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Experts see promise in Learning Path Authoring for Dynamics 365 CRM apps

by Linda Rosencrance
Contributing Writer, MSDW

Dynamics 365 Learning Path Content Library
Dynamics 365 Learning Path Content Library | Source

With the December 2016 release of Dynamics 365 sales and service apps, Microsoft has added an important new authoring capability to its in-app help feature known as Learning Paths.

Following the introduction of Learning Paths in Dynamics CRM Online 2016 Update 1, Learning Path Authoring offers customers a new way to add customizable help that users see in Dynamics 365 when they open a page, perform an action, or click the Help button.

Peter Majer, a principal consultant at Sonoma Partners, has been following the progress of Learning Paths and says he's "really excited" that Microsoft now offers organizations the ability to create their own content.

"When it was first released, that was definitely a limitation and I don't think many people used it because it just came out of the box with standard content that didn't really pertain to them," Majer says. "Most of our customers are XRM, they don't use CRM just for CRM. They have their own custom processes, their own custom entities - the whole process is configured and built in a way that's tailored to them. So now being able to tweak the content and change it to your own specific content is a big step."

Learning Path was conceived as a tool for rich, contextual-based training with walkthroughs, videos, and articles. With Learning Path Authoring, companies can deliver custom content for different user roles, meaning a sales rep would only see content relevant to her role, according ...

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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.