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Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
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You can associate and dissociate a knowledge article with a record.
Create relationships between knowledge articles and other records, like incident types, products, or customer assets. When any of these records are added to a work order, the system automatically links the related knowledge articles.
In Field Service, go to Settings > Knowledge management > Knowledge articles.
Open an article, and then select the Summary tab. In the Related Information section, select the related entity icon. For example, Customer asset.
Select the More commands (⋮) and then Add Existing Customer Asset.
Search for and select the asset to link to the article, and then select Add. To remove, select the ⋮ next to the asset and select Remove.
Select Save & Close.
You can link knowledge articles without a configured relationship to incidents, assets, or products.
On a related entity, navigate to the Linked Articles section.
Select Add Existing Knowledge Article and search for the specific article.
Select the Link icon for the article. The icon changes and Linked to Customer Asset appears. To unlink, select the icon.
Add other articles or select Done.
Select Save & Close.
In Field Service, go to Service > Work Orders.
Select the work order and then select the Reference tab.
To add an existing knowledge article to the work order:
To add a new knowledge article to the work order:
Select Save & Close.
Events
Power BI DataViz World Championships
Feb 14, 4 PM - Mar 31, 4 PM
With 4 chances to enter, you could win a conference package and make it to the LIVE Grand Finale in Las Vegas
Learn moreTraining
Module
Use knowledge articles to resolve Dynamics 365 Customer Service cases - Training
Learn how to use knowledge articles to manage cases in Dynamics 365 Customer Service.
Certification
Microsoft Certified: Dynamics 365 Field Service Functional Consultant Associate - Certifications
Demonstrate how to configure a Microsoft Dynamics 365 for Field Service implementation to maximize tools and features available while managing a mobile work force.