Set up remote task recording

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 these levels:

General
To use general remote task recording, you:
- Enable remote task recording for the applicable solution in the current environment.
- Set up the Task recording parameters in the RapidValue parameters of the remote environment.
Business process-specific using categories
To use business process-specific remote task recording, you:
- Set up a connection to the remote environment.
- Set up a category to define the purpose of a business process and accordingly the connection to the relevant remote environment.
- Define a category for the applicable business processes.

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 general remote task recording	Architect	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 a general level. To use general remote task recording, you: Install RapidValue on both the RapidValue content environment and the remote environment. Enable remote task recording for the applicable solution in the RapidValue content environment. Set up the Task recording parameters in the RapidValue parameters of the remote environment. If you have set up both general and business process-specific remote task recording, the business process-specific remote task recording is applied.
Set up business process-specific remote task recording using categories	Architect	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.

Name

Responsible

Description

Set up general remote task recording

Architect

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 a general level. To use general remote task recording, you:

Install RapidValue on both the RapidValue content environment and the remote environment.
Enable remote task recording for the applicable solution in the RapidValue content environment.
Set up the Task recording parameters in the RapidValue parameters of the remote environment.

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

Set up business process-specific remote task recording using categories

Architect

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.