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Lifecycle Services

Once you have a business process import package, you can import it into the Lifecycle Services so that you can use it as a template within your projects.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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Once you have created your framework within the Task Recorder, and recorded your business process tasks, you can get it ready to be used within the Lifecycle Services projects as a template business process model by creating an export file.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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The most valuable function that is built into the Task Recorder is that can use it to record the steps that you perform within Dynamics AX, and then store them against the task nodes within the Framework. These recordings are available and can be exported out as word documents, but also are exported to the Lifecycle Services portal and converted into business process diagrams for future reference. But in order to take advantage of this you need to record the task first.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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Once you have your Framework, and Hierarchy levels defined, you can now start building your business process levels by creating Framework nodes. These will allow you to create the structure that will be copied over to the business processes within the Lifecycle Services.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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Before we start defining the groups and elements for our business process frameworks, we need to define the different process level. To do this we will create Hierarchy Levels within the task recorder.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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In order to create a new business process template we need to create a Framework. This will be the parent that we will use to for all of our workflow groups and activities.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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Before we start we need find the Task Recorder. Fortunately that’s not hard to do since it is part of the standard set of tools that are available within the Dynamics AX client.

NOTE: This is part of the Creating Lifecycle Services Business Process Models with the Task Recorder blueprint series where we show how to use the Task Recorder feature within Dynamics AX to create template business process models within Lifecycle Services. If you want to see all of the other posts in this series, click here.

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The Task Recorder has always been a useful tool within Dynamics AX, but with the release of Lifecycle Services, it has been upgraded to become even more useful.  Now the Task Recorder includes the ability to group your recordings into separate frameworks for different purposes, and also allows you to create a hierarchy structure that you can use to organize your tasks and recordings.

In addition to being able to export your task recordings out to Word etc. for off-line documentation, it also allows you to package up all of the business process structures and import them into Lifecycle Services to use them for managing your project and also collaborating with customers and partners.  All of the task recordings are converted to process flow charts within Lifecycle Services to that you can adjust the standard business processes to match your requirements, and also all of the task recordings are viewable as live videos making them a centralized documentation tool for all the key business areas during and after the implementation.

In this blueprint we will show how you can set up and configure the business processes within the Task Recorder, create task recordings, and then import the business processes into Lifecycle Services to make them available through via the cloud.

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