How it works...

Designing and implementing Assisted Setup wizards is, in my mind, one of the most important things to include in your Business Central applications. Since Business Central is an end-to-end ERP solution, it is very large and there is a load of different setups that need to be done. It can certainly be a bit intimidating to even an experienced user, let alone one that is completely new to the system.

If you can give the user a simple and easy-to-follow wizard to do some of the setups for them, then you will raise their user experience to another level. In this recipe, we simply loaded some sample data for the user, but imagine providing a questionnaire experience for the user that, after they fill it out, result in the software being configured across a whole bunch of different areas, and sample data can be provided to give the user a sense of what they can do with the system.

Once you have your Assisted Setup created, making it available to the user is easy. A discovery pattern is used to dynamically load all the Assisted Setup wizards each time the user interacts with the Assisted Setup area, so they are always certain to see the latest list of available wizards.

As you can see in this recipe, there's a lot of boilerplate code needed in an Assisted Setup wizard for managing things such as the navigation. Luckily for us, there is an extension you can get from the Visual Studio Marketplace named CRS AL Language Extension. When you install it, among many other cool features, it loads a set of new snippets, one of which is an Assisted Setup wizard page snippet. You can use that to easily create a generic wizard that you can then tailor to your own needs.