---
id: video/NwMLT-k6J6Q
type: video
title: "What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)"
summary: "Partner-driven onboarding in Business Central (2023 release wave 2): questionnaire-based trial personalization, onboarding checklists, assisted setup, spotlight tours, teaching tips, and the onboarding sample app on GitHub. Useful as evidence for how partners build customer-centric trial and go-live experiences."
tier: official
language: en
tags:
  - onboarding
  - customer journey
  - personalization
  - trial experience
  - questionnaire
  - partner-driven
  - checklist
  - role center
  - assisted setup
  - teaching tips
  - spotlight tour
  - excel integration
system: administration
review:
  state: reviewed
  by: opus
  at: "2026-10-07T23:15:50.406Z"
  flags: []
generated:
  at: "2026-10-07T23:15:50.448Z"
  pipeline: 0.2.0
  prompts:
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    summarize-video: 2
  input_hash: 2e815db323d11da02da1b417c2a3a84df9e073b4f3707106ffa52d716c94a3c4
evidence:
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    url: https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=81s
    title: "What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)"
    date: "2023-11-14T16:26:27.000Z"
    commit: null
    t: 81
    quote: the vision is simply that any customer can find explore and start using business Central plus add-on apps by themselves
  - kind: video
    url: https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=121s
    title: "What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)"
    date: "2023-11-14T16:26:27.000Z"
    commit: null
    t: 121
    quote: it's super important that we match and Prospects and customers are matched with Partners the right partners and the right solutions from day one
  - kind: video
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    title: "What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)"
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    commit: null
    t: 155
    quote: our onboarding philosophy is not to drag all users through all setup now it is to template as much as possible and then let
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    commit: null
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    quote: you have domain knowledge and you have things that you do over and over again and that work that you do over and over
  - kind: video
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    title: "What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)"
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    quote: to be able to give the most relevant experience you need to know something about that potential customer like for example what industry are
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    title: "What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)"
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    commit: null
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    quote: we then store the information from the questionnaire the answers in a system table inside business Central and you can use those before the
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    quote: the combination of these choices imply a collection of onboarding elements checklist tasks Banner rooll Center what have you in a coherent experience
  - kind: video
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    commit: null
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    quote: we create the environment with the standard trial on top but we add your special sauce we add your appsource app and its dependencies
  - kind: video
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    quote: this checklist is not intended to be the great checklist for you to onboard a customer but it's intended to give you inspiration
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    quote: call the assisted setup list page but it's filtered now only to contain my setup elements and that's a great way
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    quote: I want to show a great Spotlight tour that that's Spotlight the Excel integration capabilities
  - kind: video
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    quote: the new thing here is you see the teating tip popping up for the request page for the report request page educating me about
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    quote: this app that I loaded here is available on GitHub is the onboarding sample app and you can go Fork it today
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    commit: null
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    quote: at the role center in business central the banner is there to greet them
  - kind: video
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    quote: the user can move and navigate freely between the tasks and might even skip some of them to revisit them later
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    quote: consider the difference between a checklist for the aval trial situation where um you want the you you want the users to experience the
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    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
  - kind: video
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    title: "What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)"
    date: "2023-11-14T16:26:27.000Z"
    commit: null
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    quote: Spotlight tours are a really powerful way of showing some of the key selling points in business Central such as teams and Excel
  - kind: video
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    title: "What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)"
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    quote: you can start right away with forking the sample app that's on GitHub so look for onboarding sample app for GitHub
  - kind: video
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    title: "What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)"
    date: "2023-11-14T16:26:27.000Z"
    commit: null
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    quote: use application insights to track telemetry it's not hard to set up it's super cheap
links:
  learn: []
  objects: []
  features: []
  topics: []
  localizations: []
  videos: []
  posts: []
  guidelines: []
video_id: NwMLT-k6J6Q
channel: yt-microsoft
source_name: Microsoft Dynamics 365 Business Central (YouTube)
url: https://www.youtube.com/watch?v=NwMLT-k6J6Q
published_at: "2023-11-14T16:26:27.000Z"
duration_s: 2290
captions: full
audience:
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  - developer
  - functional consultant
  - decision maker
chapters:
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  - t: 101
    title: Four pillars of onboarding strategy
  - t: 269
    title: Human-centered onboarding philosophy
  - t: 364
    title: Current and improved customer journeys
  - t: 499
    title: Partner-driven onboarding workflow and architecture
  - t: 671
    title: Demo of questionnaire-driven personalized onboarding
  - t: 889
