Question

You are the solutions architect for a manufacturing company rolling out a custom model-driven Dynamics 365 app to 400 field technicians. Leadership wants technicians to get contextual, in-app help answers grounded in the company's internal standard operating procedures (SOPs), which are stored as PDFs and pages in a dedicated SharePoint site. The answers must reflect the company's own terminology, not generic Microsoft product documentation. Which configuration approach should you recommend to deliver this in-app help experience?

Accepted Answer

Configure a custom knowledge source pointing to the SharePoint site containing the SOPs, and enable it as an in-app help knowledge source for the model-driven app.

Answer

Rely on the default Microsoft Learn in-app help content, which automatically indexes any documents uploaded to the environment.

Answer

Train a custom language model in Microsoft Foundry on the SOP PDFs and embed its endpoint into each form's ribbon as a custom control.

Answer

Upload the SOP PDFs into a Dataverse table and build a canvas app screen that lets technicians full-text search the attachments manually.