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- Learn how to set up onboarding experiences in Dynamics 365 Business Central.
This module explains how to:
- Use an onboarding checklist to accomplish tasks.
- Create or modify an onboarding checklist.
- Identify best practices for completing the onboarding process for a customer and/or a user.
- Create a Role Center page for Microsoft Dynamics 365 Business Central and learn how it's constructed.
In this module, you'll:
- Create a Role Center page.
- Create an activity page with a Cue table.
- Create My pages.
- Create a HeadlinePart page.
- Assisted Setup guides you in configuring Business Central. Do you want to learn how you can integrate with the Assisted Setup feature and create your own wizard pages? If so, this module explains that process.
This module explains how to:
- Use Assisted Setup.
- Create wizard pages.
- Integrate with the Assisted Setup feature.
- Discover how to create, send, and enhance user interactions through notifications in this comprehensive guide in Dynamics 365 Business Central.
In this module, you'll:
- Identify the differences between modal and non-modal messages.
- Create notifications.
- Send notifications.
- Add actions to a notification.
- Pass data by using notifications.
- Do you want to further customize the UI experience for a user? Do you want to be able to add your pages and reports to the search functionality? In this module, you'll learn how to create page customizations for specific user profiles and extend the application areas.
In this module, you'll:
- Add objects to the search dialog.
- Create page customizations.
- Define profiles that are linked to a Role Center and page customizations.
- Create custom views.
- Extend the application areas in Business Central.
