learning paths in dynamics 365

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Learning Paths in Dynamics 365

Priscilla TseSenior Technical Consultant

KPMG7 Feb 2017

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Priscilla TseTechnical Team Lead, Senior CRM ConsultantEnd-to-end Dynamics implementation for governments, health sectors and multinational cooperation.Technology & Risk ConsultancyEmail: [email protected]: DynamicsCRMGirl.wordpress.comLinkedIn: https://uk.linkedin.com/pub/priscilla-tse/14/9b3/a41

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mailto:[email protected]

https://uk.linkedin.com/pub/priscilla-tse/14/9b3/a41


Your Dynamics 365 System Has Gone LIVE!!

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Users complain: - System is too complicated? - Confused by all the colourful tabs and tiles? Hard to tell which is the contact form and which is the account form? - Training manuals that no one bothers to read?


Learning Path is Your Friend!• For Dyn365 online• Contextual & Guided

Help• Just-in-Time!• You can customise!• Write content once,

deploy to multiple instances in same tenant

• Include content of different media types


Want To Learn More?

Vote Learning Path


Want To Learn More?

Learning PathWhistle Stop

Tour


What is Learning Path?

Learning Path is a tailored & interactive “Help” content that you can customise.

Users access Learning Path as part of the Dyn365 experience.


Learning Path – Turning It On

Personal Opt-In (on by default)

Organisation Opt-In

Dynamics 365 (online – latest version, or Dec 2016 update installed)


Learning Path – To Author Content“Learning Path Authors” security group in O365


Learning Path ContentTwo Types of Learning Path Content:

• Guided Paths • Interactive “bubbles” sequence to guide users on a specific

task/overview

• Sidebars • Help table of content (with links to web pages, videos, links to

other Guided Paths or Sidebars in Dyn365)


Learning Path

DEMO


Learning Path – Handy Tips• Plan your content before inserting (Learning Path a bit

buggy)• Just-in-time/interactive learning is different from static

document writing• Bubble Types in Guided Paths – choose wisely!• Stick to max 5 or 6 bubbles per Guided Path• Preview before publishing• Consider different learning media types• Version tracking and backup your Learning Content


Learning Path – Learn More?Microsoft Dynamics 365 Help and Training

• Create your own guided help (Learning Path) for your customershttps://www.microsoft.com/en-us/dynamics/crm-customer-center/create-your-own-guided-help-learning-path-for-your-customers.aspx

• On/off switch for Learning Path (guided help)https://www.microsoft.com/en-us/dynamics/crm-customer-center/on-off-switch-for-learning-path-guided-help.aspx

• Dynamics 365 Learning Pathhttps://dynamicscrmgirl.wordpress.com/2017/02/04/learning-paths-in-dynamics-365/

https://www.microsoft.com/en-us/dynamics/crm-customer-center/create-your-own-guided-help-learning-path-for-your-customers.aspx

https://www.microsoft.com/en-us/dynamics/crm-customer-center/on-off-switch-for-learning-path-guided-help.aspx

https://dynamicscrmgirl.wordpress.com/2017/02/04/learning-paths-in-dynamics-365/


Learning Path – User View of Sidebars

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In case the demo doesn’t work ….


Learning Path – User View of Guided Tasks

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Learning Path – Author View of Content Library

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Learning Path – Author View of Guided Tasks

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Learning Path – Author View of Sidebars

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Learning Path – Publish & Export

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Learning Path – Security & Publishing Configuration

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learning paths in dynamics 365

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