On/off switch for Learning Path (guided help)


Applies To: Dynamics 365 (online), Dynamics CRM Online

Learning Path (guided help) is turned on by default, but is easy to turn off.

Turn Learning Path on or off for an individual user

This setting affects only the person who makes this change.

  • To turn Learning Path off: On the nav bar, click the Options icon Options button for Dynamics 365 > Opt out of Learning Path.

  • To turn Learning Path on: On the nav bar, click the Options icon Options button for Dynamics 365 > Opt in for Learning Path.

Turn Learning Path on or off for an entire organization

This setting changes access to Learning Path for an entire organization.

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions.

    Check your security role

    1. Follow the steps in View your user profile.

    2. Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Administration..

  3. On the Administration page, click System Settings.

  4. On the General tab, scroll down to the Set custom Help URL section. Next to Enable Learning Path, select Yes or No.

Privacy notice

By enabling the Learning Path feature, static html, you enable images and scripts to be stored on Azure Content Delivery Network (CDN). In addition, all dynamic content that is displayed will be stored in Azure Redis Cache, which is used to pre-cache from the Azure SQL database.

An administrator can enable and disable use of the Learning Path feature within a Dynamics 365 (online) instance by using the Enable Guided Help setting in the Microsoft Dynamics 365 organization.

Azure components and services that are involved with Learning Path functionality are detailed in the following sections.


For more information about additional Azure service offerings, see the Microsoft Azure Trust Center.

Cloud Services

Learning Path runtime (Web Role)

This is the web application that serves the content to users.

Learning Path service (Worker Role)

Worker role is responsible for processing the data from Azure SQL Database and caching them into Azure Redis Cache.

Azure SQL Database

Learning Path uses SQL Database to store:

  • Content

  • Content metadata

  • System metadata

Azure Blob Storage

The HTML, images, JavaScript, and CSS are all stored in Azure Blob storage.

Azure Content Delivery Network (CDN)

Learning Path uses Azure Content Delivery Network to serve static content to the survey runtime, such as HTML, images, JavaScript, and CSS.

Azure Active Directory

Learning Path uses Azure Active Directory Service to authenticate web services specifically for the designer. Currently the designer is not exposed to customers and partners. And hence the authentication is within only the Microsoft domain.

Azure Redis Cache

Learning path uses Azure Redis Cache to cache dynamic content that we serve to users.

Azure Traffic Manager

Learning Path uses Traffic Manager to improve the availability of important applications by monitoring your Azure or external sites and services and automatically directing users to a new location anytime there’s a failure.

Azure Resource Manager

Learning Path uses Azure Resource Manager to deploy CDN, Redis Cache, SQL Database, and cloud services as resource groups so that they are in a consistent state and can be deployed repeatedly.

See Also

Create your own guided help (Learning Path) for your customers
Video: Learning Path in-app Help designer for customers and partners