Task Recorder in Dynamics 365 for Operations
Posted on: January 12, 2017 | By: Jarrod Kraemer | Microsoft Dynamics AX/365
Authored by: Chris Rusing
In prior versions of AX, the task recorder was a functionality that seem to work in theory, but not so much in the practical world we live in. In AX 2012, you could start the task recorder and produce a Word document detailing all the steps in a business process. However, creating those documents always felt cumbersome and the juice was never worth squeeze. The release of Dynamics 365 has shown that this feature, among others, has been improved upon greatly. In addition to being able to play the task recorder as a guide (which I will demonstrate below) you can also: add sub steps, add user-defined instructions on each step, delete steps while recording, and upload to LCS (to utilize business process modeler).
Let’s take a look at how to use the task recorder and its enhanced functionality.
1. At the top right hand corner, select the gear icon and then click on Task recorder
2. This will open up a sidebar option on the far right of your screen. Select Create recording to start the task recorder
3. Give it a name and description and then click Start at the bottom
4. You will notice a red dot at the top of the form to indicate that you are now recording. Go through your steps of the business process you are documenting to complete the task and then click Stop at the top of the form. Your task recorder form will give the options below. Select Save to this PC in order to save it as a task guide (file format .axtr). Alternatively, you can export the guide as a Word document as mentioned previously. Click Return to main menu when finished
5. Now that you have created a task guide, click Play recording as guide so you can go through your guide step by step
6. Find your task guide in the .axtr format from your local PC and then click Open task guide at the bottom of the screen
7. The instructions will appear in the task recorder form. You can click Start task guide when you are ready to go through the process
8. Once you start, instructions will appear on the screen telling and showing you where to click. You will not be able to click different fields unless you click the Unlock button at the top, which will allow you to click anywhere. Once you go through all the steps of the task guide, you will be able to click anywhere as well. Finally, click Stop at the top of the form to stop following the tasks and regain your clicking freedom.
This functionality is among many of the new features included with Dynamics 365. I have a good feeling that this will be greatly appreciated by partners and customers alike! For additional information please feel free to reach out to us at email@example.com or (312) 345-8817.
All the best!
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