Use Learning Path for your D365 v9.x Organization – Part 3 | Guided Tasks

After 2 posts to trying to summarize Learning Paths, here we are to Guided Tasks which conclude this series. We will see D365’s early adopters can get acquainted with processes in your organization and getting them to know the system.

To check the other 2 posts – Please follow the below posts

  1. Setup – Use Learning Path for your D365 v9.x Organization – Part 1 | Setup
  2. Sidebar –Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar

Configuring Guided Tasks

  1. Assuming you are already in Learning Path > Content Library. Select Guided Task.
    guidedTask
  2. Fill out the properties of the Guided Task like the name and how you want it to behave.
    guidedTaskProperties
  3. One you save, you get a Flow Editor where you can add 4 different types of Guided Task modal.
    flowEditor
  4. So, these 4 types of modals are available. Here’s what each of them do –
    1. Step with Next Button – Simple instruction in Text or Video and a Next Button
    2. Step with User action – Will make you click the button/action it is pinned to. And only then move forward.
    3. User Action with Next Button – This is a combination of A and B above. You can either select the action or skip to next step.
    4. Learning Step – It is like a tip and comes with a Button that can open another Learning Path Published item. Like, Sidebar in my case.
      stepTypes
  5. When you drag either of the above onto the screen, the D365 screen is highlighted with areas where you can drop it and it gets pinned to that item.
    skeleton
  6. On each of the types of modals, you get to either enter Text or add a Video.
    contentTypes
  7. For Learning Step modal, you get to also configure what will open when user clicks Learn More.
    learnMoreEditor
  8. In my case, I’ve opened the existing Sidebar from Part 2 of the blog series.
    sideBar

Finally, my track looks like this –

track

Previewing and Publishing

  1. Once you are done editing, Save your changes and Check In your changes.
    confirmCheckin
  2. Once you proceed, you’ll be asked in the same way as Sidebar to specify which all environments you want to publish this to.
    envSelect
  3. On publishing, you’ll see this notification.
    published

Seeing Guided Tasks Work

    1. Step with Next Button.
      stepWithNextButton
    2. Step with User Action (Notice that it doesn’t have a Next button but is asking you to click on the Gear Icon)
      userAction
    3. User Action with Next button, either of which will take you to the next step.
      nextUserButton
    4. Learning Step (Clicking on Learn More will open the Sidebar on the right hand side)
      learningStep
    5. Sidebar showed up on clicking Learn More from Step 4 above.
      LearnMoreSidebar

Hereby, I conclude Learning Task. I tried to keep it as short as possible. But then, lots of screenshots.

To summarize, you can read previous blogs in this series
1. Setup – Use Learning Path for your D365 v9.x Organization – Part 1 | Setup
2. Sidebar – Use Learning Path for your D365 v9.x Organization – Part 2 | Sidebar

Hope this gets you through Learning Path quickly! 🙂

 

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