Onboard your customers

Path: Administration > Onboard your customers · tier official · system administration · narrative reviewed (checked by Opus)

Overview

This section describes the tools partners can use to help prospects and customers learn Business Central and reach productive use sooner. It starts with the overview of onboarding experiences and the page on trials and sign-ups for Business Central online, which covers free trials, tailored trials, CSP partnerships, conversion to paid subscriptions and demo environments.

The other pages cover individual building blocks. The SignupContext parameter tailors trial onboarding from prospect information on partner websites. The Welcome banner, the checklist, and teaching tips and in-app tours guide new users inside the product. The Recommended Apps extension lets partners curate marketplace apps for a customer. Onboarding telemetry signals measure progress.

Start with “Onboarding experiences” for the big picture, then read the page for the specific tool you want to build or customize.

Key points

• The SignupContext parameter tailors unmanaged trial provisioning and onboarding (including checklist customization) based on prospect information from partner websites.
• The checklist is built from guided experience items such as assisted setup, manual setup, tours and spotlight tours (2021 release wave 1).
• The Welcome banner appears to new users in CRONUS evaluation companies and in non-evaluation companies like My Company, with different purposes and customization options.
• Teaching tips are created in AL with properties like AboutTitle and AboutText, for pages, controls, FactBoxes and reports (2022 release wave 1).
• Telemetry emits onboarding signals, such as sales, purchase and payment signals, based on posted documents, and the signals can be extended.
• The Recommended Apps extension lets partners curate marketplace app lists using codeunit methods such as InsertApp, GetApp, UpdateApp, RefreshImage, DeleteApp and DeleteAllApps.
• Trials and sign-ups cover free trials, tailored trials, CSP partnerships, trial conversion to paid subscriptions and demo environments.

Learn pages

• Create customer-centric onboarding experiences with the SignupContext parameter.: Learn how you can use the SignupContext parameter to create customer-centric evaluation and onboarding experiences.
• Get Users Started with the Checklist: Learn how to customize the checklist that users can launch from the Welcome banner.
• Measure onboarding progress using telemetry: Learn how you can use onboarding telemetry to measure customers’ progress with onboarding to Dynamics 365 Business Central.
• Onboard new users with the Welcome banner: Learn about the banner that displays when a user signs into a new company for the first time.
• Onboarding experiences: As a partner, you can get your customers up to speed in a hurry with the right onboarding story. Learn about checklists and teaching tips in the onboarding framework.
• Recommend Apps: Curate a collection of Dynamics 365 apps that your customers can choose from with the Recommended Apps extension.
• Teaching tips and in-app tours for onboarding users: Learn about the teaching tips that you can apply to your Business Central to help users get started.
• Trials and sign-ups for Business Central online: Learn how to let prospects try out a Business Central trial, and how you can configure and extend their trial experience.

Videos and posts

Linked by a Haiku matcher with a grounding quote from the item’s summary (link/topics.ts); machine-generated.

• Why Onboarding Experiences are Important (video): “Customer self-service onboarding; Template-based setup approach; Partner-knowledge apps”
• The Human Aspect of Onboarding (video): “onboarding; user experience; new users; guidance; partner enablement”
• What’s New: Creating Customer Centric Onboarding Experiences (2023 release wave 2) (video): “onboarding; customer journey; personalization; trial experience; questionnaire”
• Overview of Customer and Partner Onboarding Journeys (video): “customer onboarding; partner-led experience; trial setup”

Business Central pages and reports

The pages, reports and queries this hub’s Learn pages name (ms.search.form, API reference), joined to the code by exact object id (data/index/docs-objects.json); a page shows the table it runs on.

• Page 4750 “Recommended Apps List” · captioned “Recommended Apps” · on Table 4750 “Recommended Apps”
• Page 4751 “Recommended App Card” · on Table 4750 “Recommended Apps”

Source: Microsoft Learn (CC BY 4.0). Descriptions are Learn’s own.