1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Implementing
  4. Deployment phase

Set up end-user guidance

You can use end-user guidance to:

  • Indicate which processes and activities are applicable to the user. To do so, assign solutions to company accounts or specific users. Based on the role and position setup, the relevant processes for the user are searched for in the defined solutions.
  • Give user-specific guidance on forms. To do so, define which forms must provide dynamic end-user guidance based on the solution context.

Prerequisites

Before you can set up the end-user guidance, you need a solution with:

  • Business processes. For these business processes at least flows with activities must be defined with a proper role assignment.
  • An organization. For this organization, at least positions must be defined in which roles are linked to persons. Each person must be linked to a D365 FO user on the People form.


Architect Architect Set up solution context Set up solution context You can use end-user guidance to indicate which processes and activities are applicable to the user. To do so, assign solutions to any combination of company accounts, specific users, and a specific language. Based on the role and position setup, the relevant processes for the user are searched for in the defined solutions. In the Role setup field, you can indicate which role setup is used to create the end-user guidance: The roles as assigned to positions and persons in the RapidValue organization setup for the solution.The D365 FO security roles. To be able to use this, only the role setup in RapidValue is required as well. You don't have to set up the organization in RapidValue. Make sure to link each role in RapidValue to a D365 FO security role. Procedure 1. Click Business process management. 2. Click Guide. 3. Click Add. 4. In the Solution field, enter or select a value. 5. In the Company accounts ID field, enter or select a value. 6. In the User ID field, enter or select a value. 7. In the Language field, enter or select a value. 8. In the Role setup field, select an option. 9. Close the page. Notes You can create one guidance setup for each unique user. Start Start Publish end-user guidance Publish end-user guidance If you have set up the end-user guidance, you can publish it. As a result:The My process guide tab on the My process guide workspace is filled. Based on your role assignment, the relevant business processes are shown. The Process guide tab on the Help pane is filled. If business processes are available for both a form and your role assignment, these business processes are shown on the Process guide tab on the Help pane. Procedure 1. Click Business process management. 2. Click Guide. 3. On the Guidance setup tab, in the list, find and select the desired record. 4. Click Publish end-user guidance. 5. Click OK. 6. Close the page. End End

Activities

Name Responsible Description

Set up solution context

Architect

You can use end-user guidance to indicate which processes and activities are applicable to the user. To do so, assign solutions to any combination of company accounts, specific users, and a specific language. Based on the role and position setup, the relevant processes for the user are searched for in the defined solutions.

In the Role setup field, you can indicate which role setup is used to create the end-user guidance:

  • The roles as assigned to positions and persons in the RapidValue organization setup for the solution.
  • The D365 FO security roles. To be able to use this, only the role setup in RapidValue is required as well. You don't have to set up the organization in RapidValue. Make sure to link each role in RapidValue to a D365 FO security role.

Publish end-user guidance

Architect

 		If you have set up the end-user guidance, you can publish it. As a result:
  • The My process guide tab on the My process guide workspace is filled. Based on your role assignment, the relevant business processes are shown. 
  • The Process guide tab on the Help pane is filled. If business processes are available for both a form and your role assignment, these business processes are shown on the Process guide tab on the Help pane.

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