Create an article

Can I do this task?

1. In the Navigation Pane, click Service, and then click Articles.
2. In the Records group, click New.
3. In the Select a Template dialog box, click the template that you want to use, and then click OK.
4. In the Title box, type a title for the article.
5. In the Subject box, click the Lookup button .
6. In the Subject Lookup dialog box, select the subject you want, and then click OK.

   If the subject you want does not appear in the list, contact your system administrator to add it.

7. In the Key Words box, type the keywords that are relevant to this article and separate each keyword A word associated with an article in order to identify the article in a search. with a comma. To increase the likelihood that the words users search with will return the right articles, include alternate spellings and terminology in the keywords, such as bike, bicycle, and trike.
8. To write the content, click in a section of the form and begin typing.

   Tips

   • Use the editing tools on the Formatting toolbar to format your work.
   • Double-quotes are converted to single quotes. Enter two sets of double-quotes to display double-quotes.
   • There is no spell check built into Microsoft Dynamics CRM. There might be third-party solutions available. For more information, visit Microsoft Dynamics CRM Solution Finder.
9. Click Save or Save and Close.

   The article will appear in the Draft Articles view in the Articles area.

Notes

• Before you publish an article, it must be approved. To submit an article for approval, in the Draft Articles view, select the article that you want to submit for approval, and then in the Actions group, click Submit.
• You cannot attach files to articles.
• You cannot upload or import articles, but you can copy and paste text from Microsoft Office Word and retain most of the formatting.