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

Get process guidance

If end-user guidance is setup and published, you can get:

  • Guidance on processes and activities that are applicable to the user.
  • User-specific guidance on forms.


User User Start Start Get process guidance for a user Get process guidance for a user If end-user guidance is setup and published, you can get guidance on processes and activities that are applicable to the user.Besides the end-user guidance, also other user-related information is shown. Procedure 1. Click My process guide. 2. In the list, find and select the process on which you want guidance. 3. Click the My activities tab. 4. Click the My roles tab. 5. Click the My feedback tab. 6. Click the My test runs tab. 7. Click the My tasks tab. 8. Click the My training tab. 9. Click the All business processes tab. Get process guidance for a form Get process guidance for a form If end-user guidance is setup and published, you can get user-specific guidance on forms. Procedure 1. On any page, open the Help pane. Note: This only applies to forms for which a task guide or process exists in the RapidValue solution. 2. Click the Process guide tab and find the related guidance. End End

Activities

Name Responsible Description

Get process guidance for a user

User

 		If end-user guidance is setup and published, you can get guidance on processes and activities that are applicable to the user.
Besides the end-user guidance, also other user-related information is shown.

Get process guidance for a form

User

 		If end-user guidance is setup and published, you can get user-specific guidance on forms.

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