This is a great tool for onboarding users. One thing though, it's specific to exactly where you created it. Example, I wanted to have a help page for creating, filtering, sharing etc. views in the Account section in D365. So when I created the Help Pane, the view was Active Accounts. That works fine as long as you are on that view, because as soon as you switch to a different view, it won't appear. The same goes for Forms, Dashboards etc.
@LisaCrosbie
10 ай бұрын
That's strange, I've just done it in my environment on the Active Account view, and when I switch to a different view I can still see the same custom help pane.
@larrygleaner1683
Жыл бұрын
Thanks Lisa! Another super helpful video!!! One question - you mentioned that help pages should be moved in an unmanaged solution. Is there a reason we can't include them in our managed solutions?
@itsdeshpande
5 ай бұрын
Thanks for this Lisa. Is there a way to launch the help balloons automatically, say on page load, instead of bringing up "?" pane then clicking on links?
@AustinSaldanha-eg4wt
7 ай бұрын
Hey Lisa, great video as usual. :) Quick question about custom Help pages.... Is there a way to use the same Help page to be available for the same entity on UCI and non-UCI forms ? Cheers!
@mkavo
2 жыл бұрын
This is a great feature and very useful to get users on board with in context operating procedures etc, thanks Lisa! One thing I find is the editor pane keeps closing every time I try insert a section or other things, doesn't seem behave properly like it does for you, could this be a setting or maybe a browser setting or have you experienced same? I use both Edge and Chrome.. Cheers!
@satyasnvpavansiddabattula73
Жыл бұрын
Hi Lisa, quick question on the content-Is it possible to display help page content on all entities at the same time? For eg., if there is content on the Accounts entity on the Help pane, the same should be displayed for Contacts, Activities or any custom entities when a user clicks the Help button.
@SebastianHornbaek
2 жыл бұрын
Fantastic :) Very useful tip! Will for sure implement this. Sounds like a great way to help onboard colleagues into new tools developed in powerapps!
@AudrieGordon
2 жыл бұрын
You're the best Lisa! Love it!
@LisaCrosbie
2 жыл бұрын
right back at you Audrie, thank you!
@TheAsterii
2 жыл бұрын
Thanks for the video. Since the data is stored in Dataverse, do you know to what extent the Help Panes are translatable? Would be a pity if this feature is only available in English though. //UPDATE: The Help Pages can be provisioned for other languages as well. You just need to switch to the desired language in your Personalization Settings. Afterwards, you can create or edit a Help Page in the context of the chosen language. A new Help Page record per language is then created in Dataverse.
@cristianealencar4732
2 жыл бұрын
Amazing Lisa. Thank you for doing that.
@satyasnvpavansiddabattula73
Жыл бұрын
Hi Lisa, Thank you, very useful. If I insert a Stream video link, does it play, or do I need to edit any sharing permissions?
@LisaCrosbie
Жыл бұрын
Nothing here will change the permissions for who has access to a Stream video, so if you want it to be available for all users you will need to make sure the permissions are set up for that on the video in Stream.
@amandalai3246
2 жыл бұрын
Thanks Lisa this is another really helpful video!
@LisaCrosbie
2 жыл бұрын
Hi Amanda, thanks 😊
@PrasannaAthukuri
9 ай бұрын
Hi Lisa, Is it possible to interchange the side pane position (from left to right and right left to right) in the dynamics 365 CRM?
@LisaCrosbie
9 ай бұрын
No, that's fixed in the UI.
@PrasannaAthukuri
9 ай бұрын
Thank you@@LisaCrosbie
@JBotman52
Жыл бұрын
I started playing with this functionality but my users are getting "Sorry, you don't have access to this document." Is there another security setting I am missing? As Admin it works for me.
@JBotman52
Жыл бұрын
I figured it out. Users must have the "Help Page Consumer" security role
@DanielADamico
2 жыл бұрын
Awesome video as always! 👏👏
@LisaCrosbie
2 жыл бұрын
thanks so much Daniel 😊
@KelliganP
Жыл бұрын
Thanks Lisa! Great content. Can you store your images and videos in SPO?
@LisaCrosbie
Жыл бұрын
No, custom help panes only support the following video sources: Microsoft Stream (use for private content) KZitem Facebook Vimeo
Пікірлер: 30