Freemium: set up your Learn365 environment

Introduction

In this article, we outline the seven steps to set up your organization's Learn365 environment with a Freemium subscription.

For information about the scope of Learn365 Freemium, see this article.

 

Step #1: install and activate Learn365

If you've signed up for Learn365 Freemium, the next step is to install it on your Microsoft tenant.

Installing Learn365 is a quick process but it requires the Microsoft 365 global admin role. There’s no specific way of checking who in your organization has this role, but it's usually the person in the IT department who’s responsible for the Microsoft 365 installation.

Once you’ve allied yourself with a user that has the Microsoft 365 global admin role, you can start the installation by going to https://lms.365.systems. From here, follow the steps of the guided installation process to get Learn365 installed.

For more information on installing Learn365, see this article.

Once Learn365 is installed, you'll be directed to the Organization Information page, where you should activate the Freemium subscription.

Complete the form then select Use an Learn365 Freemium subscription plan with usage limitations under Select Subscription Type.

For more information, see this article.

 

Step #2: create a course catalog

After you’ve installed and activated your Freemium subscription, the next thing you should do is create a course catalog, which is where your courses are stored and managed.

 

 

From the Global Settings in the Learn365 Admin Center, select Create course catalog, enter a Catalog title, then select Save.

For more information, see this article.

 

 

Step #3: enable training notifications, room bookings, and Microsoft Teams meetings for sessions

Ensure messages about relevant learning events and course location information can be sent to learners by connecting an account to your new course catalog. This account will be used to send all training notifications, room booking confirmations, and Microsoft Teams meeting information.

To do this, from the Learn365 Admin Center, go to the course catalog for which you want to set up notifications then select Catalog settings > Notifications > Microsoft 365 Connection Settings. Toggle Enable Learn365 to send email notifications, book Rooms and create meeting invitations to On then select Connect.

Enter the email address of the account you want to use to send email notifications, room booking confirmations, and Microsoft Teams meeting information. Grant consent to the requested permissions and save your settings.

For more information, see this article.

 

 

Step #4: set up skills and certificates

If you wish to grant specific skills and/or certificates to learners when they complete training, first you'll need to create certificates and/or set up a skills framework for your training.

To do this, from the Learn365 Admin Center, go to your course catalog then select Catalog settings > Certificate templates and Skills framework to create the certificates and the skills you will grant for completed training.

For more information about how to create certificate templates, see this article.

For more information about how to set up skills, see this article.

 

 

Step #5: set up categories

You can associate categories or subcategories with courses and training plans to enable learners to find training quickly and easily using the search and filter functions.

To create your own categories and subcategories, from the Learn365 Admin Center, go to the course catalog then select Catalog settings > Categories > Add category. From here, you can create the relevant categories and subcategories. After this, you have the framework to associate categories and subcategories with your training.

For more information, see this article.

 

Step #6: add learners to the course catalog

Before you can make training available to users, you'll need to add users to the course catalog.

To do this, from the Learn365 Admin Center, go to the course catalog then select Users > Add or invite users. Enter the names or email addresses of the users to whom you want to give access to the course catalog. You can add individual users, or you can invite multiple users at a time by adding Microsoft Entra (Azure Active Directory) groups.

 

 

For more information, see this article.

 

 

Step #7: create courses and training plans

You’re now ready to create courses and training plans in your course catalog.

From the Learn365 Admin Center, select Training Management > Create training then select:

• E-learning to create a course of on-demand content such as videos, text, and images.
• Instructor-led training to create a course that consists of sessions and perhaps some on-demand content.
• Training plan to create a collection of courses you want learners to complete.

You'll be guided the the process of creating your training, from adding content and configuring settings, to publishing the training and enrolling users in it.

 

 

Learn365 gives you a great opportunity to create content that appeals to your learners.

You can add learning modules that contain a variety of learning element, such as videos, audio, PDFs, and images. You can also make practical assignments, quizzes, workshops, virtual reality, classroom sessions, and virtual sessions part of a course. If you already have course content collected in a SCORM or AICC content package, you can add this to a course.

 

 

Now you're all set to roll out training to your organization. Go learn like you!