This post is part of the New Functionality In Microsoft Dynamics 365 Business Central 2023 Wave 2 series in which I am taking a look at the new functionality introduced in Microsoft Dynamics 365 Business Central 2023 Wave 2.
The second of the new functionality in the Onboarding section is set initial role before first sign-in for a better first-run experience.
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.
Enabled for: Users, automatically
Public Preview: Sep 2023
General Availability: Oct 2023
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.
This could be quite useful as Business Manager isn’t always the appropriate role for users to be using when using a free trial, although I’d like to see some details to understand fulLy how it works.
If there is a topic which fits the typical ones of this site, which you would like to see me write about, please use the form, below, to submit your idea.