AXUG Session | Custom Help

Microsoft’s documentation strategy for Dynamics 365 continues to evolve. Dynamics 365 Documentation is created using a few tools including Doc FX, GitHub, and Markdown files. Doc FX is an open source GitHub based tool for creating a documentation library. Files are created in Markdown format and managed via typical Git pull requests. Basically, it’s a documentation tool for nerds.

Once a documentation site is published, Dynamics 365 FO can serch the metadata from articles and return relevant results. The help pane can be customized (extended) to link into additional help sites or internal Wikis.

Microsoft is working on sharing their solution via the Doc FX toolkit so ISVs or customers can utilize the same documentation technology. 

I’m still trying to get my head around the best approach for public and private documentation. My instinct is that a tool with a wysiwyg editor might be more efficient for a typical user base. My company (SAGlobal) uses a SharePoint Wiki site to manage our internal documentation because it’s simple and accessible for a larger number of users. 

AXUG Speaker: Margo Crandall


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