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Customizing Online Help

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[Applies to: Microsoft Dynamics CRM 4.0]

Find the latest SDK documentation: CRM 2015 SDK

The on-premise version of Microsoft Dynamics CRM supports customization of the online Help. Making changes to the Help files requires the ability to modify an HTML file using a tool that can edit HTML (such as Notepad, Microsoft Visual Studio, Microsoft Office SharePoint designer, or a third-party HTML editor). Making changes to the table of contents requires the ability to edit an XML file. Complete instructions for changing both the Help files and the table of contents files are provided here.

Important   Changes to Help files are not supported when you reinstall or upgrade Microsoft Dynamics CRM. Therefore, it is recommended that you back up your customized table of contents files as well as any modified or new Help files. Then, after you reinstall or upgrade Microsoft Dynamics CRM, you can copy your content changes to the new table of contents, and copy your original Help topic file changes to the new Help topic files generated by the reinstallation or upgrade process.

In This Topic

Online Help Files

Describes the naming conventions use by the help files and how customized help files must be distributed to users of Microsoft Dynamics CRM for Outlook with Offline Access.

Creating or Modifying a Topic

Describes the process for creating or modifying help topics and managing customized files.

Adding a Topic to the Table of Contents

Describes the process for editing the table of contents to include custom sections and references to custom pages.

Editing a Context-Sensitive Topic

Introduces contexts sensitive help topics

Adding Context-Sensitive Topics for Custom Entities

Describes the process to add context sensitive help topics for custom entities.

Forcing a Catalog Update

Describes the process which allows custom help content to become searchable immediately


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