Overview of Customer and Partner Onboarding Journeys
Partner-led customer onboarding journey for Business Central: profiling prospects on a partner website, passing the profile into a personalized trial, loading an AppSource app, and using embedded buying to handle the CSP relationship and go-live. The video describes this as relatively new.
- Introduction to onboarding journeys
- Standard trial experience vs. partner-led journey
- Challenges with current prospect onboarding
- New digital experience approach overview
- Prospect profiling and signup process
- Partner-driven experience and personalization
- Embedded buying and go-live process
Overview
The video compares the standard trial that starts on dynamics.com with a partner-led onboarding journey. The standard trial does not give content that is as relevant as it could be, and buying requires establishing the CSP relationship first, which adds friction.
In the partner-led approach, the partner profiles the prospect on its own website (industry, business type, current systems) and redirects them to a personalized trial. The profile data is carried through signup and made available in Business Central. The partner can load a relevant AppSource app, build an embedded buying experience, and have customer data such as chart of accounts and posting groups loaded into the new company.
Key points
- The standard trial started on dynamics.com is described as not giving content as relevant as it could be.
- When a prospect comes through a partner, the partner first has to establish the CSP relationship, load Business Central, apps and configuration, then hand it over. This adds friction.
- Partners can profile prospects on their website (industry, type of business, current system such as Excel or a competing product), then redirect them to the signup at dynamics.com.
- The standard trial is spun up and an AppSource app chosen by the partner as most relevant is loaded.
- The profile outcome from the partner website is carried through the journey and is available in Business Central, so the experience can pivot on customer preferences.
- An embedded buying experience can handle the CSP part and take the prospect through onboarding into their own company.
- Data such as chart of accounts and posting groups can be loaded dynamically for the new company before go-live.
Features
Every feature below: status not stated.
| Feature | At |
|---|---|
| Prospect profiling on partner website | 2:01 |
| Dynamic AppSource app loading | 2:42 |
| Profile data carried through onboarding journey | 3:01 |
| Embedded buying experience | 3:41 |
| Dynamic data loading for new company | 4:01 |
Quotes
- 0:20 “the standard trial experience that you start on dynamics.com doesn’t really give you relevant content well not as relevant as it could be”
- 1:21 “you need to first establish the csp relationship that uh virtual paperwork that needs to happen where”
- 1:41 “we can remove the friction in that while still providing that same relevance for”
- 2:01 “to be able to give the most relevant experience you need to know something about that potential customer like for example what industry are”
- 3:01 “whatever the outcome of the profile was on your website is carried through that journey and is actually available in business Central”
- 3:21 “being able to be matched with the partner solution from day Zero is actually what’s taking place here it’s a partner-driven experience”
- 3:41 “dynamically load all the data that this customer needs in terms of chart of accounts and posting groups and”
Disclaimers in the video
- 1:41 preview: this is relatively new but there’s a way to create a digital experience
Presenters (as heard): Sarah, Cern.