Dynamics CRM 2011 – Help!

Jaime Smith, 09 November 2011

If you are like me, learning something new can be both exciting and frustrating, trying to balance not knowing much but wanting to know everything! Luckily for us, Dynamics CRM 2011 has provided a very robust help tool that can enable us to become proficient and capable users.

Dynamics CRM 2011 has a question mark located in the ribbon. When you click on the button a small pop out menu system will become visible – you have two options at this point, firstly you can just type in your query or alternatively click the help button within this menu screen and that will open a full contents list as seen below:

You will see this same help button when you navigate and open an entity such as queues.  When you click on help at this location the assistance is contextualised to details about that entity.  This is a great tool if you are using an entity for the first time and need to know how it works or want to learn other functionalities:

Furthermore, when you click the file tab and select CRM it will open up the following screen.  Here you can see the Getting Help panel which lists 5 further ways to get help, breaking it down into sub-categories: Contents, Administrator’s Guide, Troubleshooting, Online resources and Application information.

Over the next couple of weeks we will look further into the unique ways each of these help tools can create a great user experience for you and your organisation.