What’s up guys? Welcome back to A Shot of Business Central and A Beer, the podcast that is all about Microsoft’s most popular ERP software, Business Central. Today’s episode is our Thanksgiving Special. So, after we talk about the latest Business Central news, chat with Ryan McBee from iSolutions, and take a look at Onboarding Help in Business Central, we’re going to tell you some things that we’re thankful for.
0:00 Podcast Opening
0:25 Intro and Beer Choice
7:37 Business Central News
25:48 Business Central Onboarding Features
42:04 iSolutions Ryan McBee Interview
1:02:07 Thank you for listening!
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A Shot of Business Central and A Beer Podcast Show Notes
This Episodes Beer Choice
Ken's rating: 84
Michael's rating: 81
Score is 77 which is just OK.
Interesting, most reviews were around the 3-3.5 range out of 5 and we didn’t see any bad reviews.
Business Central News
Starting to see Business Central environments update from 18.5 to 19.0
On the User Page, the Get New Users from Office 365 Option is no longer available under Actions on the ribbon. You now have to use the Update Users from Office 365 option.
Michael's thoughts on fixing bad apps on AppSource
a. Each app has a provision to where it can’t charge money until 5 partners or people have reviewed the app and verified it works.
b. Each app must contain a demo video of their solution working within Business Central
c. If you publish a faulty app to AppSource your account is suspended. Meaning, nobody can download your apps and you can’t upload apps for 1 month.
d. When adding an app to AppSource you are charged a security deposit. Once your app is discovered not to work after your publish it to AppSource you get one week to fix it, after that you do not get your security deposit back. Otherwise, security deposits will be refunded after 1 year.
e. Microsoft hires a bunch of guys with funny nicknames like Anthony Apps and Crazy BC Benny to pay a visit to your organization and have a talk with you.
You know Ken, I’ve been in the game long enough to remember when Business Central was called Project Madura, and one of the features Microsoft mentioned they wanted was to have a way for partners to sort of push messages out on the welcome banner in the Role Center. Well, it looks like that feature is now a reality, along with some other new Onboarding features that are designed for partners to help customers add the finishing touches to an implementation, to help make Business Central truly feel like their own. So, let’s talk about these features and start with the Welcome Banner you see on the Role Center when you log in.
The welcome banners does exactly that, welcomes users to Business Central and provides a clear call to action with a checklist to start certain tasks to finish the last few setups of Business Central.
Cronus View (Evaluation Company)
Non-Evaluation Company View
On this welcome banner you’re going to see a checklist that can be customized through AL code to point records in the Guided Experience Item table to whatever it may be to help onboard users. For example, if you want to have a checklist item that reads listen to the latest episode of A Shot of Business Central and A Beer, you have to create a Learn record in the Guided Experience Item table that points to a URL. You can then go into the Checklist Administration Page add the new Guided Experience Type and checklist item.
Forgive me, if I’m a tad bit wrong explaining the developer part of this. I’m not a developer and most likely will never be a developer. So, what type checklist items can you have? You can have:
Guided Experience Types
• Assisted Setups
o Which help guide you through certain setups.
• Manual Setups
o Point the checklist item to an external URL
o Tours are the little blue boxes that highlight the specific elements on a page.
o For example, you might see a tour that tells you about Additional Setup for users. It’ll tell you that in this spot you can define when certain users can post transactions and that you can also designate time sheet roles or associate users with sales/purchaser codes.
o Currently, these can only be added by Microsoft but they’re considering giving AL developers control of these.
• Spotlight Tour
o Point to a type of tour that opens up a page in special mode and shines a spotlight on core capabilities such as Open in Excel or Share to Teams.
• Application Feature
o Enables a checklist task to open any page inside Business Central. Similar to Manual Setup this opens a page and will display a page tour if any is defined.
Microsoft has also incorporated teaching tips throughout Business Central that inform the user about the benefits of an action on a page. You’ll also see these as little blue pop up boxes. For example, one might say, “Select the page title when you want to revisit the page’s teaching tip another time.”
Well, you’ve reached the end of another episode of A Shot of Business Central and A Beer podcast. Connect with us at www.solsyst.com and on all major social media channels. Also, don’t forget to subscribe to the podcast so you always know when the latest episode is available.
See you next month!