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Learning Electronic reporting. Overview suggests to play a task guide at ..."7.5.4.3 Acquire/Develop IT service/solution components (10677)". How do I do this?

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Posted on by jt1024 452

Hello,

I am trying to learn the Electronic Reporting module. 

In the overview page: https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/analytics/general-electronic-reporting

At this heading 'Configuring data model mappings for outgoing documents'

It says: "To become familiar with the details of this scenario, play the ER Define model mapping and select data sources and ER Map data model to selected data sources task guides (part of the 7.5.4.3 Acquire/Develop IT service/solution components (10677) business process)."

Since in any given job there is a lot to learn, I'm sure to the knowledgeable reader I may appear to be diving into the middle, but I have to start somewhere and I have a user ticket to solve.

How do I do follow the advice on the Questions I have are:

In what system would I do that? My production system? Pre-production? Test? A Development system Cloud Hosted in LCS?  On some Microsoft Demo System?

What is a task guide?

To what publication would section 7.5.4.3 appear?

Any help would be greatly appreciated.

Categories:
Development / Customization / SDK
  • Morgan Bazin Profile Picture
    Morgan Bazin 1,027 on at
    RE: Learning Electronic reporting. Overview suggests to play a task guide at ..."7.5.4.3 Acquire/Develop IT service/solution components (10677)". How do I do this?

    Great - please mark the answer as completed!

  • Suggested answer
    jt1024 Profile Picture
    jt1024 452 on at
    RE: Learning Electronic reporting. Overview suggests to play a task guide at ..."7.5.4.3 Acquire/Develop IT service/solution components (10677)". How do I do this?

    Thank you for the link. That works for me!  Case closed!

    For the record these are the steps I followed:

    You need to perform the following steps:

    Click the Settings icon on the top-most ribbon of the page (on the left from the Help icon).

    Select the Task recorder option.

    From the offered actions, select the Play recording as guide one.

    Select the Open from Lifecycle Services source.

    Click Select the Lifecycle Services library button.

    Select the APQC library from the drop down near the top of the panel

    Browse to find the item APQC

    > Manage Information Technology > Develop and maintain information technology solutions > Create IT services and solutions > Acquire/Develop IT service/solution components > (then select the process in which you are interested)

  • Suggested answer
    Morgan Bazin Profile Picture
    Morgan Bazin 1,027 on at
    RE: Learning Electronic reporting. Overview suggests to play a task guide at ..."7.5.4.3 Acquire/Develop IT service/solution components (10677)". How do I do this?

    Check this thread:

    Location of task guide · Issue #2119 · MicrosoftDocs/dynamics-365-unified-operations-public · GitHub

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