Microsoft Dynamics 365 | Integration, Dataverse...

Any way to semi-automate/create macros inside D365?

(0) Share

Report

Posted on by Meatwad Estevez

I'm fairly new at using D365 and I'm only an end user, working in manufacturing in our company.

We need to use D365 for few things during the workday and I refuse to believe the way we do it is normal :D

For every customer that has ordered a specific item from us, we need to go through this ridiculous routine of multiple pages and menus, clicking 30+ times.

This is the routine:

Search a customer
Print label
Select another label
Select shipping method
Select product
Approve
Create an invoice
Print the invoice

Doesn't look that bad, but when you have to change pages, select things from multiple dropdown menus and click 30+ times every time, it gets pretty old, quick.

Is there a way to automate this inside D365? Even some semi-auto macro that goes through most of the settings automatically would be fine.

Any hints, tips and links to reading material about this will be appreciated!

I have the same question (0)

All responses (4)

Answers (0)

MATTGUO 22,349 Moderator on at

Like (0)

Report

Which specific product are you using?

It seems to be a customization for your requirements.

Was this reply helpful? Yes No
Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (2)

Report

Hello,

Everything depends! Are there any pieces that change in your routine? Like customer/product/anything else? Or everything stays the same?

You should check Workflows and Dialogs - using it you can automate/semi-automate your processes.

Was this reply helpful? Yes No
Meatwad Estevez 5 on at

Like (0)

Report

I'm not sure I even understand enough about this to answer that. Finance and Operations?

Was this reply helpful? Yes No
Meatwad Estevez 5 on at

Like (0)

Report

Thnks for the help!

Usually nothing changes, so it's not ecessary to have it prompt for selections.

I'm pretty out of my depth here though. It's one of those situations where I'm trying to find something very simple, but the whole "eco system" is so unfamiliar to me that I'm lost.

I looked into the Workflow and it did look promisi g, but I'm not sure if it has the thing that I'm looking for. It's very likely that just don't know where to look.

Seems like the workflow stuff is much biggger than what after.

Everything in there pointa to different apps likr pulling data from excel or sending email after a trigger etc when I'm just trying to automate few clicks and dropdown menu selections.

To use an analogy from my personal hobbies, its like trying to automate rotating and resizing an image and you have the whole Adobe Creative Cloud in front of you.

Just as an example, in Photoshop there is an Actions panel that allowes you to record what you do to an image. You can then run that action and it does the same things to another image.

I don't assume to find anything so simple here, but I think there has to be a way to automate these 30 mouse clicks.

I just don't know where to even look

Was this reply helpful? Yes No