Customize the UI Experience, and Implement Onboarding Techniques MB-820 Practice Questions (Page 2)

Questions 6–10

1. 6application · medium

   A company has several user groups that need different default views of the Customer List page. The sales team should see only active customers sorted by sales amount, while the service team should see customers with open service contracts. You need to provide these tailored experiences without requiring users to manually set filters each time. What should you do?

   • AUse the AccessByPermission property on the Customer List page to show different fields based on the user's permission set.
   • BCreate two views on the Customer List page and instruct users to select the appropriate view from the view selector.
   • CCreate two page extensions, each with a different default filter, and use the UsageCategory property to assign them to user groups.
   • DCreate two profiles, each with a page customization that includes the appropriate view, and assign the profiles to the respective user groups.
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2. 7application · medium

   A company has different departments using Business Central. The accounting team needs a Role Center with quick access to bank accounts and a list view of open vendor invoices. The sales team needs a Role Center with a view of open sales orders. You need to ensure each team sees only their relevant UI. What should you do?

   • ACreate one profile for all users and use personalization to let each user customize their Role Center.
   • BCreate two profiles, one for accounting and one for sales, and assign the appropriate Role Center and views to each profile.
   • CCreate two Role Center pages and assign them to users individually in the User Setup table.
   • DCreate two views on the same Role Center and let users toggle between them.
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4. 8application · medium

   A company is rolling out Business Central to new sales staff. The sales manager wants each new user to see a tailored Role Center with a checklist of setup tasks (e.g., enter customer defaults, set up sales tax). The checklist should appear automatically for new users but not for existing staff. What should you do?

   • ACreate a profile for sales staff, assign it to new users, and add an assisted setup guide that runs when the profile is first used.
   • BUse the Assisted Setup page to create a custom checklist, then manually assign the checklist to each new user in the User Setup table.
   • CCreate a new profile for sales staff, assign it to new users, and add an onboarding checklist to the Role Center that is shown only when the user has not completed it.
   • DCreate an onboarding checklist page and add it to the Role Center of the default profile, then assign that profile to all new users.
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5. 9foundation · easy

   In AL, which object is used to define a user profile that customizes the UI experience by specifying which role center and page customizations are applied?

   • AProfile object
   • BTable object
   • CPage object
   • DRole Center object
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6. 10application · medium

   You are implementing an onboarding checklist for a new subsidiary. The checklist must include a custom task that opens an assisted setup wizard for setting up tax information. What is the correct way to add this task to the checklist?

   • AModify the existing assisted setup wizard to include the task in the checklist.
   • BUse the OnInsert event on the Assisted Setup Wizard table to add the task.
   • CCreate a new page that contains the task and add it to the Role Center.
   • DAdd the task to the Onboarding Checklist page by extending the page and using the appropriate action to launch the assisted setup wizard.
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