Using Task Guides in the New Dynamics AX to Deliver Standard and Custom Help

Thursday, May 5, 2016 @ 2:00 PM EDT


With the release of the new Microsoft Dynamics AX, the task recorder function has been upgraded... a lot. Rather than just being a tool to document your business processes, it now has the ability to create Task Guides, a tool that interactively steps users through a recorded process in real time.

Also the task recorder is linked natively with the Lifecycle Services Business Process Models and is searchable through the new help interface, making Task Guides the newest and best method for delivering both standard and custom help within Dynamics AX.

In this session we will:

  • Introduce you to the new task recordings within Dynamics AX,
  • Show you how you can create your very own task guides,
  • Show how to tailor your Lifecycle Services Business Process Models to can get the most out of this new feature, and
  • Make the case for converting all of your standard user documentation into Task Guides.


Technology Sales Professional, Microsoft