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Finance | Project Operations, Human Resources, ...
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RSAT preparation

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Posted on by 709

Hi guys,

Need advices, when you want to start to use or implement RSAT, what preparation we need to do ? I saw the videos about this, and speakers usually emphasize about preparation. Like create Test cases in front (in the videos, it is depicted we need to draw diagrams), split the task recording into roles, etc

May I get some more details from someone that already implement this ? what tools or is there a best tools to create all the preparation ? like for example do we need to use Visio for the diagram ? or Power Point ? or Excel is enough ? Is there any template that we can follow ?

And for the test case plan, do we need to also specify the steps so the person who doing the task recorder will just follow ? but this will be like double job in timing sense. 

Appreciate any share.

Thanks

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  • André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi ShaqAX,

    The preparation is more about knowing what exactly to test and validate. Which tool you want to use for that purpose could be any tool. When you are recording fpr RSAT, you need to enable certain fields as variable. This is for calculation and validation scenarios. You have to think of some happy, but also non-happy flows. That is the reason why you need to prepare before just record and let RSAT play the tests.

  • ShaqAX Profile Picture
    709 on at

    Thanks Andre,

    It's just because this is my first RSAT project with no one experience on it as well. I just having blank idea what I need to "write" or documented, beside of course what I had in mind. Regarding recording, what is the different between Save to PC and Save As Developer Recording

    pastedimage1660635132360v1.png

    Thanks

  • Verified answer
    André Arnaud de Calavon Profile Picture
    301,020 Super User 2025 Season 2 on at

    Hi ShaqAX,

    You can read about the difference between Save to PC and As Developer in the documentation: Task recorder resources - Finance & Operations | Dynamics 365 | Microsoft Docs

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