How To: Displaying the Knowledge Base object in Microsoft CRM Outlook Client

How To: Displaying the Knowledge Base object in Microsoft CRM Outlook Client


This is very helpful when you’d like to access the Knowledge Base from within the Microsoft CRM 3.0 Outlook Client.
Enjoy and please comment!


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About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.
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4 Responses to How To: Displaying the Knowledge Base object in Microsoft CRM Outlook Client

  1. Unknown says:

    i follow by instruction but i have not see Knowledge base in my outlook client. Does anybody have this problem?

  2. Astra says:

    I have the same problem, the home_manageKB is displayed in both the service area, and the My Work, I\’ve tried removing the client="web" in both, and nothing is showing up, and it\’s also not showing on the web, so I had to change is back!
    You can display the knowledgebase by typing http://CRMSERVERNAME/CS/home_manageKB.aspx into the web search bar in office, but I can\’t see a way of actually adding or removing KB articles.
    Does anyone know how to edit the Articles template? I don\’t want to use the required \’Subject\’ field.

  3. Jerry says:

    I can\’t get this work either. I have followed the directions, published the site map and the KB still doesn\’t show up in the outlook client.
    Your suggestions?

  4. Frank says:

    I just checked the steps on one of our baseline v3.0 test environment and it works ok.  There maybe two entries to edit on the above depending on the Workplace Setting to show the "Knowledge base" – update both.  Tested on Outlook 2003 and Outlook 2007, both showed ok.  Sorry, I\’m not sure what the variable could be that is blocking it from display on your environments.

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