Dynamics 365 Finance & Operations  Fusion Recorder

With the Dynamics 365 (D365) Finance & Operations (F&O) Fusion Recorder, you can automate your D365 F&O workflows quickly and intuitively by simply interacting with the live application. As you perform actions inside D365, the recorder silently captures your steps and converts them into building blocks that are immediately usable inside Leapwork.

Important: This recorder is currently available in Early Access and certain features are not yet included:

• Interacting with tables and grids: It is not yet possible to automate actions involving dynamic data tables or lists.
• Validating values in fields: You cannot yet check that a field contains a specific value as part of a flow.
• Extracting information for reuse: Retrieving field values for use later in the same flow is not supported.
• Working with date/time fields: Inputting or selecting dates via calendar widgets is not currently available.
• Using complex filters: Filtering records using multi-condition criteria within views is not yet covered.

These features are expected in future Early Access versions.

Using the D365 Smart Recorder

To launch the D365 Smart Recorder, right-click anywhere on the design canvas and select Start D365 Recorder.

 

This action opens a login window modal, where the user must provide the necessary information to connect to their D365 environment:

1. Browser: Select the browser to use (only Microsoft Edge is supported in EA1)

2. Web address: Enter the D365 F&O URL

3. Username: Enter your login name

4. Password: Enter your password.

Once the required information is entered, click Start.

Note: If one or more fields are missing or incorrect, the recorder will either display an error or redirect the user to the appropriate login step within D365.

Leapwork will open a new browser session and automatically launch Dynamics 365 F&O with the recorder attached to the active session. If an existing session is detected, the recorder will instead attach to the currently open D365 window.

The Recorder Widget

When the session is launched, the D365 Fusion Recorder widget appears on the screen, floating within the interface. This widget allows the user to manage the recording flow directly within the application.

The widget contains four main options:

• • Record/Stop: Start or stop the recording process.

  • Run: Instantly execute the currently recorded actions.

  • Save: Save the captured flow to Leapwork Studio.

  • Clear: Discard all recorded steps and reset the widget.

As you interact with the D365 application, actions are automatically captured. There's no need to manually pick blocks or identify elements, all logic is handled by the recorder.

Executing actions

Once recording is started, the user can begin interacting with the D365 interface. The recorder will automatically detect and store each supported action. These include:

• Clicking on buttons and links

• Entering text into input fields

• Selecting dropdown, radio, or checkbox options

• Using toggles and combo boxes

• Expanding or collapsing interface elements

Each action is stored and displayed in the recorder interface with relevant details. For instance, when interacting with a dropdown, available values are retrieved and shown to the user for review and adjustment.

Running the flow

To test the recorded steps before saving, use the Run button in the widget. This feature allows you to:

• Execute the recorded sequence of actions

• View the success or failure status

• Review the total execution time

This validation helps ensure the recorded flow behaves as expected prior to saving.

Saving and editing in Studio

Once the desired actions have been captured, click Save in the recorder widget. Leapwork will return focus to the Studio interface, and the newly created flow will appear on the canvas as individual building blocks.

Each block includes editable fields where you can refine details such as text input, toggle state, or selected value. These modifications can be made without re-recording the entire flow. 

The D365 Fusion Recorder enhances Studio editing by offering:

• Dynamic headers: Each block is labeled with the actual name of the captured element (not generic names)

• Editable values: Dropdowns and other fields retain real values captured during recording, which can be adjusted directly

• Flow continuation: You can continue building on an existing flow by dragging a connector from any block and selecting “Start D365 Recorder”

Clearing the recording

To cancel the current recording session, hover over the widget and click the Clear button. This will remove all captured actions and return focus to Leapwork Studio.