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I manage the Dynamics CRM Resource Center (recently renamed the Customer Center), and I've noticed some questions about how users should get to the site and access help from within the CRM application. While the product's site map no longer includes a direct link to the Customer Center, there are still two easy ways to get to the valuable content that the site provides.
First, you can always click the question-mark icon that appears on every screen:
In addition, on the File menu, you can point to Help and then click Help on This Page:
When you get to the appropriate Help topic, in the upper left-hand corner of the page there is a ‘CRM Customer Center Home’ link that always takes you to the homepage.
If you haven’t visited the site recently, you’ll definitely want to take a look. We’ve redesigned the site to better reflect the way that you work and provide quick access to the content you want the most:
Here you can find answers by using Search -- which helpfully pulls in information from a variety of great sources (Help, Communities, and Support sites) -- or you can browse topics and videos that are categorized either by subject category or by role.
We’re constantly working to improve the site and the content that it provides based on feedback from our users, so please let us know if you have suggestions or questions. We have some great ideas in store – so let us know what you think, what’s working and what we can do better. Just click the Customer Center Site Feedback link at the bottom of any page in the Customer Center. We’re listening!
Jackie Smith, Senior Content Publishing ManagerCRM Content Publishing Team