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Creating Lifecycle Services Business Process Models with the Task Recorder

Posted by Author, Curator, Visually Impared Squirrel Literacy Advocate & Dynamics AX Technical Solution Professional (TSP) at Microsoft on

The Task Recorder has always been a useful tool within Dynamics AX, but with the release of Lifecycle Services, it has been upgraded to become even more useful.  Now the Task Recorder includes the ability to group your recordings into separate frameworks for different purposes, and also allows you to create a hierarchy structure that you can use to organize your tasks and recordings.

In addition to being able to export your task recordings out to Word etc. for off-line documentation, it also allows you to package up all of the business process structures and import them into Lifecycle Services to use them for managing your project and also collaborating with customers and partners.  All of the task recordings are converted to process flow charts within Lifecycle Services to that you can adjust the standard business processes to match your requirements, and also all of the task recordings are viewable as live videos making them a centralized documentation tool for all the key business areas during and after the implementation.

In this blueprint we will show how you can set up and configure the business processes within the Task Recorder, create task recordings, and then import the business processes into Lifecycle Services to make them available through via the cloud.

Here are all of the topics that are included in this blueprint:

  1. Accessing The Task Recorder
  2. Configuring a New Task Recorder Framework
  3. Defining Hierarchy Levels for Your Framework
  4. Building Your Business Process Framework Structure
  5. Recording A Task For a Business Process Element
  6. Building an Lifecycle Services import Package
  7. Importing the Business Process Package into a Lifecycle Services Project

Now, rather than just being a way to automatically document business processes by recording them as you perform the task, the Task Recorder is now an organizational tool that allows you to create more structured business process documentation.  By linking it with Lifecycle Services, it gives you even better collaborative tools.

You don’t have to create one single monolithic framework that describes all of your business processes either.  If you want, you can break out the business functions into separate Frameworks, making them a little more manageable.

Also, you don’t even have to use the Task Recorder to organize business functions.  Frameworks can be any process within the organization that you want to document.  If you import them into the Lifecycle Services projects, you can manually create your own process flow models within the editor to document tasks such as implementation best practices, and sales cycles.

If you are a Partner then you also have the ability to promote your Business Process Models to the corporate level creating a standardized template that you can use over and over again to ensure repeatable processes.

There is so much more that you can do with these tools, we are just scratching the surface.

Take a look at them and try them out.

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