Set initial role before first sign-in for a better first-run experience
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Business Central. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
Enabled for | Public preview | General availability |
---|---|---|
Users, automatically | Sep 8, 2023 | Oct 2, 2023 |
Business value
Trial and onboarding experiences that are based on the sign-up context can pivot using prospect profiles to set the initial role for users when they sign up.
Feature details
By default, everyone who signs up for a trial version starts with the Business Manager (Evaluation) role center when they sign in for the first time. Now, partners can specify the role that's the best match for the user, which provides a better first-run experience. This mechanism also provides a better way to set user roles through code.
Tell us what you think
Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.