Learn365 in Microsoft Copilot

Introduction

You can use Learn365 inside Microsoft Copilot to get AI-powered assistance in finding and viewing information from Learn365.

Using the Learn365 agent in Copilot, you can:

• Search for courses and training plans in Learn365;
• Get an overview of your training progress;
• Get an overview of your direct reports’ training progress.

This article explains these actions in detail.

 

 

Learn365 and Copilot

 

Learn365 can be added to Copilot for any Learn365 subscription. The functionality of Learn365 inside Copilot is the same across all subscriptions. Copilot usage isn’t connected to your monthly AI allowance in Learn365.

 

Add the Learn365 agent to Copilot

To add Learn365 to Copilot, go to the Copilot app in Teams or Microsoft 365. On the right-hand sidebar, select Get agents. In the Search apps and more field, enter Learn365. Select Add next to the Learn365 result. This adds the Learn365 agent to Microsoft Copilot.

 

 

 

To navigate to the Learn365 agent, select Copilot, and then select Learn365 from the left-hand sidebar > Agents.

Here, you can select the sample prompts cards, which insert the prompt into the message box. For more sample prompts, select View prompts. To get the results relevant to you, edit the prompt in the text field, and press Enter.

 

Ask a question

 

Search for courses and training plans in Learn365

Copilot can help you find courses and training plans in Learn365. You can ask Copilot the following question “Can you find a course about networking basics in Learn365?” or “Find a course about new digital ways of working.”

If Copilot finds an exact match, it will include a link to the course in the response. Select View Training on the card to open the course home page in Microsoft Teams.

If there are several possible matches, Copilot includes the list with links to individual courses. Hover over an item and select View Training to go the course home page.

 

 

Get an overview of your training progress

Anyone in your organization who has a Copilot subscription can see their training overview, regardless of job position.

 

 

Enter “Show my training overview” to generate the following response, which shows the number of courses in which you are currently enrolled, across all catalogs, (including courses that are part of training plans) in each category:

• Trainings: The number of enrolled courses.
• Completed
• In progress
• Not started
• Mandatory, Not Completed
• Overdue.

 

 

Select Dashboard to go to the My Training Dashboard > Training page. For more information about My Training Dashboard and its capabilities, see this article.

Select Show mandatory to show mandatory courses on the card. Select Show overdue to see only overdue courses and training plans on the card. Show mandatory and Show overdue are available only if there are incomplete mandatory or overdue courses, respectively.

 

Get an overview of your direct reports' training progress

Required role: Line Manager.

As a line manager, you can get a training review of your direct reports. For example, you can get a review for John, your subordinate, by entering “Show me John’s training overview.”. Copilot responds with a Learn365 card, which contains John’s training overview, along with color-coded numbers depending on the training status (for example, green for completed and red for overdue).

NOTE

Training plans aren’t counted as individual training items on a card. If a learner is enrolled in a training plan, the card shows progress only for the e-learning and instructor-led training courses that are part of the training plan. Detailed information about the training plans in which a learner is enrolled is available on the Line Manager Dashboard.

 

• Trainings: The number of e-learning courses and instructor-led training in which the learner is currently enrolled, across all catalogs.
• Completed
• In progress
• Not started
• Mandatory, Not Completed
• Overdue.

 

 

Select Dashboard to go to the My Training Dashboard > Training page. To see the training status of your direct reports, go to the My Training Dashboard > Overview page. For more information about My Training Dashboard and its capabilities, see this article.

Select Show mandatory to show up to three mandatory courses on the card. Select Show overdue to see up to three overdue courses on the card. Show mandatory and Show overdue are available only if there are incomplete mandatory or overdue courses, respectively.

Select Copy to copy the card, which you can send to a learner via chat.

 

 

Uninstall the Learn365 agent from Copilot

To uninstall the Learn365 agent, select the ellipsis menu (the three dots) next to the Learn365 agent on the right-hand sidebar and select Uninstall.

 

Data protection and privacy

For information about data, privacy, and security in Microsoft Copilot, see this Microsoft article.

For information about Zensai’s AI data usage and privacy, see this article in the Zensai Trust Center.