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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Your Dynamics 365 System Has Gone LIVE!!
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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
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Want To Learn More?
Vote Learning Path
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Want To Learn More?
Learning PathWhistle Stop
Tour
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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.
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Learning Path – Turning It On
Personal Opt-In (on by default)
Organisation Opt-In
Dynamics 365 (online – latest version, or Dec 2016 update installed)
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Learning Path – To Author Content“Learning Path Authors” security group in O365
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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)
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Learning Path
DEMO
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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
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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/
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Learning Path – User View of Sidebars
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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