Context Sensitive Training & Support for Dynamics 365 using Custom Help & Guided Tasks Functionality
Disable the useless built in Dynamics 365 end user help – the question mark (?) - and enable instead custom help panes and guided tasks functionality that Microsoft provides you for free. Doing this will provide your users context sensitive information & training to them at their moment of need.
But hang on… before you turn that functionality On, watch this entire video to understand the limitations with this functionality as well before you jump into it.
00:00:00 Overview
00:00:20 Default help in Dynamics 365
00:01:24 Configuring Custom Help Panes setting
00:02:58 Editing the Custom Help Panes
00:13:16 Limitations of Custom Help Panes
00:16:00 VisualSP offers much more
https://www.visualsp.com
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