Accessing Help in Microsoft Dynamics CRM

Even though most users indicate that Microsoft Dynamics CRM is intuitive and easy to learn, you might have questions about the software. Fortunately, Microsoft Dynamics CRM includes help guides for end users as well as administrators. To access Help, click the Help button on the application menu toolbar or the entity menu toolbar.

Microsoft Dynamics CRM Help is context-sensitive; you can click Help On This Page to access the portion of the Help contents most relevant to the page you’re currently viewing. For example, if you’re viewing a lead record and you click Help On This Page, Microsoft Dynamics CRM automatically directs you to the Help topic titled "Work with Leads."

Tip

Your system administrator can customize the Help content that appears in Microsoft Dynamics CRM to include specific instructions about your unique Microsoft Dynamics CRM deployment.

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