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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Assisted Setup banner ...
Small and medium business | Business Central, N...
Suggested Answer

Assisted Setup banner (checklist) in active companies after update 18 (2021 Wave 1)

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Posted on by Community Member

The 2021 Wave 1 release added improved Assisted Setups and add a banner on the rolecenter inviting to complete the setup.

This banner however appears in companies that have been running for some time, you can skip the checklist but it will appear again on the next log in.

It states you can disable the assisted setup in the companies table, there however everything is already disabled.

I can't enable and disable it again because it cannot be enabled for an active company.

At the moment, ALL users get the request tot continue setting up BC, we obviously don't want them to do this as everything has been set up already.

Any ideas on how to get rid of the checklist?

I have the same question (0)
  • Suggested answer
    THE Italian Profile Picture
    THE Italian on at

    This should not happen. I would suggest to open a request to support through your CSP partner

  • THE Italian Profile Picture
    THE Italian on at

    One extra thing (I was almost forgiving), I think you could turn this off by going into My Settings from the gear icon and uncheck teaching tips.

    Like below

    pastedimage1619095875936v1.png

  • Community Member Profile Picture
    Community Member on at

    Hi Dulio,

    Thanks for your answer, this was one of the things I checked and this is all in order.

  • Suggested answer
    THE Italian Profile Picture
    THE Italian on at

    If this is the case then go for a support request through your CSP partner. That might be a minor issue with 18.0 considering this new feature.

    Please add in the request (not here) the tenant ID, environment name and company names where the issue is surfacing.

  • Community Member Profile Picture
    Community Member on at

    I was able to solve the issue by navigating to the "Checklist Administration" page and delete or modify the entries there.
    In my case I deleted all entries, although in some cases it might be better to still have the checklist appear but only for certain users.

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