--- id: video/KQRT25igPTk type: video title: Guidelines for Using the Welcome Banner summary: "Guidelines for designing the Business Central welcome banner and its user checklists: banner wording, checklist structure, differences between evaluation and go-live checklists, and when to move extra items to assisted setup. Useful for partners customizing onboarding." tier: official language: en tags: - welcome banner - onboarding experience - user checklists - role center - evaluation checklist - go-live checklist - assisted setup - user guidance - customization guidelines system: administration review: state: reviewed by: opus at: "2026-10-07T23:08:08.436Z" flags: [] generated: at: "2026-10-13T00:32:41.360Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 0c5ff0c45f56096ef49b2498f39271d0c359ca71f5da2d3962adcea8f953f94c evidence: - kind: video url: https://www.youtube.com/watch?v=KQRT25igPTk&t=20s title: Guidelines for Using the Welcome Banner date: "2024-04-18T14:10:58.000Z" commit: null t: 20 quote: when the users arrived at the role Center in business Central the banner is there to greet them and to really um be this - kind: video url: https://www.youtube.com/watch?v=KQRT25igPTk&t=41s title: Guidelines for Using the Welcome Banner date: "2024-04-18T14:10:58.000Z" commit: null t: 41 quote: keep in mind to keep the welcome message short and clear and to make the user really discover and want to follow that call - kind: video url: https://www.youtube.com/watch?v=KQRT25igPTk&t=72s title: Guidelines for Using the Welcome Banner date: "2024-04-18T14:10:58.000Z" commit: null t: 72 quote: the checklist is really the main onboarding piece that allows you to surface the different onboarding components and orchestrate what the customer goes through - kind: video url: https://www.youtube.com/watch?v=KQRT25igPTk&t=112s title: Guidelines for Using the Welcome Banner date: "2024-04-18T14:10:58.000Z" commit: null t: 112 quote: the customer's patience and maybe even time is really short that's why we also have the little minute indicator on every task - kind: video url: https://www.youtube.com/watch?v=KQRT25igPTk&t=133s title: Guidelines for Using the Welcome Banner date: "2024-04-18T14:10:58.000Z" commit: null t: 133 quote: start with a smaller task first that gives them an understanding of business Central as well as a feeling of success and progression in - kind: video url: https://www.youtube.com/watch?v=KQRT25igPTk&t=204s title: Guidelines for Using the Welcome Banner date: "2024-04-18T14:10:58.000Z" commit: null t: 204 quote: it's really important that you consider the user's role and make the che checklist role oriented - kind: video url: https://www.youtube.com/watch?v=KQRT25igPTk&t=239s title: Guidelines for Using the Welcome Banner date: "2024-04-18T14:10:58.000Z" commit: null t: 239 quote: the checklist is designed for five six maybe seven and if you have more than that you can wrap those up in an assisted links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: KQRT25igPTk channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=KQRT25igPTk published_at: "2024-04-18T14:10:58.000Z" duration_s: 263 captions: full audience: - partner - functional consultant - administrator chapters: - t: 0 title: Introduction and welcome banner overview - t: 20 title: Banner design principles and checklist functionality - t: 52 title: Checklist structure and user navigation freedom - t: 92 title: Evaluation and trial checklist design - t: 133 title: Building user confidence and content variety - t: 173 title: Go-live checklist and role-oriented design - t: 219 title: Best practices for checklist scale and conclusion features: - name: Welcome banner status: unclear t: 20 verified: false status_source: video - name: User checklist status: unclear t: 52 verified: false status_source: video - name: Evaluation and trial checklist status: unclear t: 92 verified: false status_source: video - name: Go-live checklist status: unclear t: 173 verified: false status_source: video - name: Assisted setup status: unclear t: 219 verified: false status_source: video objects_mentioned: [] quotes: - t: 20 text: when the users arrived at the role Center in business Central the banner is there to greet them and to really um be this check: exact - t: 41 text: keep in mind to keep the welcome message short and clear and to make the user really discover and want to follow that call check: exact - t: 72 text: the checklist is really the main onboarding piece that allows you to surface the different onboarding components and orchestrate what the customer goes through check: exact - t: 112 text: the customer's patience and maybe even time is really short that's why we also have the little minute indicator on every task check: exact - t: 133 text: start with a smaller task first that gives them an understanding of business Central as well as a feeling of success and progression in check: