Task recorder in Dynamics 365 For Finance and Operations–Part I

Hi Folks,

Today lets see how to use the task records in new Dynamics 365 FO. Task recorder in D365FO has been re-built from the ground up with a focus on high-responsiveness, a flexible extensibility API, and seamless integrations with consumers of business process recordings. Task recorder is able to record the steps from user action in the excatly same sequence, like a wizard recording.
In this post, I’m going to use task recorder for one of D365FO process. Follow the below steps,

1: In the right corner of the app, Go to setting button and select Task Recorder


2. Task recorder menu contain many options here to choose


Below is the brief description of each option, In this post We will discuss the first two option. I will back soon with the rest two options.

3. For this example, we will select ‘Create recording’ and will create a new file using this task recorder. To make it simple let's start with a Purchase order


4. Now once you click on the start button, the system will start to capture your activity on the application. As you keep processing your purchase order, the system will record your steps


5. Once you have done with you the PO process, click on the stop button, System will show a further option




‘Save to this PC'’: This option allows you to save the recording on the local file system with extension ‘axtr’. Which can be used later on with AX to repeat all steps in wizard mode.

Export to Word document: System will create a word document as below format


Save as developer recording: the system will save an XML file to local. On top of your window, you will found one lock/Unlock option to

6. To use the saved file at later point of time, here we need the second option as describe in the above table, i.e. ‘Play recording as Guide’. Click on Play recording as a guide from task recorder menu option.



8.  Click on Open file from this PC


9.Browser your file and open Task guide and click on start button.


it will start a guide for you to walk you thoroughly on the recorded process.


In coming post, we will see remaining two option and the task Recorder integration with the Lifecycle Services BPM tool. Stay connected.

Cheers
Harry

VSTS setup MSDyn365FO

Hi Guys,

Lets see how to setup the VSTS in your LCS project and followed by how to use the VSTS version controlling for your development stuff.
Note: This post may refer some old version of D365FO, please check all available option while preforming the below steps.

1. Create a project on LCS
2. Deploy on Azure
3. On azure management portal, create a VSTS
4. Open this new link and generate a token for LCS project
5. On LCS add this VSTS and use this token
6. Authorize VSTS on LCS
7. Now need to connect this VSTS with VS
· Start Visual Studio.
· From the Team menu or Team Explorer, go to Connect to Team Foundation Server > Select Team Projects > Servers.
· Add your Team Services account ({youraccount}.visualstudio.com).
· Select your team project, and finish connecting.


8. Enter you TFS server name/URL




9. Now select the project that you need to connect,


10. For first use configure the Visual Studio


11. Now, let's check the setting, Create a project in Visual Studio and add an object. Now Right Click on Solution click on “Add solution to Source Control”


12. Now let's check in the object/Change to VSTS; Again right click on Solution and select “Check in”


13. Enter some comment and click on Check-In


While prompt, confirm the check-in.

14, You must get your project in VSTS

Cheers,
Harry