Using VisualSP with Dynamics

Applies to: VisualSP
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VisualSP Help System provides in-context, on-demand help to Dynamics 365 as well as many other browser-based applications. It provides walkthroughs, task based video tutorials, tip sheets and annotated screenshots to help users when they need it most.

In addition, it has the capability to accept in-house created content or content from the web and display them in-context as well. This tutorial will show you how to use VisualSP with Dynamics 365, but the steps are the same with any SharePoint, Microsoft 365, or other browser-based application.

Watch this preview to get an idea how you can use VisualSP with Dynamics 365:

Using VisualSP with Dynamics 365

After you have deployed VisualSP through a managed solution or our VisualSP browser extension, navigate to Dynamics, you will see the VisualSP help tab in the lower right corner of your screen:

Once you click on the tab, you will see the learning content that is available to you in that context in the form of short videos, articles, walkthroughs, tip sheets and more.

Customizing VisualSP for Dynamics 365

For Admins only

The information below only applies if you have admin access to VisualSP for Dynamics. If you are a paid subscriber and don't have access, please email support@visualsp.com.

You can customize the default location via the Manage My Subscription page or users can drag and drop the tab to their preferred location. This location is stored as a browser cookie, so it appears in the same spot as the user navigates through any VisualSP supported web application.

It is important to teach your users that they should click on the help tab when they need help. Clicking the tab will open the help panel, which will have the help items available in that scope.

To access Administrative pages, click the 3 ellipsis in the top right corner of the panel and click Enable Edit Mode:

To add a custom help items, click the ADD ITEM button.

Next select the Blank Item template or any other available template:

The View / Media Type is where you select the type of help item you wish to create.

Here are some specific support articles on Creating a Basic Walkthrough, Creating Video Help Items, and an Inline Help tutorial.

After you have created one or more help items, they will appear in the help panel.

You can also access a Manage My Subscription page from the 3 ellipsis. Here you can manage your subscription, add users as Editors, view a gallery of Help items, and view your analytics.

VisualSP is a powerful, yet easy-to-learn application. We encourage you to jump right in and start creating help items that solve a business need or provide contextual help to your users. We offer many different support articles at visualsp.com/support to help you learn and get the most out of VisualSP. Got a question you can't find an answer to? Just send an email to support@visualsp.com and one of our customer servicer engineers will be happy to assist.

Filtering in Dynamics

In addition to the ability to display a help item using a URL and browser type filter, we have expanded the filtering capability in Dynamics. For Dynamics only, you have the additional filtering capability using Scopes and Roles. The drop down will display custom applications, entities, and roles dynamically, so there is no need to enter these manually. The options look like this on the Editor window, under the Filters / Targets section:

To display a help item only in 1 or more scopes, first select the Application Name from the drop down, then select from the Entity Name drop down. The List Views toggle refers to a page with a list embedded on it, and Form Views refers to the Add New item functionality.

Click the green + Add Dynamics Scope button to add it as a filter. Add as many filters as necessary.

The Roles tab allows you to select a security role to target.

For additional information about the URL Filter and the Browser Filter options, please see this support article.

Updated on January 11, 2024

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