Rajeev Pentyala – Microsoft Power Platform

‘Help’ feature in Dynamics 365 is a useful and an intuitive way to provide guidance to the end users.

Sometimes we may get a requirement from customer to configure ‘Custom Help’ page.

Its simple to configure the custom help screen from Dynamics 365 ‘Admin Center’ Settings screen.

Steps to configure custom Help URL:

• Connect to your Office 365 Admin Center
• In the ‘Environments’ tab, select the instance  and click on ‘Settings’

• In the ‘Settings’ screen, click on ‘Products -> Features’

• Under ‘Help features’, turn ON the “Custom help for customizable entities”.
• In the ‘Global custom help URL’, provide your custom web link.
  • I provided my blog URL in this case.
• Select ‘Append parameters to URL’ option, if you want to pass the “typename”, “formid” etc.. parameters to your custom URL.

• Alternatively, you can also configure the same from ‘Administration -> System Settings’

Steps to test the Help URL:

• Connect to your dynamics instance.
• Click on Help(?) icon

• You will be redirected to the configured URL

🙂