exact - t: 204 text: it's really important that you consider the user's role and make the che checklist role oriented check: exact - t: 239 text: the checklist is designed for five six maybe seven and if you have more than that you can wrap those up in an assisted check: snapped --- # Guidelines for Using the Welcome Banner > Guidelines for designing the Business Central welcome banner and its user checklists: banner wording, checklist structure, differences between evaluation and go-live checklists, and when to move extra items to assisted setup. Useful for partners customizing onboarding. [Watch on YouTube](https://www.youtube.com/watch?v=KQRT25igPTk) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-18 · 4:23 · tier official · reviewed (checked by Opus) ## Overview The video explains how the welcome banner greets users on the role center and acts as the entry point to onboarding. The banner message should be short and clear so users want to follow the call to action. The user checklist behind it is the main onboarding piece and orchestrates what the customer goes through. It then covers how to shape checklists for two situations. Evaluation and trial checklists should be short, low in friction and free of complex tasks, because customer time is limited. Go-live checklists cover setup for real work, such as permissions and user setup, and should be role-oriented, pre-configured where possible and kept as short as possible. Checklists are meant for about five to seven items, and larger sets can go into assisted setup. ## Key points - The welcome banner greets users on arrival at the role center; keep its message short and clear. - The checklist is the main onboarding piece and surfaces the onboarding components the customer goes through. - Users can navigate freely and skip tasks to revisit later, so task order cannot always be guaranteed. - Evaluation and trial checklists should be short, avoid complex tasks, and show a minute indicator on each task. - Start with a smaller task first to give users an understanding of the product and a sense of success and progress. - Go-live checklists should be role-oriented, pre-configure as much as possible, and keep setup as short as possible. - Checklists are designed for five to seven items; wrap additional items into an assisted setup list. ## Chapters - [0:00](https://www.youtube.com/watch?v=KQRT25igPTk&t=0s) Introduction and welcome banner overview - [0:20](https://www.youtube.com/watch?v=KQRT25igPTk&t=20s) Banner design principles and checklist functionality - [0:52](https://www.youtube.com/watch?v=KQRT25igPTk&t=52s) Checklist structure and user navigation freedom - [1:32](https://www.youtube.com/watch?v=KQRT25igPTk&t=92s) Evaluation and trial checklist design - [2:13](https://www.youtube.com/watch?v=KQRT25igPTk&t=133s) Building user confidence and content variety - [2:53](https://www.youtube.com/watch?v=KQRT25igPTk&t=173s) Go-live checklist and role-oriented design - [3:39](https://www.youtube.com/watch?v=KQRT25igPTk&t=219s) Best practices for checklist scale and conclusion ## Features Every feature below: status not stated. | Feature | At | |---|---| | Welcome banner | [0:20](https://www.youtube.com/watch?v=KQRT25igPTk&t=20s) | | User checklist | [0:52](https://www.youtube.com/watch?v=KQRT25igPTk&t=52s) | | Evaluation and trial checklist | [1:32](https://www.youtube.com/watch?v=KQRT25igPTk&t=92s) | | Go-live checklist | [2:53](https://www.youtube.com/watch?v=KQRT25igPTk&t=173s) | | Assisted setup | [3:39](https://www.youtube.com/watch?v=KQRT25igPTk&t=219s) | ## Quotes - [0:20](https://www.youtube.com/watch?v=KQRT25igPTk&t=20s) "when the users arrived at the role Center in business Central the banner is there to greet them and to really um be this" - [0:41](https://www.youtube.com/watch?v=KQRT25igPTk&t=41s) "keep in mind to keep the welcome message short and clear and to make the user really discover and want to follow that call" - [1:12](https://www.youtube.com/watch?v=KQRT25igPTk&t=72s) "the checklist is really the main onboarding piece that allows you to surface the different onboarding components and orchestrate what the customer goes through" - [1:52](https://www.youtube.com/watch?v=KQRT25igPTk&t=112s) "the customer's patience and maybe even time is really short that's why we also have the little minute indicator on every task" - [2:13](https://www.youtube.com/watch?v=KQRT25igPTk&t=133s) "start with a smaller task first that gives them an understanding of business Central as well as a feeling of success and progression in" - [3:24](https://www.youtube.com/watch?v=KQRT25igPTk&t=204s) "it's really important that you consider the user's role and make the che checklist role oriented" - [3:59](https://www.youtube.com/watch?v=KQRT25igPTk&t=239s) "the checklist is designed for five six maybe seven and if you have more than that you can wrap those up in an assisted" Presenters (as heard): Sarah.