Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Learning Electronic re...
Finance | Project Operations, Human Resources, ...
Answered

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?

(0) ShareShare
ReportReport
Posted on by jt1024 185

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.

  • Morgan Bazin Profile Picture
    Morgan Bazin 44 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 185 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 44 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans