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Anyone using Learning Path?

  • 1.  Anyone using Learning Path?

    TOP CONTRIBUTOR
    Posted 24 days ago
    Hello -

    I am wondering if anyone is using Learning Path in CRM to help with user training.  I'f you are using it or attempted to use it and abandoned ship, I'd live to know what you liked about it or didn't like.

    Also wondering what other products anyone has tried (like ClickLearn or UserLane) and your experience with them.

    Thanks!
    -Jill

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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  • 2.  RE: Anyone using Learning Path?

    SILVER CONTRIBUTOR
    Posted 23 days ago
    I had high hopes for the Learning Path feature when our company migrated to Dynamics CRM 365 online.  But it turned out to be really buggy and slowed down the system tremendously.  We quickly turned it off because it became frustrating for both admins and users.  I don't believe the Learning Path is available in the Unified Interface, but I hope Microsoft takes another crack at improving the functionality and rolling it out again.  It's a great concept that can go a long way with helping to onboard new users.

    Kyle

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    Kyle Polliard
    Allegheny Technologies, Inc.
    Natrona Heights
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  • 3.  RE: Anyone using Learning Path?

    TOP CONTRIBUTOR
    Posted 20 days ago
    Have you checked out Custom Help Panes the replacement of Learning Path?


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    BR,
    Niels
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  • 4.  RE: Anyone using Learning Path?

    SILVER CONTRIBUTOR
    Posted 12 days ago
    Niels - I just started experimenting with the Custom Help Panes in our production environment.  And I must say it is awesome.  A huge step improvement from the Learning Path.  Much more simple to implement and without all of the lag issues.  Thanks for the tip!

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    Kyle Polliard
    Allegheny Technologies, Inc.
    Natrona Heights
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  • 5.  RE: Anyone using Learning Path?

    TOP CONTRIBUTOR
    Posted 9 days ago
    @Kyle Polliard that's great to hear 😊​

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    BR,
    Niels
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  • 6.  RE: Anyone using Learning Path?

    TOP CONTRIBUTOR
    Posted 5 days ago
    @Niels Lønberg thanks for the suggestion - from what I've read, it looks promising, but I'm not able to get it to work to try it!  I am a system admin so I know I have the necessary permissions and I have enabled the feature.  If I attempt to edit the sidebar in the classic interface, I am able to, but in the UI, I get an "unauthorized" message and it says "sorry you don't have access to this document".

    Any Ideas on what I could be missing​

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    Jill Vazquez
    Technical Specialist - CRM
    Bioventus, LLC
    Durham NC
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  • 7.  RE: Anyone using Learning Path?

    TOP CONTRIBUTOR
    Posted 3 days ago
    @Jill Vazquez Are you using one of the first party apps, e.g. Sales Hub?

    I can see from this blog post that Custom Help Panes are not yet supported in the first party apps - but it's not something I have tested myself.

    Note: This feature will not work with any UCI application shipped by Microsoft like Sales Hub, Service Hub, etc… It will only work with custom UCI application.



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    BR,
    Niels
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  • 8.  RE: Anyone using Learning Path?

    Posted 2 days ago
    That is correct, it's not supported for the OOB apps yet, but they are working on getting that resolved.

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    Dian Taylor
    TMC Business Applications Manager
    RSM
    boca raton FL
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