Enhance onboarding and user experience for Fraud Protection customers
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | 
Oct 22, 2020 |
Feb 24, 2021 |
Business value
To further streamline first-time and ongoing use of the portal, we introduced an updated experience for the home page and added feature-specific guided tours. The new home page has tiles for each assessment. From there you can select tours that cover features such as creating rules, generating your first loss prevention report, and more. Each tour guides you through the portal and explains the use cases and high-level tips for getting started with the feature.
The new home page will then include a static list of steps for onboarding onto each assessment, as well as general admin tasks. Lastly, the home page also contains links to documentation and the Ideas portal. With the Ideas portal, you can engage with the Dynamics 365 Fraud Protection community and make your mark on the product by submitting and voting on new feature requests.
Feature details
The way we organize content on a site defines its identity and helps users find the information they’re looking for and process that information meaningfully and intuitively. To that end, we introduced new groupings for our assessments and features. Each assessment aligns to a fraud category and has features that are unique to the category available underneath as tabs. Features that are shared across multiple assessments are grouped under Data and Settings. Under Data, you can find everything relevant for data exploration, ingress, and egress. Under Settings, you can find admin and service management-related features such as metering and user access.
See also
What's new in Dynamics 365 Fraud Protection October 2020 release (docs)