--- id: video/PrGBqzTDsLw type: video title: Profiling Your Customers summary: "Profiling customers for Business Central trial onboarding: a website questionnaire stores answers in a system table, and those answers drive AppSource apps, role center, welcome banner, checklist, assisted setup, teaching tips and Excel layouts. A sample onboarding app on GitHub is shown as a template." tier: official language: en tags: - customer profiling - trial onboarding - questionnaire - appsource apps - checklist tasks - assisted setup - teaching tips - excel layouts - analysis mode - role centers system: crm review: state: reviewed by: opus at: "2026-10-07T23:08:21.271Z" flags: [] generated: at: "2026-10-07T23:08:21.318Z" pipeline: 0.2.0 prompts: extract-video: 1 summarize-video: 2 input_hash: 2b095f1327f5d655b65293a1fc2f6da344cdf27c636aecc41e047c43092ea5b6 evidence: - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=42s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 42 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 - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=147s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 147 quote: It means that the combination of these choices imply a collection of onboarding elements, checklist tasks, banner, role center, what have you, in a - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=191s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 191 quote: And then, the important part here is that all of that context, where you came from, the outcome of the questionnaire, is passed along - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=269s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 269 quote: So, we're going to talk through some of the onboarding elements in this checklist. This checklist is not intended to be the great checklist - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=688s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 688 quote: Now, the great thing about what you just saw here is that this app that I loaded here is available on GitHub. It's the - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=715s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 715 quote: Well, first of all, we loaded a customer role center. There's a few things that's important for doing that. So, we loaded a customer - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=797s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 797 quote: Branch off checklists to do more elaborate setups. You saw me uh opening the assisted setup list filtered to your custom category, and you - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=797s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 797 quote: filtered to your custom category, and you do that by calling the open assisted setup function in the guide experience item. - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=879s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 879 quote: with other teaching tips, you can use the about title and about text properties to do that in AL. - kind: video url: https://www.youtube.com/watch?v=PrGBqzTDsLw&t=929s title: Profiling Your Customers date: "2024-04-18T14:00:03.000Z" commit: null t: 929 quote: To learn more, visit aka.ms/bconboarding. links: learn: [] objects: [] features: [] topics: [] localizations: [] videos: [] posts: [] guidelines: [] video_id: PrGBqzTDsLw channel: yt-microsoft source_name: Microsoft Dynamics 365 Business Central (YouTube) url: https://www.youtube.com/watch?v=PrGBqzTDsLw published_at: "2024-04-18T14:00:03.000Z" duration_s: 942 captions: full audience: - partner - developer - functional consultant chapters: - t: 0 title: Overview of customer profiling and questionnaire flow - t: 42 title: How customer data is stored and used in Business Central - t: 108 title: Selecting solutions based on customer choices - t: 175 title: Trial sign-up and AppSource app integration - t: 226 title: Onboarding checklist and assisted setup elements - t: 355 title: Excel integration and data import workflows - t: 475 title: Reports with Excel layouts and teaching tips - t: 607 title: Analysis mode, query objects, and onboarding conclusion - t: 688 title: Technical implementation and event subscriptions - t: 792 title: Best practices and recommendations for onboarding features: - name: Customer questionnaire on website status: unclear t: 14 verified: false status_source: video - name: System table storage of questionnaire answers status: unclear t: 42 verified: false status_source: video - name: Dynamic AppSource app loading based on customer profile status: unclear t: 134 verified: false status_source: video - name: Customer role center assignment before sign-in status: unclear t: 715 verified: false status_source: video - name: Welcome banner personalization status: unclear t: 740 verified: false status_source: video - name: Onboarding checklist tasks status: unclear t: 252 verified: false status_source: video - name: Assisted setup with custom categories status: unclear t: 303 verified: false status_source: video - name: Teaching tips with markdown support status: unclear t: 572 verified: false status_source: video - name: Report request page teaching tips status: unclear t: 475 verified: false status_source: video - name: Excel layouts for reports status: unclear t: 488 verified: false status_source: video - name: Spotlight tour for Excel and Teams integration status: unclear t: 438 verified: false status_source: video - name: Teaching tips on query objects in analysis mode status: unclear t: 583 verified: false status_source: video - name: Analysis duplication and link sharing status: unclear t: 619 verified: false status_source: video - name: Onboarding sample app on GitHub status: unclear t: 688 verified: false status_source: video objects_mentioned: - page assisted setup list page - page guide experience item - query query objects quotes: - t: 42 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: 147 text: It means that the combination of these choices imply a collection of onboarding elements, checklist tasks, banner, role center, what have you, in a check: exact - t: 191 text: And then, the important part here is that all of that context, where you came from, the outcome of the questionnaire, is passed along check: exact - t: 269 text: So, we're going to talk through some of the onboarding elements in this checklist. This checklist is not intended to be the great checklist check: exact - t: 688 text: Now, the great thing about what you just saw here is that this app that I loaded here is available on GitHub. It's the check: exact - t: 715 text: Well, first of all, we loaded a customer role center. There's a few things that's important for doing that. So, we loaded a customer check: exact - t: 797 text: Branch off checklists to do more elaborate setups. You saw me uh opening the assisted setup list filtered to your custom category, and you check: exact - t: 797 text: filtered to your custom category, and you do that by calling the open assisted setup function in the guide experience item. check: exact - t: 879 text: with other teaching tips, you can use the about title and about text properties to do that in AL. check: exact - t: 929 text: To learn more, visit aka.ms/bconboarding. check: exact --- # Profiling Your Customers > Profiling customers for Business Central trial onboarding: a website questionnaire stores answers in a system table, and those answers drive AppSource apps, role center, welcome banner, checklist, assisted setup, teaching tips and Excel layouts. A sample onboarding