Will I need a new license for this Quick Macros version if I already have one for an older version? Quick Macros upgrades are free. Just download and run the setup file. Download this app from Microsoft Store for Windows 10 Mobile, Windows Phone 8.1, Windows Phone 8. See screenshots, read the latest customer reviews, and compare ratings for Macro Key. It shows in the app being just over 150 with all of the same macro values, just not the calories values. And as a fat girl in recovery, this is vital for my own personal success. I'm not saying be like MFP, but I am saying sort yourselves out.
-->Overview of macros
In the customer service industry, agents have to click often to perform simple tasks, such as open a form, fill, and save it, and many repetitive and monotonous actions, such as greet a customer, verify a customer, send acknowledgment mail, and take notes. These clicks and repetitive tasks can lead to human errors while agents copy and paste the data across different operations.
Macros help address these challenges by helping users perform daily operations in a faster, more efficient, and process-compliant manner. Macros are a set of sequential actions that are performed by a user. You can reuse macros with different sessions based on the context parameters that are specific to the session.
The value propositions of the macros are as follows:
Automate repetitive and monotonous tasks with a single click.
Minimize human errors.
Adhere to business processes.
Lower average handling time.
Improve customer satisfaction.
Create contextual and reusable macros.
The macros in Omnichannel for Customer Service have the following:
Prerequisites
Install Dynamics 365 Productivity Tools solution.
Ensure that you have the Productivity tools administrator security role. To learn more, see Assign roles and enable users.
Ensure that agents and supervisors are assigned the Productivity tools user security role. To learn more, see Assign roles and enable users.
Predefined automation actions
In Customer Service, macros provide three connectors:
Productivity automation: Provides actions to perform model-driven app operations.
Session connector: Provides actions to perform session-related operations.
Omnichannel connector: Provides actions to perform Omnichannel for Customer Service–related operations.
Productivity automation
As an administrator, you can use the actions any number of times across different macros to automate and perform model-driven app operations.
The following screenshot shows the actions that are explained in the subsequent sections.
Open a new form to create a record
This action is used to open a new form to create a record. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity that you want to open. This is a mandatory field. | incident |
Entity form ID | Specify the form ID. This is an optional field. | |
Attribute Name | Specify the attribute logical name. You need to provide the attribute name to prepopulate the field with a value. | |
Attribute Value | Specify the attribute value. You need to provide the attribute value to prepopulate the attribute field. |
Open an existing record
This action is used to open an existing record form. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity that you want to open. This is a mandatory field. | incident |
Entity record ID | Specify the entity record ID. This is a mandatory field. | |
Entity form ID | Specify the form ID. This is an optional field. |
Open a record grid
This action is used to open a record grid. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity for which you want to open the grid. This is a mandatory field. | incident |
View ID | Specify the ID of the view that you want to open. This is a mandatory field. | |
View type | Specify the view type. This is a mandatory field. |
Search the knowledge base for the populated phrase
This action is used for searching knowledge articles based on the populated phrase. The action contains the following field.
Field | Description | Parameter |
---|---|---|
Search string | Provide the phrase based on which you want to search for knowledge articles. You can provide the context data. For example, the context data parameter can be a case title. |
Do a relevance search based on the phrase
This action is used for searching knowledge articles based on the populated phrase. The action contains the following field.
Field | Description | Parameter |
---|---|---|
Search string | Provide the phrase based on which you want to do a relevance search. You can provide the context data. For example, the context data parameter can be a case title. This is a mandatory field. |
Update an existing record
This action is used to update an existing record. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity that you want to update. This is a mandatory field. | incident |
Entity record ID | Specify the entity record ID. This is a mandatory field. | |
Attribute Name | Specify the attribute logical name you want to update. | |
Attribute Value | Specify the attribute value that will be updated for the above-mentioned attribute. |
Open an email form with predefined template
This action is used to open an email with a predefined template. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity. This is a mandatory field. | incident |
Entity record ID | Specify the entity record ID. This is a mandatory field. | |
Email recipients | Specify the recipients to whom you want the mail to be sent. This is a mandatory field. | |
Template ID | Specify the ID of the template that must displayed in the email. This is a mandatory field. |
Resolve a case
This action is used to resolve a case. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Billable time | Specify the time that is billable. This is a mandatory field. | incident |
Incident ID | Specify the ID of the case that you want to close. This is a mandatory field. | |
Resolution | Specify the reason to resolve the case. This is a mandatory field. |
Autofill form fields
This action is used for updating the form attribute (field). The action updates the attribute of a form if that form is currently in focus and has the same entity type as mentioned in action. If the action is run for any other entity, then the action will fail. Also, the action only updates the field and doesn't save the record. The action contains the following field.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity that you want to update. This is a mandatory field. | incident |
Clone current record
This action is used for cloning an existing record that is open in the current tab. The action only copies the fields and does not save the record. The action contains the following field.