    title: Onboarding checklist elements and video guidance
  - t: 931
    title: Assisted setup and just-in-time data loading
  - t: 1053
    title: Excel integration tours and report layouts
  - t: 1174
    title: Teaching tips, analysis mode, and onboarding sample app
  - t: 1315
    title: Implementation patterns and key events
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  - t: 1938
    title: Teaching tips best practices and actionable error handling
  - t: 2070
    title: Building onboarding apps, signup context and implementation
  - t: 2168
    title: Telemetry, application insights and resources
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    t: 499
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    t: 539
    verified: false
    status_source: video
  - name: System table for questionnaire data storage
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    t: 631
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    status_source: video
  - name: Embedded CSP buying experience
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    status_source: video
  - name: Cohesive single-experience trial launch
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    t: 671
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    status_source: video
  - name: Assisted setup with filtering by category
    status: unclear
    t: 931
    verified: false
    status_source: video
  - name: Spotlight tour for Excel integration
    status: unclear
    t: 1053
    verified: false
    status_source: video
  - name: Report request page teaching tips
    status: unclear
    t: 1093
    verified: false
    status_source: video
  - name: Excel-based report layouts
    status: unclear
    t: 1113
    verified: false
    status_source: video
  - name: Teaching tips with markdown and links
    status: unclear
    t: 1174
    verified: false
    status_source: video
  - name: Analysis mode with teaching tips
    status: unclear
    t: 1195
    verified: false
    status_source: video
  - name: Analysis sharing and copying
    status: unclear
    t: 1215
    verified: false
    status_source: video
  - name: Onboarding sample app on GitHub
    status: unclear
    t: 1295
    verified: false
    status_source: video
  - name: Custom role center loading with user context
    status: unclear
    t: 1315
    verified: false
    status_source: video
  - name: Welcome banner text customization
    status: unclear
    t: 1336
    verified: false
    status_source: video
  - name: Just-in-time data loading with clarification
    status: unclear
    t: 931
    verified: false
    status_source: video
  - name: Banner welcome message on role center
    status: unclear
    t: 1574
    verified: false
    status_source: video
  - name: Onboarding checklist
    status: unclear
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    verified: false
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  - name: Evaluation and trial checklists
    status: unclear
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    status_source: video
  - name: Go-live checklists
    status: unclear
    t: 1740
    verified: false
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  - name: Assisted setup list
    status: unclear
    t: 1780
    verified: false
    status_source: video
  - name: Spotlight tours
    status: unclear
    t: 1800
    verified: false
    status_source: video
  - name: Teaching tips
    status: unclear
    t: 1881
    verified: false
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  - name: Actionable errors
    status: unclear
    t: 2010
    verified: false
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  - name: Signup context and website profiling
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  - name: Application Insights telemetry
    status: unclear
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objects_mentioned:
  - table system table
  - page assisted setup list
  - other open assisted setup function
  - other guide experience item
  - other role center
  - other onboarding sample app
quotes:
  - t: 81
    text: the vision is simply that any customer can find explore and start using business Central plus add-on apps by themselves
    check: exact
  - t: 121
    text: it's super important that we match and Prospects and customers are matched with Partners the right partners and the right solutions from day one
    check: exact
  - t: 155
    text: our onboarding philosophy is not to drag all users through all setup now it is to template as much as possible and then let
    check: exact
  - t: 175
    text: you have domain knowledge and you have things that you do over and over again and that work that you do over and over
    check: exact
  - t: 519
    text: to be able to give the most relevant experience you need to know something about that potential customer like for example what industry are
    check: exact
  - t: 651
    text: we then store the information from the questionnaire the answers in a system table inside business Central and you can use those before the
    check: exact
  - t: 768
    text: the combination of these choices imply a collection of onboarding elements checklist tasks Banner rooll Center what have you in a coherent experience
    check: exact
  - t: 829
    text: we create the environment with the standard trial on top but we add your special sauce we add your appsource app and its dependencies
    check: exact
  - t: 889
    text: this checklist is not intended to be the great checklist for you to onboard a customer but it's intended to give you inspiration
    check: exact
  - t: 952
    text: call the assisted setup list page but it's filtered now only to contain my setup elements and that's a great way
    check: exact
  - t: 1053
    text: I want to show a great Spotlight tour that that's Spotlight the Excel integration capabilities
    check: exact
  - t: 1113
    text: the new thing here is you see the teating tip popping up for the request page for the report request page educating me about
    check: exact
  - t: 1315
    text: this app that I loaded here is available on GitHub is the onboarding sample app and you can go Fork it today
    check: exact
  - t: 1574
    text: at the role center in business central the banner is there to greet them
    check: fuzzy
  - t: 1627
    text: the user can move and navigate freely between the tasks and might even skip some of them to revisit them later
    check: exact
  - t: 1647
    text: consider the difference between a checklist for the aval trial situation where um you want the you you want the users to experience the
    check: exact
  - t: 1780
    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: exact
  - t: 1800
    text: Spotlight tours are a really powerful way of showing some of the key selling points in business Central such as teams and Excel
    check: exact
  - t: 2070
    text: you can start right away with forking the sample app that's on GitHub so look for onboarding sample app for GitHub
    check: snapped
  - t: 2168
    text: use application insights to track telemetry it's not hard to set up it's super cheap
    check: exact
---

