Task Guides Make Defining Key Business Processes Globally Easier
Are you a manager or director of human resources, engineering, production, purchasing, or transportation, and you are constantly being taken away from your job to explain how to do business procedure "X"? A feature called Task Recorder in Dynamics AX and Dynamics 365, can make your job easier by being able to record and share the steps needed to perform a task. By using Task Recorder in Dynamics 365 or Dynamics AX, you are free to answer more pertinent questions and complete the actual functions required of your role, instead of directing and training employees on how to perform day-to-day tasks.
Dynamics AX offers an "easy button" that can help define detailed procedures for outside departments and offer explanations, not just for purchasing, but for anything from po’s to maintenance, through task guides.
A task guide is an end-user focused experience that allows the user to follow a guided step-by-step set of how-to instructions to complete a business scenario that is contained in a task recording. The user is instructed to complete each step by way of a pop-up prompt. The prompt will animate across the form and point to the UI element that the user should interact with, and also inform the user about how to interact with the element, by saying “Click here” or “In this field, enter data”.
If you are on AX, a new Chrome extension must be installed to create a task recording. The app allows Task Recorder to take screenshots within the browser of AX forms as a user records a business process.
If you have purchased Dynamics 365, Task Recorder comes pre-installed with Dynamics 365 for Operations, meaning common tasks are already included and recorded. If a particular function is not available, you can create your own task recording right after go-live.
Clients First has been leveraging the power of technology since the pre-cloud days when Dynamics 365 was called Axapta in 1999. Clients First and Dynamics 365 can give your business more insight into the costs of production through the use of ERP, either in the cloud or on-premise. Reach out to us at Clients First to get a demonstration of the software.