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 business process-specific remote task recording using categories

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 business process level using categories.

Note: You can use business process-specific remote task recording only to record procedure activity steps. So, business process-specific remote task recording is applied only if you start recording on the Business process designer page, on the Procedure tab.

To use business process-specific remote task recording:

  • On the RapidValue content environment (this is the environment from which you start the task recording):
    • Set up a connection to the remote environment. Of this connection, only the defined 'Internet address' is used!
    • Set up a category to define the purpose of a business process and the connection to the relevant remote environment.
    • Define a category for the applicable business processes.
    • Set up remote task recording for the solution to which the business processes belong.
    • Register the Microsoft Entra ID app that is used to connect back from the remote environment to the RapidValue content environment. This is the Microsoft Entra ID app as defined in the remote task recording parameters on the remote environment.
  • On the remote environment (this is the environment where you want to do the task recording):
    • Set up the remote task recording connection parameters.

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 connection Set up connection You can set up a connection from the current D365 FO environment to another D365 FO environment. You can use a connection to a remote D365 FO environment to: Import content packages. Do business process-specific remote task recording using categories. In this case, only the 'Internet address' of the connection is used! So, the Microsoft Entra ID app and web service are not used. 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 current 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 application to the related connection fields. Procedure 1. Click Business process management. 2. Click Connections. 3. Click New. 4. In the Connection field, type a value. 5. Expand the Description section and enter a description of the connection. 6. Expand the Details section. 7. In the Azure client application field, paste the copied 'Application (client) ID'. 8. In the Azure active directory tenant field, paste the copied 'OAuth 2.0 authorization endpoint'. 9. In the Authentication field, select an option. 10. 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'. 11. 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, enter the email address of the user. Note: This field is only applicable if the authentication is 'Username / password'. 12. In the Password field, enter the applicable password for the user. Note: This field is only applicable if the authentication is 'Username / password'. 13. In the Internet address field, enter the internet address of the source environment. Note: Make sure, you enter the main internet address. So, there is no '/...' in it. 14. Before you test the connection, make sure to register the Microsoft Entra ID application in the current environment. For more information, refer to the 'Register Microsoft Entra ID application on remote environment' activity. Click Test connection. Note: The test outcome is shown as an info message. 15. Close the page. 16. Close the page. Set up categories Set up categories Use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security.For each business process, you can define to which categories it belongs. You can use business process categories to:  Publish a subset of business processes to a business process library in Lifecycle Services.Record or play task guides in another D365 FO environment. On a category, you can define a connection to another D365 FO environment. Procedure 1. Click Business process modeling. 2. Click Categories. 3. Click New. 4. In the Category field, type a meaningful name for the category. 5. In the Connection field, enter or select a value. 6. In the Description section, describe the purpose of the category. 7. Close the page. 8. Close the page. Define categories for business process Define categories for business process You can use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security. For each business process, you can define to which categories it belongs. You can use business process categories to:   Publish a subset of business processes to a business process library in Lifecycle Services. Only the business processes to which the selected categories are linked are published to Lifecycle services. You can do so, for example, to publish the task guides to be delivered in a solution package or to publish the task guides to be used in RSAT. Record or play task guides in another D365 FO environment. You can, for example, maintain your RapidValue solution in a central D365 FO environment and do task recording in another D365 FO environment. For example, task guides to be used for training are recorded in the training environment. On a category, you can define a connection to another D365 FO environment. If you record or play a task guide, and a category with a connection is applicable, the connection 'Internet address' defines which environment is opened. So, you automatically record or play the task guide in the other environment. Procedure 1. Click Business process modeling. 2. Click Business processes. 3. In the tree, select 'the desired business process'. 4. Click Edit. 5. Click the Details tab. 6. Expand the Category section. 7. Click Add. 8. In the Category field, enter or select a value. 9. In the Notes field, type a value. 10. Close the page. Notes If you define, for a business process, several categories with a connection, the first one to defines to which remote environment. Use the Move up and Move down buttons to define the desired category sequence. 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. 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. 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. End End Setup on RapidValue  content environment Setup on remote  environment

Activities

Name Responsible Description

Set up connection

Architect
You can set up a connection from the current D365 FO environment to another D365 FO environment.
You can use a connection to a remote D365 FO environment to:
  • Import content packages.
  • Do business process-specific remote task recording using categories. In this case, only the 'Internet address' of the connection is used! So, the Microsoft Entra ID app and web service are not used.
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 current 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 application to the related connection fields.

Set up categories

Architect
Use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security.
For each business process, you can define to which categories it belongs. You can use business process categories to:  
  • Publish a subset of business processes to a business process library in Lifecycle Services.
  • Record or play task guides in another D365 FO environment. On a category, you can define a connection to another D365 FO environment.

Define categories for business process

Architect
You can use categories to link business processes to a specific purpose. So, in one solution, you can combine business processes for several purposes. Purposes can be, for example, training, user assistance, RSAT (Remote server administration tool), or security.
For each business process, you can define to which categories it belongs. You can use business process categories to:  
  • Publish a subset of business processes to a business process library in Lifecycle Services. Only the business processes to which the selected categories are linked are published to Lifecycle services. You can do so, for example, to publish the task guides to be delivered in a solution package or to publish the task guides to be used in RSAT.
  • Record or play task guides in another D365 FO environment. You can, for example, maintain your RapidValue solution in a central D365 FO environment and do task recording in another D365 FO environment. For example, task guides to be used for training are recorded in the training environment. On a category, you can define a connection to another D365 FO environment. If you record or play a task guide, and a category with a connection is applicable, the connection 'Internet address' defines which environment is opened. So, you automatically record or play the task guide in the other environment.

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.

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.

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.

See also

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