final Year Project Domains for IT It gives you tips and rules that is progressively critical to consider while choosing any final year project point. Spring Framework has already made serious inroads as an integrated technology stack for building user-facing applications. Spring Framework Corporate TRaining the authors explore the idea of using Java in Big Data platforms. Specifically, Spring Framework provides various tasks are geared around preparing data for further analysis and visualization. Spring Training in Chennai


  2. Thanks for provide great informatic and looking beautiful blog, really nice required information & the things i never imagined and i would request, wright more blog and blog post like that for us. Thanks you once agianwe offer services delhi birth certificate which inculde name add in birth certificate and birth certificate correction complete process is online and we offer birth certificate and we offer this birth certificate online same service offers at yourdoorstep at birth certificate in ghaziabad our dream to provide birth certificate in india and other staes like birth certificate in bengaluru and birth certificate in gurgaon book service with us birth certificate in noida also, service at yoursdoorstep only birth certificate in india or


Leave a Reply to The India Cancel reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: