Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Knowledge Base Articles

  • 1.  Knowledge Base Articles

    TOP CONTRIBUTOR
    Posted May 28, 2020 10:01 AM
    Hello!
    Does anyone use the Knowledge Base? If so, how are you handling documents in your knowledge base that you are not creating directly inside of Dynamics as "articles"?  We want to try to use this functionality but we have .pdf documents and/or videos that we would want to render with the cases.   These are complicated documents detailing information like schematics or wiring diagrams that we would want to make available in cases.

    Thank you!

    ------------------------------
    Mary Cunningham
    Director - Service Technology
    Comfort Systems USA
    Ocala FL
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Knowledge Base Articles

    Posted May 29, 2020 08:37 AM

    Hi Mary,

    There is now a field type of "File" available in D365:

    https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/types-of-fields#file-fields

    Not sure which version you are on, but this might be useful. Keep in mind that the max file size is 128MB. Hope this helps



    ------------------------------
    Mark Guinan
    Hitachi Solutions
    Collingswood NJ
    ------------------------------

    Academy - Online Interactive Learning from Experts


If you've found this thread useful, dive deeper into User Group community content by role