Learning Paths in Dynamics 365

  • Learning Path is Customized Help Content at your fingertips. This Concept has been introduced in Dynamics 365.
  • Using this you can now author your own content, deploy to different Dynamics 365 instances, and provide users in your organization with contextual help right inside Dynamics 365 as they work.

Importance of Learning Path:

  • Customize help content so that it is specific to your organization
  • Make guided help appear “just in time” so that users can complete their actions without leaving Dynamics 365,
  • Present different media types (e.g. videos, web links, internal/external references etc.)
  • Show content to different devices (web client, tablet, phone)
  • Write once (in one instance) and publish to multiple instances (under the same tenant), or by import and export,
  • Provide contextual help for end users with quick start tours or guide them in performing common daily tasks.

 

 Enable Learning Path For The Organization:

  • Navigate to settings à Administration à system Settings à General tab à set Custom Help URL à

Note: You can enable Learning Path or customizable Help, but not both at the same time. Confirm that Use custom Help for customizable entities and Append parameters to URL are set to No. Then Click OK.

 

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Enable Learning Path at User level:

  • If current user is not the member in Learning path then the user get error message.

 

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To turn Learning Path on:

  • On the Navigation bar, click the Options icon clip_image002 à Opt in for Learning Path.
  • Then the user can enable the Enable Learning Path Authoring to yes then the Learning Path will be established.
  • If the user want to turn of the learning Path the user can turn off it

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To turn Learning Path off:

  • On the navigation bar, click the Options icon clip_image002[4] à Opt out for Learning Path.
  • Have the System Customizer or System Administrator Role, or another role that has the Learning Path Authoring privilege.
  • Enable Learning Path authoring. This creates the Office 365 Learning Path Authors security group.
  • Be a member of the Office 365 Learning Path Authors security group.
  • At this time, these clients support Learning Path: web client, interactive service hub, and Dynamics 365 for tablets.

 

Author Learning Path Content from Office 365:

 

  • Go to the admin portal for your Office 365 tenant by clicking the Navigate to other applications (waffle) button in the top-left corner of the page when you're signed in to Dynamics 365, and then select Admin.
  • You may be asked to re-enter your password.
  • In the Admin center, click Groups.
  • On the Groups page, select the Learning Path Authors security group.
  • Click Edit in the Members row to add users to the group.
  • Click + Add members, and then specify or search for the user(s) you want to add to the group.
  • Click Save when you're finished adding users

 

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Content Library

  • The Content Library displays all of the content created and available to your organization, as well as the commands to create, manage, and interact with controls. To create or edit Learning Path controls, first connect to the client interface for which you want to create controls, and then open the Content Library.

 To open the Content Library from the default web client interface, do one of the following:

  • Click on the icon clip_image002 in the navigation bar and then click on the  Icon clip_image006to get the content Library to create the Learning Path.

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  • The Content Library includes the columns described in the following table:

Name:

The name you used when you created the Guided Task or Sidebar. A red lock symbol next to the name indicates that the content is currently checked out. You can hover over the icon to see which user has the content checked out.

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A red asterisk next to the name indicates newly checked-in content.

 

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Title:

The title you provided when you added content to the Guided Task or Sidebar. Titles for Sidebars and Guided Tasks are displayed on Sidebars when they are added as links, or when they are returned as search results.

Type:

A symbol that indicates the type of content: Sidebar or Guided Task

Form Factor:

Symbols that represent the form factor selected for this content when it was created, either Desktop or Tablet.

The Form Factor column is not displayed when you are using the Content Library when connected to the mobile app interface simulator or the Interactive Service Hub.

Tags:

Displays any tags applied to this content. You can add tags in the Advanced Options dialog box. Use tags to filter content displayed in the library

App Version:

The version of the application that the control was created on.

Author:

The name of the person who created the control.

Languages:

A numeric value that represents the number of languages to which the control has been localized.

Status:

Displays Published if the content is currently published; otherwise the status is Draft.

Enabled:

Displays whether the content is enabled or disabled. Only enabled content is displayed to your users.

Last Published:

The most recent date when the content was published.

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