Task recorder for creating documents

2019-03-21

How to use the task recorder in Dynamics 365 for Finance and Operations


In order to create documents using Task recorder, with automatically taken screenshots, we need to add a Google Chrome extension recommended by MS which we can find in the Github repo FMLab.

  • 1 Download or clone the repo for your environment.
  • 2 In Google Chrome, click Customize and control Google Chrome > More tools > Extensions > Load unpacked.
  • 3 Locate and select the folder TaskRecorderScreenshots, inside the repository that you just downloaded / cloned.
  • 4 Restart Google Chrome
    • 4.1 Cancel or close the alert related to Developer mode that you’ll probably receive. Don’t disable developer mode.
  • 5 From now on, when you create a new recording, in Task recorder using Google Chrome, you should see a new control in the form.
    • 5.1 Click Create recording
      • 5.1.1 Inform the Recording name
      • 5.1.2 Inform the Recording description
      • 5.1.3 Change the Capture screenshots toggle position to Yes if you want to take screenshots while you record the process