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

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Posted on by Meatwad Estevez 5

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: 

  1. Search a customer
  2. Print label
  3. Select another label
  4. Select shipping method
  5. Select product
  6. Approve
  7. Create an invoice
  8. 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!

  • Meatwad Estevez Profile Picture
    Meatwad Estevez 5 on at
    RE: Any way to semi-automate/create macros inside D365?

    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

  • Meatwad Estevez Profile Picture
    Meatwad Estevez 5 on at
    RE: Any way to semi-automate/create macros inside D365?

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

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Any way to semi-automate/create macros inside D365?

    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.

  • MATTGUO Profile Picture
    MATTGUO 22,306 on at
    RE: Any way to semi-automate/create macros inside D365?

    Which specific product are you using?

    It seems to be a customization for your requirements.

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