You can synchronize Training courses in Learn365 with Perform & Engage 365. When configured, you will see assigned, in-progress and complete training courses in Perform & Engage 365 training screens and components (including conversation templates).
You must be an IT or super-admin to create the connection in Perform & Engage 365.
Follows the steps below to connect your Perform & Engage 365 and Learn365 tenants.
Obtain Learn365 API Key
You will need to set-up and obtains an Learn365 API key, follow the instructions here: https://helpcenter.elearningforce.com/hc/en-us/articles/4405488321297-API-key-management#introduction-0-0
Add key to Perform & Engage 365 Integrations settings
- Log into Perform & Engage 365 as an administrator.
- Navigate to 'Settings > Integrations'
- Select the tab named 'Learn365'
- Paste in the Learn365 API key obtained earlier
- Click 'Connect'
- Perform & Engage 365 will test the key and connection an report whether it was successful
Once connected you will see a screen similar to below:
You can disconnect the connection at any time using the 'Disconnect' button.
Functionality
Once connected, whenever a user accesses their Training record in Perform & Engage 365 - it will be updated with the latest status of courses from Learn365. In addition, Perform & Engage 365 will auto-synchronize data on a daily basis if a user has not accessed their training records.
When accessing the training record in Perform & Engage 365 (Teams app), you can open the training directly from the 'Open training' option. This will automatically load the training in the Learn365 app.