# What's New: Creating Customer Centric Onboarding Experiences (2023 release wave 2)

> Partner-driven onboarding in Business Central (2023 release wave 2): questionnaire-based trial personalization, onboarding checklists, assisted setup, spotlight tours, teaching tips, and the onboarding sample app on GitHub. Useful as evidence for how partners build customer-centric trial and go-live experiences.

[Watch on YouTube](https://www.youtube.com/watch?v=NwMLT-k6J6Q) · Microsoft Dynamics 365 Business Central (YouTube) · 2023-11-14 · 38:10 · tier official · reviewed (checked by Opus)

## Overview

The session presents a vision in which any customer can find, explore and start using Business Central plus add-on apps by themselves, and in which prospects are matched with the right partner and solution from day one. It describes a partner-driven workflow: a questionnaire on the partner's website profiles the prospect, the answers are stored in a system table in Business Central, and the trial is created with the standard trial plus the partner's AppSource app and its dependencies.

The demos cover the building blocks of the experience: a custom role center, a welcome banner, an onboarding checklist, assisted setup filtered to a custom category, just-in-time data loading, Excel spotlight tours, Excel report layouts, teaching tips on report request pages, and analysis mode. The session also gives design guidance for trial versus go-live checklists, points to the onboarding sample app on GitHub, and recommends Application Insights for telemetry.

## Key points

- Questionnaire answers from a partner website are stored in a system table in Business Central, available before sign-in, so apps can change the experience based on the prospect profile.
- The trial is built as the standard trial plus the partner's AppSource app and dependencies. The partner configures which apps load for which profile combinations.
- Checklists are designed for five to seven items. Users can navigate freely and skip tasks, so order is not guaranteed. If there are more items, wrap them up in an assisted setup.
- Trial and evaluation checklists should be short, low-friction and show minute indicators. Go-live checklists should be role-oriented, preconfigured as far as possible and free of irrelevant tasks.
- Assisted setup can be opened filtered to a custom category by calling the open assisted setup function from a guide experience item.
- Teaching tips should focus on about three key elements with brief text. They support markdown and links, and they cannot prescribe business processes.
- Spotlight tours currently focus on Teams and Excel features. The onboarding sample app on GitHub can be forked as a starting template.

## Chapters

- [0:00](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=0s) Business problem and onboarding vision
- [1:41](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=101s) Four pillars of onboarding strategy
- [4:29](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=269s) Human-centered onboarding philosophy
- [6:04](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=364s) Current and improved customer journeys
- [8:19](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=499s) Partner-driven onboarding workflow and architecture
- [11:11](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=671s) Demo of questionnaire-driven personalized onboarding
- [14:49](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=889s) Onboarding checklist elements and video guidance
- [15:31](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=931s) Assisted setup and just-in-time data loading
- [17:33](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1053s) Excel integration tours and report layouts
- [19:34](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1174s) Teaching tips, analysis mode, and onboarding sample app
- [21:55](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1315s) Implementation patterns and key events
- [24:16](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1456s) Best practices, banner design and trial vs go-live considerations
- [29:00](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1740s) Go-live checklists, spotlight tours and teaching tips
- [32:18](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1938s) Teaching tips best practices and actionable error handling
- [34:30](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=2070s) Building onboarding apps, signup context and implementation
- [36:08](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=2168s) Telemetry, application insights and resources

