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:

1. In Dynamics 365, go to Training | Content Library:

2. The Content Library will open:

3. Select the Sidebar option:

4. The Learning Sidebar form will open, fill in all the necessary fields. Enter a Name, choose a Template, and save the Sidebar form:

5. After this step, edit the sidebar template, enter the sidebar name, edit sections if necessary, and add URLs and images to the sections:

6. 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:

7. Select the save option of the Sidebar form:

8. Select the Preview button on the left-hand side to see a preview:

9. Publish or Check in the changes, after you have seen the...