Would you like to integrate official, always up-to-date, Microsoft documentation into your own Microsoft 365 Adoption Center? This is now possible by installing the new Microsoft 365 Learning Pathways solution into your own tenant! It’s a brilliant solution (currently in Beta Preview) for pulling in official documentation into a new or existing SharePoint site.
What’s the benefit? The documentation is pulled from an up-to-date Microsoft online catalog with content curated from support.office.com! This eliminates the need for you to build your own Microsoft 365 documentation in your organizational Adoption/Training Center.
Although the Learning Pathways solution can provision a new SharePoint site to house the documentation, the intent of this post is to demonstrate how to embed the Learning Pathways web part (comes as part of the deployment) into an existing Adoption site in your tenant. You have one of those right? 🙂
Why would you want to do this?
In your Adoption Center, you need both your own custom content as well as Microsoft documentation. Let me explain… for anyone working in the end-user adoption space, a big part of ensuring success is to demonstrate how teams across your organization have used the tools in Microsoft 365 to help them work smarter, more efficiently, more creatively, quicker, more compliant, etc. These are the success stories that should be included on your Adoption Center since they can have a big impact on organic growth and adoption of the suite of tools you’re using across Microsoft 365. Also, governance guidelines and rules should be provided on your Adoption Center tailored to the unique needs of your organization.
You won’t get either of these types of content from the Microsoft 365 Learning Pathway solution – you’ll need to create this type of content on your own to suit the needs of your organization. For this reason, I was excited to try out the Microsoft 365 Learning Pathways solution so all types of content could be integrated in 1 site for a one-stop shop of adoption, training, and guidance for Microsoft 365 in your organization!
I’ve previously blogged about how to build your own Adoption/Training Center in Office 365 in a 2-part series: Build Targeted Training on Office 365 Adoption Center. Follow that post for detailed steps on how to build one of your own.
For this post, I assume you already have your own Adoption Center created with Adoption pages built for products you’re using across Microsoft 365. Because of this, I’ll gloss over the setup details from the 2-part series and skip right to the part where you can integrate the Microsoft 365 Learning Pathways web part directly in-line with your own modern adoption pages.
Steps to do this:
- 1. Install the Microsoft 365 Learning Pathways web part solution
- 2. Identify the tags you’ve used for your own Adoption pages and which ones align to the content curated from Microsoft’s web part
- 3. Build summary pages to include the Microsoft 365 learning pathways web part
To demonstrate, I’ll showcase the Microsoft Teams product on an All about Microsoft Teams modern page!
Step 1: Install the Microsoft 365 Learning Pathways web part solution
You must install the web part package in your tenant’s app catalog and deploy it to your Adoption site via PowerShell. Note: your Adoption site must be a modern Communication site.
Instructions: Stand alone web part setup
After successful installation, a new modern web part will appear in the web part gallery of your Adoption site:
Step 2: Identify the tags
There is a pre-defined set of content curated and presented thru the Microsoft Learning Pathways solution organized by category, sub-category, and playlist. You can show/hide content as required and even create your own playlists by launching the CustomLearningAdmin.aspx page created when you install the solution.
This post will focus on product training, however there are other categories installed with the solution as well: Adoption Tools, Getting started, and Scenarios.
Here is the current list of products (also called sub-categories in the web part) deployed with the solution:
The technique I use to tag Adoption pages in my Adoption Center (explained in detail in my 2-part series) is done with managed Term Sets created at either the tenant or site collection level. For terms that align with the above set of sub-categories, I’ll be able to include a filtered learning pathways web part on a summary page (Step 3) to include the Microsoft content for that product as well.
Previously built… For this example, I already had 4 Adoption pages built for the “Microsoft Teams” product.
- Working with external guests in Teams
- How to request a new Microsoft Teams
- How to archive your Microsoft Teams’ content
- When to use Teams vs Yammer vs OneDrive
Each Adoption page above is tagged with the Microsoft Teams term via a SharePoint managed metadata property added to the Site Pages library called AdoptionProduct.
Step 3: Summarize Adoption pages
This is where it all comes together to integrate the 2 types of content for the end-user! For each product (sub-category), build a modern summary page to include 2 key web parts:
#1 – Highlighted Content web part filtered on the product associated to the term you’ve tagged your Adoption pages with. This will show your custom Adoption pages built to showcase success stories, best practices and guidance for you organization. In this example, we’re filtering the managed property, owsTaxIdAdoptionProduct, for the term ‘Microsoft Teams’ to return the 4 Adoption pages built above:
#2 – Microsoft 365 learning pathways web part filtered on the sub-category associated to the term. This will filter the Microsoft-provided training material from support.office.com for the sub-category ‘Microsoft Teams’:
One page with all content relating to Microsoft Teams! It includes guidance/governance/best practices/success stories for using Microsoft Teams at your organization on the top web part AND Microsoft official product documentation for Microsoft Teams on the bottom web part! Fantastic!
Note: You can also create your own custom playlists in the Microsoft 365 Learning Pathways solution providing another way to embed your own content alongside Microsoft’s content. Which way you choose partially comes down to how you want the content to be displayed to the consumers of your site and the preference of the content authors. It also assumes you won’t have any custom categories and sub-categories outside of the ones that come with the Microsoft 365 Learning Pathways solution. The technique described in this post provides flexibility since you can use any terms relevant to your own organization and integrate the Microsoft 365 learning pathways web part when the term is available there too!
I think this solution is fantastic and a great way to ensure the Microsoft documentation you’re directing your end-users to is always up-to-date and exactly where they expect it to be.
Thanks for reading.
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