D365 Finance/SCM: Task Recorder with Screen Shots Follow
For use with Microsoft Dynamics 365 Finance and Operations/SCM.
Users should have the following add-in/extension enabled to use Task Guide/Recording functionality.
Download and add the extension to Google Chrome
Before you can add the extension to Google Chrome you must download it. The zip file that contain the extension can be downloaded from:
Select Download and Download Zip.
Unzip the file and save it in a folder.
Select Customize and control Google Chrome > More tools > Extensions
Select ”Developer mode” and ”load unpacked extensions”
Browse the folder, select ”TaskRecorderSchreenshot” folder and press OK.
The extension is now added. Make sure that “Enabled” is selected.
Restart Google Chrome. When Google Chrome opens again “Disable developer mode extensions” opens. Select “Cancel” if you want to use the Task Recorder screenshot extension.
Create a Task recording
Select Task recorder under the Settings
Select “+ Create recording”.
Type a Recording name and additionally a Recording description. Below a screen dump is inserted from a Google Chrome browser and an Internet Explorer / Edge browser
In a Google Chrome browser, you can select “Capture screenshots” under Recording options. Select Yes to Capture screenshots.
If you are using an Internet Explorer or an Edge browser the “Capture screenshots” under Recording options is not available.
Record the relevant screenshots and Stop the recording when you are finished.
Select ”Export as Word document” and save the document.
The document contains the screenshots you have recorded. :-)
Task recording recommendation
Before you start your recording consider how you get the best screenshots by using zoom or do not open Dynamics 365 for Operations in full screen.
Screenshot with zoom 110% and Dynamics 365 for Operations reduced to fill approximately 50% of the screen wide.
Screenshot with zoom 80% and Dynamics 365 for Operations in full screen.
Oak Hall Group provides implementation and support services to Microsoft Dynamics 365 users, companies, partners, and Microsoft. Our team has over 50 combined years of experience with the product and implementations. Contact us for Implementation and Support Services.
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Atlanta, GA 30326
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