Steps to create and configure Learning Path
Dynamics 365 covers the sales process from lead-to-opportunity. In this scenario, the lead to opportunity process flow is used for the Learning Path
example. The following steps are to provide guidance to create the Learning Path
for lead-to-opportunity:
- In Dynamics 365, go to
Training
|Content Library
:
![](https://static.packt-cdn.com/products/9781788399784/graphics/4e724969-5487-4dac-a033-e2f0d11b28db.png)
- The Content Library will open:
![](https://static.packt-cdn.com/products/9781788399784/graphics/14190fad-c36a-49f0-83a8-4a329c2f6e4f.png)
- Select the
Sidebar
option:
![](https://static.packt-cdn.com/products/9781788399784/graphics/cc6a7dd8-9fc9-4e6b-a3ec-229d90ab6b9d.png)
- The Learning Sidebar form will open, fill in all the necessary fields. Enter a
Name
, choose aTemplate
, and save theSidebar
form:
![](https://static.packt-cdn.com/products/9781788399784/graphics/8cbc457f-2b48-4faa-81c9-21c883959a06.png)
- After this step, edit the sidebar template, enter the sidebar name, edit sections if necessary, and add URLs and images to the sections:
![](https://static.packt-cdn.com/products/9781788399784/graphics/d162b28e-24b2-4678-81b4-168508e6ecdd.png)
- If there is a need to update the section property , click on the edit button of the section. This option will add
Content Types
,Text
,Button
,List of Links
, and so on:
![](https://static.packt-cdn.com/products/9781788399784/graphics/3885c7f7-eff8-42f1-9224-b4923762673a.png)
- Select the save option of the Sidebar form:
![](https://static.packt-cdn.com/products/9781788399784/graphics/7330c1d2-1cff-4b25-bea4-9679414a76f9.png)
- Select the
Preview
button on the left-hand side to see a preview:
![](https://static.packt-cdn.com/products/9781788399784/graphics/071e95a0-aa7c-43a3-bcae-fdbd3a6151c9.png)
Publish
orCheck in
the changes, after you have seen the...