How to use Task Recorder in Dynamics 365?


Task Recorder is able to record user actions in the client with exact fidelity.

Task Recorder is able to capture the type of user action (such as a button click, value entry, navigation, etc.)

for more details
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/user-interface/task-recorder

Go to Settings > Task recorder.



To create recording 

just click create recording


assign name and description for recording


enable capture screen if you need and click start.

you can stop recording at any time by click stop


as you system record all actions with details

you can create subtask and start record again


complete your recording, you can see the new capture recording come under subtask as the below


 after finish the recording that related to the subtask, you can click end subtask

click stop and export as word document or save to this pc to save this recording as AXTR file to browse in the future. 


if you are a developer, you can save as developer recording to export XML file


also, you can save this recording to LCS


and if you need to back to create a new recording or play a recording click Return to Main menu

To play this recording, click play recording as a guide   


you can open from your pc if you save it or play from recent


select your recording and click OK


you can stop task guide or go to previous or next step as you need as the below


if you miss a step in recording or you need to edit it, just click edit recording 


you can edit, move or delete step and click done editing



you can play back the recording and select your record


as you see, you can play next step or all steps,,, etc

Thanks.

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