Configuring the Learning Path feature in Dynamics 365 CRM | Tips and Tricks for Microsoft Dynamics 365 CRM

 Introduction

The ongoing activity of Dynamics 365 aims to improve the user experience. Everyone wants to provide their customers with rich context, videos, walkthroughs, and articles, among other things.

"Learning path" is a mechanism in D365 that will assist us in increasing user engagement with D365. By giving them guided instructions/hints on exploring the application and being productive while learning it.

By enabling this functionality in D365, you may develop your learning path material for your users, making their exploration of your business more informative. Additionally, this feature gives contextual assistance that forces a user to follow a specified process.

In this blog, we'll go over how to configure the "Learning Path." Let's take a look at the following prerequisites before configuring the "Learning Path" tool:

The system setting "Learning Path Authoring" must be activated as a prerequisite.

We can't utilize the "Customizable assistance" and "Learning Path" features simultaneously in the same organization. Thus, only one can use at a time.

Users who want to use "Learning Path" must "Opt-In" for the feature in their user choices.

To access the "Learning Path" content library, the user must have the "System Administrator" or "System Customizer" position.

The "Office 365 Learning Path and Authors Security Group" must be a member of the user who wants to alter the "Learning Path."

Configuration Steps

1. Navigate to Settings-> Administration in your System Settings. Click System Settings on the Administration page. Change No to Yes for 'Enable Learning Path' and 'Enable Learning Path Authoring.' As seen in the diagram below:

In Dynamics 365 CRM 2, you may configure the Learning Path functionality. Now, under User Settings, select Opt-In for learning path; these options are as default. If a user opts in, it signifies they want to use the learning path throughout the system.  

Note: As shown in the "Opt-Out for Learning Path" option below, users can opt out and stop using the learning path capability at any time. If a user opts out, they will no longer receive hints or movies from the system. As the user has learned sufficient knowledge of the system, no additional guidance is required.

In Dynamics 365 CRM 3, you may configure the Learning Path functionality. Now, try to open the Content Library from the Training area; you will be unable to do so since you have not yet added yourself to the "Office 365 Learning Path Authors Security Group."

The learning path function can configure in dynamics 365 CRM

The CRM user must be a "Learning Path Author Security Group to gain access to the Content Library." To do so, go to Admin Center > Groups > "Learning Path Author Security Group" and add the user as a member of the "Learning Path Author Security Group."

Follow the simple steps below:

1. Go to the Admin Center and select Groups.

In Dynamics 365 CRM 2, you may configure the Learning Path functionality. Select the "Learning Path Authors" group on the Groups page, then click the Edit button in the "Members" row as shown below:

In Dynamics 365 CRM 3, you may configure the Learning Path functionality. You can add the user as follows by clicking "Add Members":

The learning path function can configure in dynamics 365 CRM.

Note that all users in the "Learning Path Authors" group can edit Learning Path Content in the Content Library.

4. Go to Training, then Content Library. After a while, you should see the page below to create your own guided tasks. Depending on your preference, "Guided Task" or "Sidebar" will be displayed.

The learning path function can configure in dynamics 365 CRM.

 Conclusion

"Learning Path" assists in training our valued users on how to use even the most highly customized system on the tablet and web application. Using easy tips and videos, users gain a comprehensive understanding of "how to use the program" without relying on anybody. In the end, it aids in the reduction of training time and expenditures in any firm.