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Using the Spotlight Tour Element in Onboarding

Spotlight tour element in Business Central onboarding: a two-step pattern that introduces a page and points to an action, so users can try Teams and Excel features. Developers choose which pages use it. Clip from the 2023 release wave 2 launch event.

Open in Claude5GD8S3XzQmA.md
  1. 0:00 Introduction to Spotlight Tours
  2. 0:17 Benefits and Power of Spotlight Tours
  3. 0:37 Current Scope and Page Selection
  4. 0:58 First and Second Step Configuration
  5. 1:18 Closing and Resources
video Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-18Watch on YouTube

Overview

The video explains the spotlight tour element as a way to show key selling points of Business Central, currently Teams and Excel. It lets users discover a feature and try it in two steps.

The first step is introduction text that explains the value of the page, helping users who are new to it. The second step points to an action where the user can try the feature. Developers decide which pages get a tour. The clip comes from a launch event video for 2023 release wave 2 and the presenter says it is equally relevant today.

Key points

  • Spotlight tours currently focus on Teams and Excel features.
  • The pattern has two steps: an introduction text explaining the value of the page, then a pointer to an action the user can try.
  • Developers decide which of their pages should call out a spotlight tour.
  • Use a spotlight tour on a page where the Teams or Excel feature is relevant.
  • It is meant to help users who are new to a page know where they are.
  • The source is a clip from the 2023 release wave 2 launch event, described as still relevant.
  • More information: aka.ms/BConboarding.

Features

Every feature below: status not stated.

Feature At
Spotlight Tour Element 0:00
Two-Step Spotlight Tour Pattern 0:17

Quotes

  • 0:17 “Spotlight tours are a really powerful way of showing some of the key selling points in business Central such as teams and Excel”
  • 0:17 “it allows users not only to discover it but actually go and try it out with just two steps”
  • 0:37 “Spotlight tours are all about teams and Excel what is up to you to decide is on which Pages you want to call out”
  • 0:58 “when you’re at a new place it’s sometimes a little difficult to know where you are so give a little hand there and introduce”
  • 0:58 “you can use the introduction text on the first step to explain the value it brings on that particular page”
  • 1:18 “about pointing uh to that action where the user can go and try it out to learn more”

Disclaimers in the video

  • 0:00 subject-to-change: it’s a clip from a launch event video for 2023 release Wave 2 but it’s equally relevant today

Presenters (as heard): Sarah.