A company is implementing Dynamics 365 Finance.
You plan to use Task Recorder to document the process of adding a new customer to the system.
Before assigning a credit limit to the customer record, the customer's credit must be checked in an external system.
You need to include the credit check in the task recording.
What should you create?
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A. B. C. D. E.D.
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/user-interface/task-recorderIn the context of Microsoft Dynamics 365 Finance, Task Recorder is a tool that allows users to record business processes in Dynamics 365 Finance as a series of steps. These recorded steps can then be used to create documentation, training materials, or to automate repetitive tasks.
To document the process of adding a new customer to the system and include a credit check in an external system, you need to use the appropriate step type in the Task Recorder. The available step types are:
A. End sub-task: This step type is used to mark the end of a sub-task within the larger task being recorded.
B. Start sub-task: This step type is used to mark the beginning of a sub-task within the larger task being recorded.
C. Action step: This step type is used to document an action taken by the user, such as clicking a button, entering data, or selecting an option.
D. Info step: This step type is used to document information about the process being recorded, such as system settings, data requirements, or other contextual information.
E. Pending step: This step type is used to mark a step that cannot be completed at the time of recording, such as waiting for a response from another user or system.
To include the credit check in the task recording, you should create an action step that documents the specific action taken to check the customer's credit in the external system. This might involve opening a new window or application, entering customer information, and reviewing the credit report or score. You should also include any relevant information or notes about the credit check in the step description or comment field.
Once the credit check is complete, you can continue with the process of adding the customer to the system, including assigning a credit limit based on the results of the check. You may need to create additional action or info steps to document this part of the process as well.
Overall, the Task Recorder is a powerful tool for documenting and automating business processes in Dynamics 365 Finance, and understanding the different step types is essential for creating accurate and useful task recordings.