app on GitHub is shown as a template. [Watch on YouTube](https://www.youtube.com/watch?v=PrGBqzTDsLw) · Microsoft Dynamics 365 Business Central (YouTube) · 2024-04-18 · 15:42 · tier official · reviewed (checked by Opus) ## Overview The video shows how a partner can tailor a Business Central trial to each prospect. A questionnaire on the partner's website collects interests, current systems and company size. The answers are stored in a system table inside Business Central, and the combination of choices selects a set of onboarding elements. ## Key points - Questionnaire answers are stored in a system table in Business Central, and can be used before the user signs in. - Different AppSource apps and solutions can be loaded during trial setup based on the combination of answers. - A customer role center can be loaded, attached to a role and set for the current user before sign-in, and the welcome banner text can be changed, by subscribing to the relevant events shown in the sample app. - Checklist tasks lead the first experience with videos, setup steps and calls to action. The presenter says the sample checklist is an example for inspiration, not a template to copy as is. - The assisted setup list can be filtered to a custom category by calling the open assisted setup function in the guide experience item, so customers see only setup steps relevant to the solution. - Teaching tips support markdown (bold, italics) and links, are set with the about title and about text properties in AL, and can be added to report request pages and to query objects opened in analysis mode. - Reports can ship with Excel layouts that refresh data and graphs on print. A sample onboarding app on GitHub can be forked, and more is at aka.ms/bconboarding. ## Chapters - [0:00](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=0s) Overview of customer profiling and questionnaire flow - [0:42](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=42s) How customer data is stored and used in Business Central - [1:48](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=108s) Selecting solutions based on customer choices - [2:55](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=175s) Trial sign-up and AppSource app integration - [3:46](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=226s) Onboarding checklist and assisted setup elements - [5:55](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=355s) Excel integration and data import workflows - [7:55](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=475s) Reports with Excel layouts and teaching tips - [10:07](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=607s) Analysis mode, query objects, and onboarding conclusion - [11:28](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=688s) Technical implementation and event subscriptions - [13:12](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=792s) Best practices and recommendations for onboarding ## Features | Feature | Status | At | |---|---|---| | Customer questionnaire on website | status not stated, demoed | [0:14](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=14s) | | System table storage of questionnaire answers | status not stated | [0:42](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=42s) | | Dynamic AppSource app loading based on customer profile | status not stated, demoed | [2:14](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=134s) | | Customer role center assignment before sign-in | status not stated, demoed | [11:55](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=715s) | | Welcome banner personalization | status not stated, demoed | [12:20](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=740s) | | Onboarding checklist tasks | status not stated, demoed | [4:12](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=252s) | | Assisted setup with custom categories | status not stated, demoed | [5:03](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=303s) | | Teaching tips with markdown support | status not stated, demoed | [9:32](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=572s) | | Report request page teaching tips | status not stated, demoed | [7:55](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=475s) | | Excel layouts for reports | status not stated, demoed | [8:08](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=488s) | | Spotlight tour for Excel and Teams integration | status not stated, demoed | [7:18](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=438s) | | Teaching tips on query objects in analysis mode | status not stated, demoed | [9:43](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=583s) | | Analysis duplication and link sharing | status not stated, demoed | [10:19](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=619s) | | Onboarding sample app on GitHub | status not stated, demoed | [11:28](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=688s) | ## 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. - page "assisted setup list page" at [5:31](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=331s) - page "guide experience item" at [13:17](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=797s) - query "query objects" at [15:16](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=916s) Not found in BC28-30: page "assisted setup list page", page "guide experience item", query "query objects". ## Quotes - [0:42](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=42s) "We then store the information from the questionnaire, the answers in a system table inside Business Central and you can use those before the" - [2:27](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=147s) "It means that the combination of these choices imply a collection of onboarding elements, checklist tasks, banner, role center, what have you, in a" - [3:11](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=191s) "And then, the important part here is that all of that context, where you came from, the outcome of the questionnaire, is passed along" - [4:29](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=269s) "So, we're going to talk through some of the onboarding elements in this checklist. This checklist is not intended to be the great checklist" - [11:28](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=688s) "Now, the great thing about what you just saw here is that this app that I loaded here is available on GitHub. It's the" - [11:55](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=715s) "Well, first of all, we loaded a customer role center. There's a few things that's important for doing that. So, we loaded a customer" - [13:17](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=797s) "Branch off checklists to do more elaborate setups. You saw me uh opening the assisted setup list filtered to your custom category, and you" - [13:17](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=797s) "filtered to your custom category, and you do that by calling the open assisted setup function in the guide experience item." - [14:39](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=879s) "with other teaching tips, you can use the about title and about text properties to do that in AL." - [15:29](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=929s) "To learn more, visit aka.ms/bconboarding." ## Disclaimers in the video - [7:55](https://www.youtube.com/watch?v=PrGBqzTDsLw&t=475s) preview: So, we also added new things in this release. So, if I start now, and this is actually is a report that I'm starting. Presenters (as heard): Søren.