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.

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

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.

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.

Related to	Notes
Record processes
Model scenarios
Set up connection
Set up business process-specific remote task recording using categories
Set up remote task recording

Set up business process-specific remote task recording using categories
Activity Flow

Activities

Activities

See also

Set up business process-specific remote task recording using categories Activity Flow

Activities

Activities

See also

Set up business process-specific remote task recording using categories
Activity Flow