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Dynamics 365 ERP - Development

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Sep 24, 2024

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AI Summary

  • Task recorder in Microsoft Dynamics 365 is a tool used for recording business processes for documentation, training, testing, and automation.
  • It can record business processes end to end and create user guides.
  • The recordings created using Task Recorder can be played back as a guide for step-by-step processes within Dynamics 365 F&O.
  • A Chrome extension for D365 Task Recorder allows users to capture screenshots when creating a new recording.
  • The step-by-step process for using Task Recorder in Dynamics 365 F&O involves opening the home screen, clicking on the setting icon, selecting 'Task recorder,' creating a new recording, giving it a name and description, starting the recording, stopping it once all steps are completed, and exporting the steps as a Word document with screenshots.
  • Users can also browse tables in D365 using a table browser tool.
  • For further assistance, readers can connect with Atul.

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