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Turn Dynamics 365 training videos into user guides for your forms, not Microsoft's
Model-driven apps, custom forms, Business Central pages, and the Power Automate flows behind them. Record the walkthrough once and Vidocu turns it into numbered steps with a screenshot of each screen as configured in your environment, ready to regenerate after every release wave.
How do you turn a Dynamics 365 training video into documentation?
Upload the recording of the Dynamics 365 process, whether it is a partner's Teams handover, an internal super-user session, or a fresh capture in your sandbox environment. Vidocu transcribes the narration, detects each action, and writes numbered steps paired with a screenshot of the form, view, or page at that moment. Because the screenshots come from your recording, the guide shows your custom columns, your business process flow stages, and your Business Central pages.
You review the draft in the editor, add the rule about which stage requires a quote, and publish it as a PDF, a page in a hosted knowledge base, or a narrated video for teams in other languages.
Why Microsoft Dynamics 365 documentation falls behind
Two release waves a year
Each wave changes something in the interface. Guides with hand-made screenshots go stale and users go back to asking the admin.
Every environment is customised
Custom tables, forms, business process flows, and Power Apps mean Microsoft Learn describes a product that only resembles yours.
Partners hand over on a call
The implementation partner explained the configuration in a series of Teams sessions. The recordings exist. The written user guides were never in scope.
What a Microsoft Dynamics 365 recording turns into
Vidocu documents whatever the recording shows. These are the areas of Microsoft Dynamics 365 teams most often record, with screenshots of the screens as configured in their own environment.
Dynamics 365 Sales
Lead qualification, opportunity stages, and quote-to-order in your business process flow, with your custom fields and views.
Dynamics 365 Customer Service
Case management, queues, knowledge, and the Customer Service workspace as your agents use it.
Finance and Supply Chain Management
Procurement, accounts payable, inventory, and period close tasks in your workspaces and legal entities.
Dynamics 365 Business Central
Sales orders, purchase invoices, bank reconciliation, and posting routines on your role centres and customised pages.
Power Apps and Power Automate
Canvas and model-driven apps built on Dataverse, and the flows that automate them, documented from the finished screens.
Administration and configuration
Admin guides for security roles, environment settings, and the customisations that make your deployment yours.
Try it with a Dynamics 365 walkthrough
Upload a recording of one process in your sandbox environment and see the guide Vidocu writes from it.
Drop your video here
or click to browse
Free plan included. You will be asked to sign in before the guide is generated, and your file comes with you.
How it works
Record the process in a sandbox
A short capture of one task with test records, or the recording of the partner's enablement session.
Vidocu writes the guide
Numbered steps drafted from the actions in the recording, each with a screenshot of the form or page as configured.
Add the rules
Insert the required field, the approval threshold, and the stage gate your policy adds. Apply your brand.
Publish and keep it current
Export PDFs, host guides in a searchable knowledge base, translate the article and the narrated video, and regenerate after each release wave.
What you get from one Microsoft Dynamics 365 recording
One upload. Everything generated. Each output is edited on its own and regenerated together when the process changes.
Step-by-step user guides
Numbered steps with a screenshot per step, edited in a built-in editor and exported to PDF, Word, or formatted text.
SOPs and work instructions
The same recording as a procedure document, with the warnings and business rules you add in review.
A narrated training video
Auto zooms, captions, and an AI voiceover from the same upload, so people who prefer to watch can.
A searchable knowledge base
Host every guide on your own domain with search and an Ask AI assistant that answers from your content.
Translations that stay in sync
Guides, subtitles, and voiceover in the languages your teams work in, each editable on its own.
Training quizzes and sign-off
A short quiz generated from the guide, with pass tracking and deadlines for a group.
Who uses Vidocu for Microsoft Dynamics 365
Microsoft partners and system integrators
Deliver the end-user documentation the statement of work promised from the enablement sessions you already run, without staffing an authoring phase at the end.
Dynamics 365 administrators
Keep guides current as you customise and as release waves land. Re-record the changed process, regenerate the guide, and every translation follows.
Sales, service, and finance operations
Onboard reps, agents, and processors with guides that show your forms and your stages, in their language, with a quiz to confirm they are ready.
Updating after a Microsoft Dynamics 365 release
Every step and screenshot comes from the recording, so an update is a re-run rather than a rewrite. Record the changed process, generate again, and the guide, the video, and every translation follow. Nobody retakes screenshots by hand.
What Vidocu does not do for Microsoft Dynamics 365
- Vidocu is not a Dynamics 365 or Power Platform connector. It does not connect to Dataverse, read solution components, or publish into Microsoft Learn. It reads recordings and produces documents and videos you place where your users look.
- Customer and financial data stay out of the recording. Record in a sandbox environment with test records. Whatever appears on screen appears in the screenshots.
- One process per recording works best. A focused walkthrough of one task produces a focused guide. A long training session is better cut into segments before upload.
Microsoft Dynamics 365 training to documentation FAQ
All of them, because Vidocu works from a screen recording rather than an integration. Sales, Customer Service, Finance, Supply Chain Management, Business Central, Field Service, and custom Power Apps are documented the same way: record the process, generate the guide.
Yes. The steps and screenshots come from your recording, so custom forms, columns, stages, and the apps and flows you built appear exactly as your users see them.
Re-record the affected process after the wave and regenerate. Because every step and screenshot is produced from the recording, an update takes minutes of processing rather than a manual pass through every image in the guide.
Yes. Export to Word or PDF for a SharePoint library, copy the formatted article into a SharePoint page, or embed the generated video in Teams or Viva. Vidocu can also host the guides in its own knowledge base on your domain with search and an Ask AI assistant.
Yes. The written guide and the video, including subtitles and AI voiceover, can be translated into the languages your teams work in. Each translation is editable on its own.
Recordings are stored in your private workspace and used only to generate your content. Record in a sandbox with test records so screens do not show real customer or financial data. Enterprise plans include a data processing agreement and SSO.
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See the pageSee your Microsoft Dynamics 365 walkthrough become a guide
Bring one recording to the demo. We generate the guide live and walk through the editor, translations, and hosting.
Microsoft Dynamics 365 is a trademark of Microsoft Corporation. Vidocu is an independent product and is not affiliated with, endorsed by, or sponsored by Microsoft Corporation.
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