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Dynamics 365 Business Central

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Apr 18, 2024

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  • The article titled "Hi, Readers" discusses how to remove or hide the "Get Started (Checklist) Banner" for all users in Microsoft Business Central.
  • The checklist banner is a feature that provides users with an overview of their onboarding activities and guides them in using the app.
  • To hide the checklist banner for the current user, they can simply click on "Skip Checklist" in the lower left corner.
  • However, this method only hides the banner for the current user and another user opening the home page will still see it.
  • To hide or remove the checklist banner for all users, the article suggests accessing the "Checklist Administration" page and deleting the tasks assigned to the role center being used.
  • If the "Assigned To" field in the tasks is set to "Multiple," the entire line can be deleted or the role can be deleted in the "Checklist Item Roles" after opening the task.
  • This method will work for all users and the checklist banner will not be displayed.
  • It is important to note that if the checklist needs to be hidden in another company, the data deletion process needs to be repeated as the data is independent for each company.

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