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Creating Custom Help Providers For Dynamics AX 2012

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Help is a great tool, but the standard Dynamics help does not include any of the company specific knowledge, because you are the only one that knows that. …

Help is a great tool, but the standard Dynamics help does not include any of the company specific knowledge, because you are the only one that knows that.

In this worked example we will show how you can extend out the help system quickly and easily to include your companies own instructions and content so that the users have one place to search when they get stuck.

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  • Anton, I think that I also had to save the file as html/mhtml as well before the SharePoint Search Service was able to index the file. -Murray
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  • Hi Murray,
    Thanks for the presentation, however I'm not succeeded in create my help document.

    - My folder along with sub folder EN-US already created in inetpub
    - Created tableofcontents.xml
    - use template 'Dynamics Help Content Template.docm'
    - Change body, type in Title and Topic ID (topic id is get from create GUID)
    - Save as *docm (I put the filename same as Topic ID). Actually the automatic creation of *mht doesn;t works for me, I have to 'Save As' again even when the check box 'Automaticaly save property' and 'Save as Single Web Page' already checked
    - edit my tableofcontents.xml, insert the GUID inside tag Microsoft.Help.F1.

    The node of my table of contents already appeared in DAX Help, however when I click the subnode which supposed to open my document, it didn;t.

    Please help,
    Thanks, Anton
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  • 1. Dynamics AX | HelpCREATING CUSTOM HELP PROVIDERS Help is a great tool, but the standard Dynamics help does not include any of the company specific knowledge, because you are the only one that knows that. In this worked example we will show how you can extend out the help system quickly and easily to include your companies own instructions and content so that the users have one place to search when they get stuck. © 2013. All rights reserved.
  • 2. Create A New HelpPublisher ForYourselfThe first step is to register a new help. To do this we needto go to the help server directory in IIS, and find theweb.config file. © 2013. All rights reserved.
  • 3. Create A New HelpPublisher ForYourselfInside the config file, we will need to add a new publisherfor our content. © 2013. All rights reserved.
  • 4. Create A New HelpPublisher ForYourselfNow that we have done that, when we open up the helpsystem we are able to filter the results now on ourcontent only. © 2013. All rights reserved.
  • 5. Create A New HelpPublisher ContentFolderNow we have a publisher ID, we just need to add it to theContent folder in the AX Help Server. To start off we willcreate a folder that matches the publishers description. © 2013. All rights reserved.
  • 6. Create A New HelpPublisher ContentFolderThen we will create a localized folder for the languagetype that we need for help. © 2013. All rights reserved.
  • 7. Create Your TableOf ContentsInside the content folder we will now create aTableOfContents.xml file for all of our help file entries. Ifyou feel lazy, then you can just copy the TOC file from theMicrosoft folder. © 2013. All rights reserved.
  • 8. Define Your EntriesIn The TOCNow w need to update the TOC to have entries for each ofour help topics. Each topic will reference a topic ID thathas to be unique. The easiest way to do this is to useGUIDS. © 2013. All rights reserved.
  • 9. Define Your EntriesIn The TOCIf you go to http://createguid.com then it will generateunique GUIDS for you. © 2013. All rights reserved.
  • 10. TOC Is LookingBetterNow we © 2013. All rights reserved.
  • 11. Create Your HelpFile ContentNow we need to create a help page for the entry that wecreated in the TOC. To do this you can use a templatethat is embedded in the help itself. Just do a search for“Templates for Help Documentation” and you will find ahelp topic. © 2013. All rights reserved.
  • 12. Create Your HelpFile ContentInside the help topic is a link to a word file. © 2013. All rights reserved.
  • 13. Create Your HelpFile ContentIf you open up the file, then it has a nice startingtemplate, and also an additional Microsoft Dynamics Helptab to enter in the index information for the help topic. © 2013. All rights reserved.
  • 14. Create Your HelpFile ContentAll you need to do is update the body of the file, and alsoput the unique GUID in the Topic ID field in the ribbon bar. © 2013. All rights reserved.
  • 15. Create Your HelpFile ContentThen you save it… First as a .docm file… © 2013. All rights reserved.
  • 16. Create Your HelpFile ContentAnd then as a .mht file. © 2013. All rights reserved.
  • 17. Create Your HelpFile ContentThis will actually create 3 files in your UserDocumentationfolder under your content publisher in IIS. © 2013. All rights reserved.
  • 18. DoneNow when you click on the topic, it shows your customhelp.Very Cool! © 2013. All rights reserved.
  • 19. AboutMurray Fife