BC Observatoryunofficial, made by waldo
videoAL Developmentofficial - Microsoftreviewed - checked by Opus

Use Teaching Tips to Educate and Guide Users

Teaching tips in Business Central: how to write them for users on a page, and how they relate to documentation and tours. Guidance covers keeping tips brief, limiting them to the three most important things, and that page order sets their sequence.

Open in Claude2Zz55J8rt8I.md
  1. 0:00 Introduction to Teaching Tips
  2. 0:20 Creating Effective Teaching Tips Content
  3. 0:41 Teaching Tips vs Documentation
  4. 0:56 Using Tours with Teaching Tips
  5. 1:17 Sequencing and Page Layout
  6. 1:38 Best Practices: Keep It Brief
  7. 1:54 Conclusion and Resources
video Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-18Watch on YouTube

Overview

This 2-minute video from the Dynamics 365 Business Central channel (published 2024-04-18) explains how to use teaching tips to tell users what they can do on a page. A tip should state the key value of the page, as if introducing it in one sentence, rather than explain how to use it.

It also covers how teaching tips differ from documentation, how tours with teaching tips can point to specific actions or fields, and how the order of tips follows the page layout from top to bottom. The main advice is to keep tips short and few, because users may skip them if there are too many.

Key points

  • Use teaching tips to educate users about what they can do on a particular page.
  • Keep each tip brief and state the key value of the page as if introducing it in one sentence.
  • Focus on the page’s value, not on how to use it; users can find relevant documentation for that.
  • Teaching tips cannot be used to prescribe a business process.
  • Tip sequence is controlled by the order they appear on the page, top to bottom.
  • Limit tips to the three most important things; too many may be skipped or ignored.
  • Tours with teaching tips can point to particular actions or fields and explain them, which helps users discover key elements.

Features

Every feature below: status not stated.

Feature At
Teaching Tips 0:20
Tours with Teaching Tips 0:56

Quotes

  • 0:20 “teaching tips are a valuable method for educating users about what they can do in a particular particular page”
  • 0:20 “be brief make sure the user understands the key value of the page as if you would introduce it in one sentence”
  • 0:56 “you can’t use teaching tips to prescribe a certain business process”
  • 1:17 “the sequence of the teaching tips is controlled by the order they appear on the page top to bottom”
  • 1:38 “shorter and fewer tips is usually better if you try to communicate too much”
  • 1:54 “narrow it down and think about the three most important things us just really need to discover and understand”

Presenters (as heard): Sarah.