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How to Search the Microsoft Dynamics CRM Knowledge Base

Part of the Microsoft Dynamics CRM 4 For Dummies Cheat Sheet

Microsoft Dynamics CRM has a handy feature called the Knowledge Base, which you can use to search your customer lists. To search the Knowledge Base, follow these steps:

  1. At the bottom of the navigation pane, click the Workplace button.

  2. In the upper part of the navigation pane, select Service and then select Knowledge Base.

  3. On the left side of the Knowledge Base window, click the Search tab.

  4. Fill in the following fields to define your search criteria: Unlabeled, Search For, In Subject, Options.

  5. Click the Search button.

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Microsoft Dynamics CRM 4 For Dummies Cheat Sheet


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