D365 Finance and Operations Fusion Recorder

With the Dynamics 365 Finance & Operations (D365 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.

The Fusion Recorder supports web automation only and works with browser-based platforms like D365 F&O and Salesforce. It does not support desktop applications, remote desktop sessions, or virtual environments (such as Citrix or RemoteApp). Please make sure you are using the web version of your system in Microsoft Edge when using the Fusion Recorder.
Note: The screenshots on this page use the Elegance Design, introduced in 2025.3. If you are using an earlier version, your layout may look different.

Using the D365 Smart Recorder

To launch the D365 Smart Recorder:

1. Right-click anywhere on the design canvas.
2. Select Start D365 Recorder.

Note: The screenshot on this page uses the Elegance Design, introduced in 2025.3. If you are using an earlier version, your layout may look different.

This action opens a login window modal.

There are two ways of login available:

• Automated Login Method: The Login block automatically performs the D365 sign-in steps using predefined credentials.

• Manual Login Method: You manually record and control the D365 login steps, which is useful for MFA or ADFS scenarios.

Select the login method based on your business requirements. Here is the process for choosing the automated login method:

1. Provide the necessary information to connect to their D365 environment:

   • Browser: Select the browser to use
   • Web address: Enter the D365 F&O URL
   • Username: Enter your login name
   • Password: Enter your password.

2. Click Start.

Note: If one or more fields are missing or incorrect, the recorder will either display an error or redirect you to the appropriate login step within D365.
A new browser session opens and automatically launches Dynamics 365 F&O with the recorder attached to the active session. If an existing session is detected, the recorder attaches to the open D365 window.

The Recorder Widget

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

The widget contains four main options:

• Record/Stop: Start or stop the recording process.
• Run/Cancel: Instantly execute the currently recorded actions.
• Save: Save the captured flow to Leapwork Flow.
• Clear: Discard all recorded steps and reset the widget.
• Close: Exit the recorder. If a recording is in progress, you must first click Stop. If there are unsaved blocks, a prompt will ask to either discard or save them before closing.

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, you 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 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. 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 you for review and adjustment.
D365 Record Part 1.mp4

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.
D365 Run Part 4.mp4

The Fusion Recorder is designed to work seamlessly across single or multi-monitor setups, ensuring that you can record and execute flows reliably no matter how their workspace is configured.

Saving and editing in Flow

Once the desired actions have been captured, click Save in the recorder widget. Leapwork will return focus to the Flow 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.
You can anytime modify the information without re-recording the entire flow.
D365 Validate Part MP4.mp4

The D365 Fusion Recorder enhances Flow 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 your captured actions.

Await DOM Change and Await Requests

Fusion blocks support Await DOM Change and Await Requests properties. These properties give you finer-grained control over synchronization during flow execution, reducing test flakiness caused by inconsistent page loading and background network activity. Instead of adding manual Wait blocks to individual steps, you can enable these properties at the flow level so that all Fusion blocks in the flow automatically wait for the page to stabilize before executing their action.

For full details on configuration, timeouts, precedence, exclusions, and known limitations, see Await DOM Change and Await Requests in Fusion Blocks.