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I propose adding a feature in Dynamics 365 Finance and Operations that allows users to create a shortcut (tile, dashboard button, or link) to run a Task Recorder script directly.

Currently, users must manually replay recordings, which adds extra steps. A one-click shortcut would streamline common processes like posting journals or updating inventory, making automation more accessible to all users.

Suggested Options:

  • “Pin to workspace” or “Create shortcut” after recording.
  • Support for browser-based shortcuts or deep links.

This would improve productivity, reduce user effort, and encourage wider use of Task Recorder for everyday automation.



Category: General
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