From Clicks to Documentation: Converting D365 Task Recordings into L4 Guides

Intro:
Documenting business processes in Dynamics 365 can be time-consuming. Functional consultants and process owners often need to turn Task Recorder recordings into step-by-step user guides, training material, and Level 4 (L4) work instructions.
The challenge is that a Task Recorder file captures the system interaction, but it is not always ready to share as a polished business document.
To help with this, I created the axtr-to-markdown skill. It converts Microsoft Dynamics 365 Task Recorder recordings into structured Markdown documents that can be reviewed, enriched, published, or used as knowledge sources for Copilot Studio agents.

What is the axtr-to-markdown skill?
The axtr-to-markdown skill takes a Dynamics 365 Task Recorder file and transforms the recorded process into a structured Level 4 process training document.
It extracts available process information such as:

• Process title and description
• Recorded user steps
• Form and screen names
• Field or control names
• Recorded values
• Action types such as click, input, select, navigate, validate, save, and post

The output is a Markdown file that provides a much better starting point for a user manual than a raw Task Recorder export.
Key Features

• AXTR to Markdown conversion Converts Dynamics 365 Task Recorder content into an editable Markdown document.
• Level 3 and Level 4 support Generates either a concise SOP-style L3 document or a detailed click-by-click L4 work instruction.
• Structured process documentation Includes purpose, scope, prerequisites, roles and responsibilities, detailed steps, expected outcomes, troubleshooting, related documents, and revision history.
• SIPOC analysis draft Produces a draft Suppliers, Inputs, Process, Outputs, and Customers overview based on the available recording data.
• Metadata options Add a custom document title, author, department, process level, and output location.
• Copilot Studio-ready output Markdown documents can be used as a starting point for SharePoint knowledge articles, controlled documentation, or agent knowledge sources.

Why AXTR files are useful for L4 documentation
A Level 4 document focuses on the exact way a user performs a task in the system.
Dynamics 365 Task Recorder captures those practical details while a user completes the process. This makes AXTR-based documentation particularly useful for:

• Standard operating procedures
• End-user training guides
• Onboarding documentation
• Process harmonisation
• UAT test-script drafting
• Regression-test documentation
• Support and issue-reproduction steps

Instead of starting with a blank Word document and manually transcribing every click, teams can use the recording as the baseline and focus their time on validating the business context, controls, exceptions, and approvals.

axtr-to-markdown

axtr-to-markdown/
├── scripts/
│   ├── axtr_to_markdown.py
│   └── helpers.py
├── references/
├── assets/
└── SKILL.md

The axtr-to-markdown skill does not attempt to replace process experts. Instead, it removes the repetitive first step of documenting every click and screen interaction manually.
It turns a Dynamics 365 Task Recorder output into an editable Markdown draft that functional consultants, business users, and process owners can review and enrich. The result is a faster route from recorded system activity to a maintainable L4 work instruction.