Set up onboarding experiences in Dynamics 365 Business Central
If you need to set up an onboarding experience in Dynamics 365 Business Central, this module shows you how to do so and the best ways to do it. Microsoft provides tools that you can use to help accelerate the onboarding process and help customers learn how to use the product and quickly realize productive usage.
Learning objectives
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.
Prerequisites
Basic Dynamics 365 Business Central developer experience