Note
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Access to this page requires authorization. You can try changing directories.
Note
Community interest groups have now moved from Yammer to Microsoft Viva Engage. To join a Viva Engage community and take part in the latest discussions, fill out the Request access to Finance and Operations Viva Engage Community form and choose the community you want to join.
Important
Customers using Human Resources, the functionality noted in this article is currently available in both the stand-alone Dynamics 365 Human Resources and the merged Finance infrastructure. Navigation might be different than noted while we make updates. If you need to find a specific page, you can use Search.
This article provides an overview of the components of the Help system for solutions with Dynamics 365 Finance, Dynamics 365 Supply Chain Management, Dynamics 365 Commerce, or Dynamics 365 Human Resources. The article also explains how to connect these components.
Help architecture
Finance and operations apps include conceptual overviews and other articles that are published to the Microsoft Learn site. You can access this content from the in-product Help pane. The following illustration shows the parts of the Help system.
The in-product Help system pulls articles from Microsoft Learn and other connected websites. It also pulls in task guides that are stored in Business process modeler (BPM) in Microsoft Dynamics Lifecycle Services (LCS).
Adding task guides
Note
The Task guides tab isn't currently available in Human Resources or Commerce. However, the task guides in the Getting Started experience in Human Resources remain available to cover basic functionality. For both Human Resources and Commerce, procedural Help is available on the Microsoft Dynamics 365 documentation site.
On the System parameters page, system admins can configure access to the relevant task guide libraries for an implementation.
Note
- To configure Help, you must sign in by using an account in the same tenant as the tenant where the app is deployed.
- You can't connect an LCS library from an instance of the app that runs on a local virtual hard drive (VHD).
To configure task guides for a solution, follow these steps on the System parameters page.
Important
The first time that you open the Help tab, you must connect to Lifecycle Services. Be sure to select the link in the middle of the form, wait for the connection, close the dialog box, and then select OK to get to the System Parameters page.
- Select the Lifecycle Services project to connect to.
- Select the BPM libraries (within the selected project) to retrieve task recordings from.
- Set the display order of the BPM libraries. The display order defines the order in which task recordings from the libraries appear in the Help pane.
After you complete these steps, you can open the Help pane and select the Task guides tab. You see the task guides that apply to the page that you're currently on in finance and operations apps. If no task guides are found, you can enter keywords to refine your search.
Showing translated task guides
Translated task guides were first released in the May 2016 APQC Unified Library and in the Getting Started library. To view localized task guide Help, make sure that your Dynamics 365 solution is connected to the May 2016 library. Users can change the language that a task guide appears in by changing the language settings under Options > Preferences.
Note
Although many task guides are translated, the client doesn't currently show the translated task guide names. Additionally, in the May 2016 library, translations are available only for the task guides that were released in February 2016. Microsoft releases an updated library that includes more translations.
- If a task guide is translated, when you open that task guide all the text of the task guide appears in your selected language.
- If a task guide isn't yet translated, when you open it, only some of the text (the text of the controls) appears in your selected language.
Adding custom Help
You can use task guides to create custom Help, or you can connect a custom Help website to the Help pane.
Create custom Help by using task guides
You can create custom Help for the supported apps by creating task recordings that reflect your implementation and then saving them to a Business process library in LCS. You can't create custom task guides for Human Resources.
If you're a partner, and you promote a library to a corporate library and include it in a solution, it becomes available to your customers. You can also make a copy of the APQC Unified Library, then open the task recordings in the copy, edit them, and save your changes. For more information, see Task recorder resources.
Connect a custom Help site
Finance and operations apps are rarely used in their out-of-box form. Instead, the solution is customized and extended to fit the organization's needs. You can also customize and extend the Help experience. For example, you can add custom Help to the in-product Help pane.
Microsoft provides a toolkit to help you deploy and connect custom Help to the Help pane. Learn more at Custom Help overview.
See also
Help system
Custom Help overview
Task recorder resources
Create documentation or training with Task Recorder
Custom Help GitHub repository