Add the Learn365 app to Microsoft Teams

Introduction

In this guide, we'll go through the installation of the Learn365 app in Microsoft Teams, show how to find the Learn365 chatbot in the Microsoft Teams Store, show how you can add and pin the Learn365 app to the Microsoft Teams bar, and the actions you can take if the Learn365 chatbot doesn't respond or you receive an error message.

 

Add the Learn365 app to Microsoft Teams

The Microsoft 365 global admin and Teams admin has access to the Manage apps page in the Microsoft Teams admin center. Here, they can set up app permission policies, app setup policies, and custom app policies and settings to configure the app experience for users and choose which apps will be installed by default for users when they start Teams. See Microsoft's documentation for more information.

To add the Learn365 app to Microsoft Teams, you need to have a working Learn365 installation, then follow these steps:

1. In Microsoft Teams, select the Apps icon at the bottom of the left-side navigation. In the search field, enter Learn365.

2. Select the Learn365 app and choose Add.

If you want to add the Learn365 app to a specific team or chat, select Add to a team or Add to a chat. This action will also add the Learn365 app to the navigation bar in Microsoft Teams.

 

Customize the Learn365 app for Microsoft Teams 

In the Microsoft Admin Center, the Microsoft Teams or Microsoft 365 global admin can customize the Short name, Short Description, and Full description of the Learn365 app for Microsoft Teams.

In this way, you can name the app to align with the name you've chosen for your learning system and add an app description of your choice.

 

To customize the Learn365 app:

1. In the Microsoft Teams admin center, select Manage apps > Learn365.

2. On the opened side bar, under the Details section, complete the relevant fields to add customization: Short name, Short description, and Full description.

 

 

3. Select Apply or Cancel.

 

Enable users to communicate with external users in the Learn365 app in Microsoft Teams

To enable users in your organization to communicate with Microsoft Teams users outside of your organization, you can configure the External access settings in the Microsoft Teams admin center.

Go to the Microsoft 365 admin center > scroll the left-side menu to Admin centers > select Teams > you'll be brought to the Microsoft 365 admin center/Dashboard > on the left-side navigation, select Users > External access > move the toggles to the On position to enable users to communicate with other Teams and Skype users.

For more information, see Microsoft's documentation on how to manage external access in Microsoft Teams.

 

 

Pin the Learn365 app to the navigation bar in the Teams app

As a Microsoft Teams admin or Microsoft 365 global admin, you can customize the view of Microsoft Teams in your organization and set policies to pin the Learn365 app to the taskbar for all of your users.

To pin the Learn365 app to the taskbar, navigate to the Microsoft Teams admin center, then in the left-side menu, go to Teams apps > Setup policies.

 

 

1. Select the Global (Org-wide default) policy.

2. Move the User pinning toggle to the On position.

3. Under Pinned apps, select + Add apps. The Add pinned apps panel opens.

4. In the Add pinned apps panel, search for the apps you want to add, and then select Add next to their title. To help with your search, you can filter apps by app permission policy.

5. Select Add at the bottom of the panel.

6. Under the App bar, arrange the apps in the order you want to display them in Teams.

7. Select Save.

Users will now see the Learn365 icon in the app navigation bar of Microsoft Teams and the Learn365 app for Microsoft Teams will be available to users.

 

Troubleshoot issues

"An administrator has set a policy..." message

When adding the Learn365 bot, users might see the message "An administrator has set a policy that prevents you from granting LMS365 API the permissions it is requesting. Contact an administrator who can grant permissions to this application on your behalf".

This will happen if the Allow user consent for apps option isn't selected in Microsoft Azure. To enable consent, log in to the Microsoft Azure Portal, then go to Microsoft Entra ID (Azure AD) > Enterprise Applications > Consent and permissions > select the Allow user consent for apps radio button.

 

 

Learn365 isn't responding

The likely cause of Learn365 not responding is when a Microsoft 365 admin has disabled bots for Microsoft Teams. Contact your Microsoft 365 admin to resolve this issue.