Help system

Important

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.

Users of the following apps can access context-sensitive Help and other content that is based on the same Help system:

  • Dynamics 365 Commerce
  • Dynamics 365 Finance
  • Dynamics 365 Human Resources
  • Dynamics 365 Supply Chain Management

In all these apps, you can access product-specific Help from the Help pane.

Help pane.

Help on Microsoft Learn

The (Microsoft Dynamics 365 documentation) on Microsoft Learn is the default source for product documentation for the previously listed apps. This site offers the following features:

  • Access to the most up-to-date content – The site gives Microsoft a faster and more flexible way to create, deliver, and update product documentation. Therefore, you have easy access to the latest technical information.
  • Content that is written by experts – Content on the site is open to contributions by community members both inside and outside Microsoft.

You can find content on Microsoft Learn by using any search engine. For the best results, we recommend that you use a site search, such as site:learn.microsoft.com dynamics 365 "search term".

Get notified about changes through an RSS feed

To subscribe to an RSS feed of all updates made to the content on Microsoft technical documentation across the finance and operations apps, use the following link:

RSS feed

Note

The RSS feed returns a list of the 100 topics most recently updated. The list is sorted by date, but it can take up to a week before the most recently updated articles make it to the list.

Alternatively, you can subscribe to an RSS feed by app:

Leave us feedback

If you have feedback or questions about a article, leave us a comment at the bottom of the page.

  1. Select Feedback to get to the comments at the bottom of the page. Then, select either Product feedback or Sign in to give documentation feedback.

  2. Start typing your comments, and then select Submit feedback.

    Post comment.

Note

If you want to submit documentation feedback, you must sign in by using a GitHub account. For more information, see Setting up and managing your GitHub profile.

Contribute to the documentation

You can contribute and make edits to the documentation. To get started, select the Edit button (pencil symbol) on a article. The following video shows how you can contribute to our documentation.

The How to contribute to the Microsoft Dynamics 365 documentation video (shown above) is included in the Microsoft Dynamics 365 channel on YouTube.

For more information, see the Microsoft Docs contributor guide, which is published by the team that built the Microsoft Learn site.

Note

We only accept contributions to our English content at this time.

Task guides

A task guide is a controlled, guided, interactive experience that leads you through the steps of a task, or business process. You can open (play) a task guide from the Help pane. When you first select a task guide, the Help pane will show the step-by-step instructions for the task. Localized task guides are available.

Microsoft released task guide libraries for product versions through the December 2017 release of Dynamics 365 Finance and Operations. The Accessing task guides from the Help pane section of this article explains how to find the correct task guides for your product.

Task guide reading view.

To begin the guided, interactive experience, select Start task guide at the bottom of the Help pane. A black pointer shows you where to go first. Follow the instructions that appear in the user interface (UI), and enter data as directed.

Task guide step instruction.

Important

The data that you enter when you play a task guide is real. If you're in a production environment, the data will be entered in the company that you're currently using.

You can use Task recorder to create your own custom task guides. For more information, see Create documentation or training with Task Recorder.

In-product Help

Some fields have field descriptions to help users get unblocked when they are uncertain about the data that the field contains, for example. Additionally, the in-product Help pane provides context-sensitive access to content that can help users get started, get unblocked, and learn more.

To access Help content, select the Help button (?), and then select Help. Alternatively, press Ctrl+Shift+?. In both cases, the Help pane appears. From the Help pane, you can access conceptual topics or task guides that are relevant to the area of the product that you're currently in.

Help pane.

Accessing Help topics from the Help pane

From the Help pane, you can access topics that apply to the client. When you first open the Help pane, the Help tab shows the topics that apply to the page that you're currently on. If no topics are found, you can enter keywords to refine your search. When you select a article in the Help pane, it's opened on a new tab in your browser.

Important

This section does not apply to Dynamics 365 Human Resources. The Help system for Human Resources is automatically connected to task guides for the product. Also, you cannot create custom task guides for Human Resources.

Accessing task guides from the Help pane

Before you can access task guides from the Help pane, a system admin must configure some settings on the System parameters page in Finance, Supply Chain Management, or Commerce. For more information, see Adding task guides.

After a System administrator has completed these steps, you can open the Help pane and select the Task guides tab. You'll now see the task guides that apply to the page that you're currently on. If no task guides are found, you can enter keywords to refine your search. After you select a task guide in the Help pane, the Help pane shows the step-by-step instructions, and you can play the task guide.

Task guide reading view.

Where are the translated task guides for Microsoft libraries?

Translated task guides are released in libraries that have "All languages" in the title. To view localized task guide Help, make sure that you're connected to an appropriate library. Each user can change the language that a task guide appears in by changing the language settings under Options > Preferences.

  • If a task guide has been translated, when you open that task guide all the text of the task guide will appear in your selected language.
  • If a task guide has not yet been translated, when you open it, only the text of the controls will appear in your chosen language.

Creating custom Help

You can create Help for your users by creating custom task guides or connecting your own website to the Help pane. For more information, see the following topics:

Additional resources

The following table lists our websites. Sites that have an asterisk (*) next to the name require that you sign in by using an account that is associated with a service plan.

Site Description
Microsoft Dynamics 365 documentation This site hosts or links to all product documentation for Dynamics 365.
Microsoft Learn training This site is the free Microsoft eLearning site.
Microsoft Dynamics Lifecycle Services (LCS)* This site provides a cloud-based collaborative workspace that customers and partners can use to manage projects from pre-sales to implementation and operations. It's useful in all phases of an implementation.
Support blog This site provides tips and tricks that are posted by the Support team.
Previous versions This site hosts content from previous releases.
Dynamics Community This site hosts blogs, forums, and videos.
Microsoft.com/dynamics365 This site provides evaluation and sales information.