Onboarding experiences in Business Central

Setting up Business Central for a customer usually involves manual setup from the partners' side. Often this setup time is spent on basic settings that do not provide additional value to the specific customer but are more generic and address the customer's industry or type of business. This is costly for the customer and can be a bottleneck for you as a partner.

Microsoft provides tools you can use to help speed up this process and enable the customer to more easily learn how to use the product and get to productive usage faster. This will save costs on the customer side and free up your consultants' time.

The onboarding framework in Business Central presents all users with a consistent onboarding experience when it comes to an introduction to the product itself. Partners can still use any other methodology that they prefer, but the tools in the onboarding framework provides a native experience.

Onboarding elements at your disposal

In the following sections you find descriptions of components you can use when authoring onboarding experiences for your customers along with guidance to where and how to use them.

• Banner

  For more information, see Onboard New Users with the Welcome Banner.

• The checklist

  For more information, see Get Users Started with the Checklist.

• Teaching tips and tours

  For information, see Teaching tips and in-app tours for onboarding users.

• Signup context

  For information, see Create customer centric onboarding experiences.

See also

Get Users Started with the Checklist
Onboard New Users with the Welcome Banner
Teaching tips and in-app tours for onboarding users
User Assistance Model
Contribute to the Help
Migrate On-Premises Data to Business Central Online