USER GUIDE. PowerKB for Parature

Transcription

1 USER GUIDE PowerKB for Parature

2 Contents Overview Using PowerKB for Parature Filters Search Bar Article Results Parature Article Copy Link

3 Overview PowerKB for Parature is an integration between CRM and Parature. This add-on will bring the knowledge base piece of Parature into CRM records, allowing users to automatically search through Parature knowledgebase articles, without ever leaving CRM. This guide will walk you through how to use the PowerKB for Parature add-on for Microsoft Dynamics CRM. Before you start using PowerKB for Parature, please make sure the solution is imported into the CRM system. For instructions on how to import and set up PowerKB for Parature, please see the PowerKB for Parature import guide. Using PowerKB for Parature In order to start using PowerKB for Parature, you will need to place the PowerKB for Parature web resource on the entity you d like to access the solution from. To do this, open the record and navigate to Form Editor under the ellipsis. On the next window, select the Insert tab at the top of the page, select the area you want to add the PowerKB web resource and choose Web Resource from the ribbon.

4 After selecting Web Resource from the top ribbon a new pop-up will open. Here you will search for the PowerKB web resource poprt_/parature.html, once you have that populated you can fill in the Name and Label fields as PowerKB for Parature.

5 Once you have that information filled out navigate to the Formatting tab and define how many rows/columns you would like this web resource to fill. It is suggested to make the web resource at least 15 rows in height. Select OK in the bottom right corner and you will be taken back to the form editor page. Here you will need to select Save and then Publish.

6 Once the form is published you can close the form editor and refresh your entity record, should be able to see your changes. When you save a new record or open an existing record with PowerKB for Parature deployed on it, the solution will automatically search through your Parature articles and folders and pull up the related articles in the web resource. Note: The configuration for what entity fields are being used to search in Parature articles, can be found within the PowerKB for Parature solution. Please reference the PowerKB for Parature import guide for more details. PowerKB for Parature conducts an or search for the keywords in the searchable field(s). Filters The filters will be automatically populated based upon the values of the searchable fields. To remove a filter simply select the X next to the keyword.

7 Search Bar Manually Search the Parature Knowledge Base with the search bar. Article Results All articles related to your filters and/or search bar keywords will be listed in the article pane on the left side. Parature Article As you click through the related articles the reading pane will update with the content of the Parature article. Copy Link If you would like to send a link to a specific Parature article simply select the Copy Link, button while the article is highlighted and copy the URL. Note: Double clicking on the article will not open it. The reading pane is how you will view the contents of the article. Thanks for your interest in PowerKB for Parature. Should you have any questions, contact us at or powerpackpro@powerobjects.com. Remember, your trial will expire 30 days from the date of installation. If you are interested in subscribing, go back to the configuration screen and change try to subscribe and enter your credit card information you will be charged $1/CRM user/month. Interested in more CRM tips and tricks? Check out our blog or subscribe to our newsletter.