## Features

| Feature | Status | At |
|---|---|---|
| Questionnaire-driven trial personalization | status not stated, demoed | [8:19](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=499s) |
| App loading based on prospect profile | status not stated, demoed | [8:59](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=539s) |
| System table for questionnaire data storage | status not stated | [10:31](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=631s) |
| Embedded CSP buying experience | status not stated | [9:59](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=599s) |
| Cohesive single-experience trial launch | status not stated, demoed | [11:11](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=671s) |
| Assisted setup with filtering by category | status not stated, demoed | [15:31](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=931s) |
| Spotlight tour for Excel integration | status not stated, demoed | [17:33](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1053s) |
| Report request page teaching tips | status not stated, demoed | [18:13](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1093s) |
| Excel-based report layouts | status not stated, demoed | [18:33](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1113s) |
| Teaching tips with markdown and links | status not stated, demoed | [19:34](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1174s) |
| Analysis mode with teaching tips | status not stated, demoed | [19:55](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1195s) |
| Analysis sharing and copying | status not stated, demoed | [20:15](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1215s) |
| Onboarding sample app on GitHub | status not stated, demoed | [21:35](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1295s) |
| Custom role center loading with user context | status not stated, demoed | [21:55](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1315s) |
| Welcome banner text customization | status not stated, demoed | [22:16](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1336s) |
| Just-in-time data loading with clarification | status not stated, demoed | [15:31](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=931s) |
| Banner welcome message on role center | status not stated, demoed | [26:14](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1574s) |
| Onboarding checklist | status not stated, demoed | [26:47](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1607s) |
| Evaluation and trial checklists | status not stated, demoed | [27:27](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1647s) |
| Go-live checklists | status not stated, demoed | [29:00](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1740s) |
| Assisted setup list | status not stated, demoed | [29:40](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1780s) |
| Spotlight tours | status not stated, demoed | [30:00](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1800s) |
| Teaching tips | status not stated, demoed | [31:21](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1881s) |
| Actionable errors | status not stated | [33:30](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=2010s) |
| Signup context and website profiling | status not stated, demoed | [34:51](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=2091s) |
| Application Insights telemetry | status not stated | [36:08](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=2168s) |

## AL objects mentioned

As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.

- table "system table" at [10:51](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=651s)
- page "assisted setup list" at [15:52](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=952s)
- other "open assisted setup function" at [23:41](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1421s)
- other "guide experience item" at [23:41](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1421s)
- other "role center" at [22:16](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1336s)
- other "onboarding sample app" at [34:51](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=2091s)

Not found in BC28-30: table "system table", page "assisted setup list".

## Quotes

- [1:21](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=81s) "the vision is simply that any customer can find explore and start using business Central plus add-on apps by themselves"
- [2:01](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=121s) "it's super important that we match and Prospects and customers are matched with Partners the right partners and the right solutions from day one"
- [2:35](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=155s) "our onboarding philosophy is not to drag all users through all setup now it is to template as much as possible and then let"
- [2:55](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=175s) "you have domain knowledge and you have things that you do over and over again and that work that you do over and over"
- [8:39](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=519s) "to be able to give the most relevant experience you need to know something about that potential customer like for example what industry are"
- [10:51](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=651s) "we then store the information from the questionnaire the answers in a system table inside business Central and you can use those before the"
- [12:48](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=768s) "the combination of these choices imply a collection of onboarding elements checklist tasks Banner rooll Center what have you in a coherent experience"
- [13:49](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=829s) "we create the environment with the standard trial on top but we add your special sauce we add your appsource app and its dependencies"
- [14:49](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=889s) "this checklist is not intended to be the great checklist for you to onboard a customer but it's intended to give you inspiration"
- [15:52](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=952s) "call the assisted setup list page but it's filtered now only to contain my setup elements and that's a great way"
- [17:33](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1053s) "I want to show a great Spotlight tour that that's Spotlight the Excel integration capabilities"
- [18:33](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1113s) "the new thing here is you see the teating tip popping up for the request page for the report request page educating me about"
- [21:55](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1315s) "this app that I loaded here is available on GitHub is the onboarding sample app and you can go Fork it today"
- [26:14](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1574s) "at the role center in business central the banner is there to greet them"
- [27:07](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1627s) "the user can move and navigate freely between the tasks and might even skip some of them to revisit them later"
- [27:27](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1647s) "consider the difference between a checklist for the aval trial situation where um you want the you you want the users to experience the"
- [29:40](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1780s) "the checklist is designed for five six maybe seven and if you have more than that you can wrap those up in an assisted"
- [30:00](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1800s) "Spotlight tours are a really powerful way of showing some of the key selling points in business Central such as teams and Excel"
- [34:30](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=2070s) "you can start right away with forking the sample app that's on GitHub so look for onboarding sample app for GitHub"
- [36:08](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=2168s) "use application insights to track telemetry it's not hard to set up it's super cheap"

## Disclaimers in the video

- [18:33](https://www.youtube.com/watch?v=NwMLT-k6J6Q&t=1113s) preview: the new thing here is you see the teating tip popping up for the request page for the report request page

Presenters (as heard): Sarah, Cern, San, Turn.