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Guided tour that helps users find settings and personalization tools

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Important

This content is archived and is not being updated. For the latest documentation, go to What's new and planned for Dynamics 365 Business Central. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users, automatically Mar 1, 2022 Apr 1, 2022

Business value

Personalization is a powerful capability in Business Central. By being shown the options for personalization in a tour of the Role Center, the user is more likely to discover this capability early on so they can get productive with Business Central as fast as possible and decrease their onboarding time.

Feature details

Today, some roles can take a tour of their Home page, the Role Center, as the first task in their Get Started checklist. This tour will now be expanded with more steps to highlight where to find settings and options for personalization in the Settings menu. This is important, especially in non-evaluation companies where users want to dive into settings or change their role to a more relevant one.

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