Task Guides in Dynamics 365 for Finance and Operations (D365 F&O) are a feature designed to provide users with interactive, step-by-step guidance within the application. Task Guides are especially valuable for onboarding new users, guiding them through specific processes, and ensuring consistent and accurate execution of tasks.

Accessing Task Guides:

Task Guides can usually be accessed from the Help pane in the Dynamics 365 interface.

Task guides can be the Microsoft created library or custom task guides created for your specific D365 instance.

Creating a Task Guide:

Users can create new Task Guides for specific processes or tasks by using the task recorder. These recordings can then be uploaded to LCS and shared with the broader group of users in the organization.

Data Input and Validation:

Task Guides can include prompts for data input, ensuring users enter the correct information during the process.

Validation steps can be added to check if the user's actions align with the expected outcomes.

Playback Functionality:

Task Guides come with a playback feature, allowing users to follow the recorded steps interactively.

This helps users learn by doing, as they can execute tasks in the application while receiving guidance.

Sharing and Collaboration:

Task Guides can be shared with other users or teams, facilitating knowledge transfer and training. Task guides can be exported to Word, so users can print or save as desired.

Shared Task Guides can be used by multiple users, ensuring consistency in task execution.

Integration with Lifecycle Services (LCS):

Task Guides are typically integrated with Dynamics 365 Lifecycle Services (LCS).

Integration with LCS allows for centralized management, versioning, and sharing of Task Guides.

Adaptability to Updates:

Task Guides are often adaptable to changes in the application. If a process is updated, the Task Guide can be revised accordingly.