Click OK to have the defaults created for you. When you record for the first time after you set up the parameters, a message is displayed that offers to create a default industry and framework, and default hierarchy levels. Task Recorder uses the hierarchy to associate each recording with a business process or task. In the Task recorder parameters form, browse to or enter the file paths where recordings, documents, and templates will be stored. On the Action Pane, on the Settings tab, click Parameters. Open Microsoft Dynamics AX, and on the File menu, click Tools > Task recorder to open the Task recorder form. Use the following procedure to define a storage location. The AOS service account must have write access to the document folder share.īefore you can record business processes and tasks, you must define where the recordings, documents, and templates will be stored. In advanced mode, Microsoft Dynamics AX and AOS must be installed on the same computer. Microsoft Dynamics AX and AOS can be installed on different computers.Īll the programs that are required for basic mode. Microsoft Dynamics AX and Microsoft Dynamics AX Application Object Server (AOS). If you don’t have Word installed, the Task recorder generates an XML file. Word must be installed on the computer where you will use Task recorder. For more information about Windows Media Player, see. The following table shows the requirements for using Task recorder in basic mode and advanced mode. For more information, see the following topics:įor information about how to use the updated version of Task recorder with Lifecycle Services Business process modeler, see Upload custom business processes to Business process modeler from Task recorder.įor information about troubleshooting Task recorder, see Task recorder.Īll users who use Task recorder must have write access to a central file share where the recorded output is saved. If you are working with an earlier version of Microsoft Dynamics AX, you can download the hotfix with the updated version of Task recorder from Knowledge base article 2863182. It also includes cross-functional flowcharts and activities that you can modify to identify business requirements.Īdvanced mode is available by default in Microsoft Dynamics AX 2012 R3 and cumulative update 7 for Microsoft Dynamics AX 2012 R2. This file includes metadata about the hierarchy, business processes, and Application Object Tree (AOT). Advanced mode captures additional metadata that you can use to create a file that can be uploaded to Business process modeler in Microsoft Dynamics Lifecycle Services. The updated Task recorder includes an advanced mode. You can then store the documents in a predefined shared folder. You can use basic mode to generate a Microsoft Word document and a video recording of the selected business processes. Task recorder has two modes: basic and advanced. Tasks: Creating a vendor record, setting up budget plans, and generating free text invoices. Processes and tasks that you might record include the following:īusiness processes: The purchase order cycle, the sales order payment cycle, or the production planning process. When you create a document, you can specify a template to use so that all of the documents that you create by using Task recorder have the same look and feel. You can use Task recorder to create videos or documents. This topic explains how to use Task recorder to quickly document business processes or tasks for training or other purposes. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.Īpplies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012 For the latest documentation, see Microsoft Dynamics 365 product documentation. This content is archived and is not being updated.
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