Dynamics 365 – Knowledge Base Filtering

I was recently asked how we can control the filters available to agents when using the knowledge articles. I needed to research this feature; in this post I explain the filtering options.

We can search the knowledge base from several points in Dynamics 365. You might, for example, be using the customer service hub and search for solutions directly from the case form. Or you maybe using the…

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Dynamics 365 – Knowledge Base Filtering

I was recently asked how we can control the filters available to agents when using the knowledge articles. I needed to research this feature; in this post I explain the filtering options. We can search the knowledge base from several points in Dynamics 365. You might, for example, be using the customer service hub and…

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