1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. General
  4. Configure
  5. Set up RapidValue parameters
  6. Set up remote task recording

Set up general remote task recording

With RapidValue you can record and play task guides, either directly in the current environment or in another D365 FO environment.

You can set up and apply remote task recording on a general level. To use general remote task recording, you:
  • Install RapidValue on both the RapidValue content environment and the remote environment.
  • Enable remote task recording for the applicable solution in the RapidValue content environment.
  • Set up the Task recording parameters in the RapidValue parameters of the remote environment.

If you have set up both general and business process-specific remote task recording, the business process-specific remote task recording is applied.


Architect Architect Start Start Set up remote task recording for a solution Set up remote task recording for a solution If you use remote task recording, you can specify for each applicable solution in the RapidValue content environment: If activities in that solution are recorded and played in a remote environment. Which remote environment to use for remote task recording. As a result, for example: Steps for one solution in your RapidValue content environment can be recorded and played in a second environment. Steps for another solution can be recorded and played in a third environment. Steps of another solution can be recorded and played locally. Note: If you have set up both general (on solution) and business process-specific remote task recording, the business process-specific remote task recording is applied. Procedure 1. Click Business process management. 2. In the list, select a solution. 3. Click Edit. 4. Click the Parameters tab. 5. Expand the Task recorder section. 6. Select Yes in the Enable remote task recording field. 7. In the Remote URL for task recording field, type a value. 8. Click Save. 9. Close the page. Set up remote task recording connection  parameters on remote environment Set up remote task recording connection  parameters on remote environment If you use remote task recording, set up the remote environment to allow task recordings to be retrieved from and saved to the environment where you manage your RapidValue content. A web service is hosted on the remote environment. This web service connects the remote environment with the RapidValue content environment. To access the web service hosted on the remote environment: The user on the RapidValue content environment must be authenticated by Microsoft Entra ID. An authentication token must be received. For this process, an application must be registered in Microsoft Entra ID and the required permissions must be given. Required Microsoft Entra ID app settings: Supported account types = Single tenant Redirect URI = Public client/native (mobile & desktop). For RapidValue, the Redirect URI is not applicable. Therefore, enter a default URI, for example: myapp://auth. Make sure, the URI doesn't end with a slash. Add an API permission for the Microsoft API 'Dynamics ERP' For the Dynamics ERP API, set up Delegated permissions for: AX (select the AX.FullAccess check box) CustomService (select the CustomService.FullAccess) For the 'Client credentials' authentication type, also add a client secret to the Microsoft Entra ID app. You can copy the relevant information from the registered Microsoft Entra ID app to the related task recording parameter fields. Procedure 1. Click Business process management. 2. Click Parameters. 3. Click the Task recording tab. 4. In the Client application id field, paste the copied 'Application (client) ID'. 5. In the Azure active directory tenant field, paste the copied 'OAuth 2.0 authorization endpoint'. 6. In the Authentication field, select an option. 7. Copy the value of the client secret as added to the registered Microsoft Entra ID app. Make sure to copy this client secret value immediately after creation! In the Client secret field, paste the client secret value. Note: This field is only applicable if the authentication is 'Client credentials'. 8. The user must be defined as a user in: - The Microsoft Entra ID. - The source environment where the user must have access to RapidValue. The user name must be an email address. In the User name field, type a value. Note: This field is only applicable if the authentication is 'Username / password'. 9. In the Password field, type a value. Note: This field is only applicable if the authentication is 'Username / password'. 10. Click Save. 11. Close the page. Register Microsoft Entra ID application on RapidValue content environment Register Microsoft Entra ID application on RapidValue content environment If you use remote task recording, you can create a task recording in a remote environment and save it to the environment where you manage your RapidValue content. A web service is hosted on the remote environment. For the web service, to connect to the RapidValue content environment, you must register the Microsoft Entra ID app on the RapidValue content environment. Procedure 1. Go to System administration > Setup > Microsoft Entra ID applications. 2. Click New. 3. In the Client Id field, enter the 'Application (client) ID' of the Microsoft Entra ID app. 4. In the Name field, enter the 'Display name' of the Microsoft Entra ID application. 5. In the User ID field, enter or select a value. Note: Make sure, this user has sufficient rights. You can, for example, use a user with admin rights. 6. Close the page. End End Setup on RapidValue  content environment Setup on remote  environment

Activities

Name Responsible Description

Set up remote task recording for a solution

Architect

If you use remote task recording, you can specify for each applicable solution in the RapidValue content environment:

  • If activities in that solution are recorded and played in a remote environment.
  • Which remote environment to use for remote task recording.
As a result, for example:
  • Steps for one solution in your RapidValue content environment can be recorded and played in a second environment.
  • Steps for another solution can be recorded and played in a third environment.
  • Steps of another solution can be recorded and played locally.

Note: If you have set up both general (on solution) and business process-specific remote task recording, the business process-specific remote task recording is applied.

Set up remote task recording connection  parameters on remote environment

Architect

If you use remote task recording, set up the remote environment to allow task recordings to be retrieved from and saved to the environment where you manage your RapidValue content.

A web service is hosted on the remote environment. This web service connects the remote environment with the RapidValue content environment. To access the web service hosted on the remote environment:
  • The user on the RapidValue content environment must be authenticated by Microsoft Entra ID.
  • An authentication token must be received.
For this process, an application must be registered in Microsoft Entra ID and the required permissions must be given.
Required Microsoft Entra ID app settings:
  • Supported account types = Single tenant
  • Redirect URI = Public client/native (mobile & desktop). For RapidValue, the Redirect URI is not applicable. Therefore, enter a default URI, for example: myapp://auth. Make sure, the URI doesn't end with a slash.
  • Add an API permission for the Microsoft API 'Dynamics ERP'
  • For the Dynamics ERP API, set up Delegated permissions for:
    • AX (select the AX.FullAccess check box)
    • CustomService (select the CustomService.FullAccess)
  • For the 'Client credentials' authentication type, also add a client secret to the Microsoft Entra ID app.
You can copy the relevant information from the registered Microsoft Entra ID app to the related task recording parameter fields.

Register Microsoft Entra ID application on RapidValue content environment

Architect

If you use remote task recording, you can create a task recording in a remote environment and save it to the environment where you manage your RapidValue content.

A web service is hosted on the remote environment. For the web service, to connect to the RapidValue content environment, you must register the Microsoft Entra ID app on the RapidValue content environment.

See also

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