Business Process Automation

Executive Automats can record business processes in Microsoft Dynamics AX, Microsoft Dynamics 365 For Finance and Operations, for Sales and other web-based platforms.

Recorded Business Processes (scripts) can be replayed in any affiliated system environment, including the production environment. Scripts can be combined into scenarios, feed in executions with external input source data and can be triggered by external factors occurences.

Executive Automats can trigger as well as be triggered by processes designed in Microsoft Flow.

Automated invoice posting in Microsoft Dynamics 365 based on document scans received on a dedicated email account? Not a big deal now!

Automated Testing

Automated testing is based on two main features: Function Proficiency Tests (FPT) and Function Regression Test (FRT)

Employing the FPT mode we can check if functions work correctly and are consistent with their specifications. The function, once recorded in FPT mode, can be reworked and utilized for multiple purposes.

FRT mode enables regular execution of Regression Testing to uncover errors (in other words: regressions) in both functional and non-functional areas of Dynamics AX solutions. Applications are subject to regular changes, such as modifications, service-packs or changes in configuration. Thanks to the FRT mode we are able to constantly monitor if these changes affect any other part of the tested solution.

Security permission wizard

Security Permission Wizard significantly simplifies and reduces the time needed to set-up and manage security permissions. SPW mode collects data on objects that users need to execute a given process. It then breaks this data down to allow you to create a new role specific to the process with just a couple clicks or choose the most optimal “standard” role, often allowing you to lower the licensing level needed

Performance Testing

Why wait for a crash to trigger problem solving.  Performance testing allows you to see how your system will perform under various stress levels. 

You can run 1000’s of processes, simultaneously to simulate any level of stress your system may encounter. You can make critical system adjustments before peak hours arrive

Documentation and demonstration assistant

DDA mode automates function and process presentation. In this mode Executive Automats display info balloons containing any relevant comments business or technical teams decide to record. Demonstration & Documentation Assistant can also easily play all the text comments in audio version, using an integrated voice synthesizer. All the comments can also be originally recorded as audio, if so desired.

Based on all recorded steps and text comments, this mode generates detailed and up-to-date documentation. Documentation provided by EA includes screen shots, depicting user actions, as well as system paths. Such documentation can serve both as a user manual and solution specification.

Service and instruction assistant

SIA mode allows Dynamics AX users to report solution errors or concerns with reference to specific user actions. An incident can be sent to the helpdesk team instantly with a keyboard shortcut (hot key). A script recorded by a user allows the service team to react upon the incident faster and resolve the problem quicker. Scripts register paths to application objects that caused errors and – if error is not the case – record all user actions, which makes reproducing the given Dynamics AX behavior a matter of minutes.

This mode enables AX users (key ones, for example) to record their own instructions for co-workers or new employees. Instead of an incident being sent to helpdesk, a tailor-made instruction can be sent to particular users or user groups within the organization.

Guidance and training assistant

GTA mode is designed to make Dynamics AX users’ onboarding quick and easy; simply – automated. Guidance & Training Assistant leads a user ‘by the hand’, presenting consecutive user actions, indicating application objects. EA informs users about required steps. The tool validates users’ responses (e.g. entered value) and either leads to a further step or asks the user for another attempt.