Migrate legacy help to the Dynamics 365 Business Central format

發行項
12/29/2023

If you're building an app for Business Central, we expect you to comply with the user assistance model. That means that tooltips and callouts explain all fields and actions, and conceptual descriptions of functionality are published to a website. Fortunately, there are many ways in which you can migrate and reuse your existing Help within this model.

Reusing existing web content

You can reuse your existing product Help solution in most situations. If the content is already published to an internal or external website, all you have to do is to add that online library to the configuration of Business Central online or on-premises. For more information, see Configuring the Help Experience.

More specifically, if you have content for Dynamics NAV, then you can choose to reuse that content for your Business Central solution.

For example, you have a Dynamics NAV Help Server website with HTML files that describe your solution according to the Microsoft Dynamics NAV 2013 R2 documentation model and format. You decide to reuse the Help Server website and rebrand the website and the content. Finally, you connect your Business Central solution with the Help Server website. For more information, see Configuring the Help Experience.

Business Central doesn't support the field-based approach to context-sensitive Help that Dynamics NAV 2017 and earlier versions use. Instead, you must use the Business Central page-based approach to context-sensitive Help. You don't have to convert your existing Help, but you do need to make the content available. For more information, see the Converting existing content section.

Note

For apps for Business Central online, you must apply tooltips to controls and actions in both page objects and page extensions, and you must supply context-sensitive links. For more information, see Configuring the Help Experience.

Converting existing content

Your existing content might be in a different format, such as PDF files, Word documents, or printed manuals. You must decide if you want to keep the content as-is, or if you want to convert it to a format that can be accessed from inside Business Central. There are third-party tools available that can help you migrate your content, depending on the current format and the target format.

In this example, you're migrating your solution from Dynamics GP, and you have content in PDF files. You choose to convert the content to MarkDown as described in the Moving to MarkDown section. Then, you publish to a new online library on your current website. Sounds too easy? Well, it doesn't have to be more complicated, and it's a one-off project.

Migrating from Dynamics NAV

If you're migrating your solution from Microsoft Dynamics NAV 2013 R2, Microsoft Dynamics NAV 2017, or a version in between, then you most likely have been using the Dynamics NAV Help Server, and your Help content is in HTML format. That means that you have a free choice of what to do:

Reuse your existing content as-is and redeploy it to a new website
Use a third-party solution to convert some or all of your HTML files to MarkDown if you want to follow similar processes to the ones the Microsoft team follows

For more information, see the Moving to MarkDown section.

If you're migrating from an earlier version of Dynamics NAV, then you can choose to first migrate to the Microsoft Dynamics NAV 2013 R2 format, and then migrate again to MarkDown. For more information, see Upgrading Your Existing Help Content in the legacy docs for Microsoft Dynamics NAV 2013 R2.

Converting legacy Dynamics NAV field Help to tooltips

Tooltips play an important role as part of the Business Central user assistance model, and we encourage you to apply tooltips to your controls and actions as well.

Mapping the table fields to page controls isn't always straightforward. Because the same table is often used by two or more pages, the page ID can be many numbers away from the table ID. It requires knowledge of the actual solution to determine which tooltips are relevant for which pages.

In the base application, tooltips are in the page objects, so we edit code to edit tooltips. You don't have to do the same. You can choose to work with tooltips in the translation files or straight in code. Different solutions require different processes, so pick the process that works best for you.

We chose to associate the "What is this field?"-content with the user interface, meaning the controls on page objects. In the Dynamics NAV Help model, we chose a different approach, focusing on the database structure. Both approaches have their advantages and disadvantages, but the Business Central user assistance model currently focuses on the user interface with tooltips on page objects. For more information, see User Assistance Model.

For more information, see the following articles:

Working with Application Objects as Text Files in the docs for Microsoft Dynamics NAV 2016
How to Add Translated Strings By Importing and Exporting Multilanguage Files in the docs for Microsoft Dynamics NAV 2018
Working with Translation Files for Business Central

Moving to MarkDown

Use a third-party tool to convert your existing content to MarkDown.

After you convert your content to MarkDown, we recommend storing your content in a repository from where you can publish to your website, such as the following:

A Git repo in Azure DevOps
A private or public repo in GitHub
A third-party tool to generate HTML files

Use open-source tools such as DocFx to generate content for your website. By working in MarkDown, you have access to a world of open-source tools.

If you don't yet have a website that you publish content to, then there are several ways in which you can create such a site. For example, you can work with a web designer to build a site to host your content. We recommend deploying to an Azure web app. Business Central doesn't require a special design of your website, unlike the now deprecated Dynamics NAV Help Server. It's your choice what the website looks like, including the styling.