Task Recorder Help in Dynamics 365 for Operations

By Donald Hilton, AX Practice Director

I would like to share with you a great feature in Dynamics 365 for Operations that allows you to create your own help recordings. (It can be tied to your Business Process Model in Life cycle services too!)

Click on the gear to select the Task recorder option.

Click on + Create Recording.

Next, fill in the name of the recording and a description.

Click on the Start button to begin. (Best practice is to start at the home page).

You can see that the recording has started by the icon on the left status bar at the top of the window.

Continue to click through the process that you are documenting. Do not worry about extra clicks; they can be removed after the recording is complete.

When you have completed your steps, you can Stop the recording.

Click on Save to this PC to keep a copy of the recording.

Click on Save to Lifecycle Services to make the recording accessable from within Dynamics 365.

Watch for the file download to be completed.

Watch for a message that the LCS upload has been successful.

You can save to any libray you have in LCS.

Once complete, you will be able to see and edit the recording in LCS.

In order for this to be visable inside of Dynmaics 365, you will need to link your LCS library: Navigate to System Administration > Setup > System Parameters.

Finally, under the Help section, you can select the correct Library.

Please let us know if you have any questions or would like to learn more about the task recorder feature in Dynamics 365 for Operations.

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