can knowledge articles be associated with specific clients?

Wesley Stillman 0 Reputation points
2025-01-29T21:12:08.86+00:00

can knowledge articles be associated with specific clients?

This question is related to the following Learning Module

Dynamics 365 Training
Dynamics 365 Training
Dynamics 365: A Microsoft cloud-based business platform that provides customer relationship management and enterprise resource planning solutions.Training: Instruction to develop new skills.
163 questions
0 comments No comments
{count} votes

1 answer

Sort by: Most helpful
  1. Kiran P 6,620 Reputation points Microsoft Vendor
    2025-01-30T04:55:39.9666667+00:00

    Hi Wesley Stillman,

    Thank you for reaching out to us on the Microsoft Q&A forum.

    Knowledge articles can be indirectly linked to specific clients through case management or service records. We may link knowledge articles to cases, service requests, or customer support interactions, where specific articles will be available or referenced for certain clients based on their needs or issues. However, it doesn't directly support association of knowledge articles with individual clients. It actually offers the ability to associate knowledge articles with service-related activities or customer-facing interactions that may then be related to a client of interest.

    If you have found the answer provided to be helpful, please click on the "Accept answer/Upvote" button so that it is useful for other members in the Microsoft Q&A community.


Your answer

Answers can be marked as Accepted Answers by the question author, which helps users to know the answer solved the author's problem.