Task Recorder is a very useful tool for Dynamics 365 FO users to prepare user guides and manuals. User can record each step of their process using Task recorder and export the steps into a word document.
To access the task recorder, go to settings (available on the top right corner of the D365 browser window). Select Task Recorder
The following options appear on opening the task recorder in a pop up window.
Click Create Recording. Give a name and description for easy identification later. This will start the recording. You can start your process steps in D365 which will be recorded side by side in the task recorder.
Remember to mark yes to Capture screenshots option. Soon after you finish your steps, click stop recording. Select Export to word document.
On exporting to word document, you’ll realize the screenshots missing in the document. This is a normal behavior. Microsoft has given a standard and workable solution to this issue.
- Go to Github and download FMLab folder to your local disk. This is available in the location https://github.com/microsoft/FMLab
- Go to Google Chrome and enable Developer mode. You can do this by opening extensions page and then enable the developer mode
- Click Load Unpacked and choose the following folder
4. Restart Chrome. Open the D365 browser again and start the recording again. The screenshots will be visible in the word document in this attempt.