Field | Description | Parameter |
---|---|---|
Record title | Specify the title of the record that you want to clone. This is a mandatory field. |
Open knowledge base article
This action is used to open the knowledge base article. The action contains the following field.
Field | Description | Parameter |
---|---|---|
Entity record ID | Specify the entity ID of the knowledge base article that you want to open. This is a mandatory field. |
Save the record
This action is used for saving the record after you've entered data in all the mandatory fields. The action fails if the mandatory fields aren't entered or are left blank.
Clone input record
This action is used for cloning an existing record. The action only copies the fields and does not save the record. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity that you want to clone. This is a mandatory field. | |
Entity record ID | Specify the ID of the entity record. This is a mandatory field. | |
Record title | Specify the record title. |
Session connector
As an administrator, you can use the actions any number of times across different macros to automate and perform operations related to a session in Omnichannel for Customer Service.
Note
Macro actions for the session connector can't be used in Customer Service workspace.
Open application tab
This action is used to open the specified application in a new tab with the attributes that you define. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Page type | Specify the application type to be opened. More information: Application types This is a mandatory field. | |
Application Template ID | Specify the ID of the application template. This is a mandatory field. | |
Attribute Name | Specify the attribute logical name you want to update. | |
Attribute Value | Specify the attribute value that will be updated for the above-mentioned attribute. |
Refresh the tab
This action is used to refresh a tab in the Omnichannel for Customer Service session. This action contains the following field.
Field | Description | Parameter |
---|---|---|
Tab ID | Specify the ID of the tab that you want to refresh. This is a mandatory field. |
Focus on the tab
This action is used to focus on a tab in the Omnichannel for Customer Service session. This action contains the following field.
Field | Description | Parameter |
---|---|---|
Tab ID | Specify the ID of the tab that you want to give focus to. This is a mandatory field. |
Get the current tab
This action is used to get the details of the current tab in Omnichannel for Customer Service. The get current tab action retrieves the Tab ID that could be used in the Refresh tab and Focus tab actions.
Omnichannel connector
As an administrator, you can use the actions any number of times across different macros to automate and perform operations related to Omnichannel for Customer Service.
Note
Macro actions for the Omnichannel connector can't be used in Customer Service workspace.
Send KB article in chat
This action is used to paste a knowledge base article in the conversation chat window. It must be used with the Search knowledge base for the populated phrase action. The action contains the following field.
Field | Description | Parameter |
---|---|---|
Entity record ID | Specify the ID of the entity record. This is a mandatory field. |
Link record to the conversation
This action is used to link a record to the conversation when the customer is communicating with the agent in the Omnichannel for Customer Service session. This action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity Logical Name | Specify the logical name of the entity that you want to link. This is a mandatory field. | incident |
Entity record id | Specify the entity record ID of the entity that you want to link. This is a mandatory field. | |
Entity primary Name | Specify the primary name of the entity that you want to link. This is a mandatory field. |
Unlink record from the conversation
This action is used to unlink a record from the conversation when the customer is communicating with the agent in the Omnichannel for Customer Service session. This action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity Logical Name | Specify the logical name of the entity that you want to unlink. This is a mandatory field. | incident |
Entity record id | Specify the entity record ID of the entity that you want to unlink. This is a mandatory field. | |
Entity primary Name | Specify the primary name of the entity that you want to unlink. This is a mandatory field. |
Flow connector
As an administrator, you can use the actions any number of times across different macros to automate and perform operations related to Omnichannel for Customer Service and Customer Service workspace.
Run Flow
This action is used to trigger Power Automate flows using macros in agent scripts. This action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity that you want to link. This is a mandatory field. Any Microsoft Dataverse entity, such as Account, can be used based on business needs. | account |
Entity record id | Specify the entity record ID of the entity that you want to link. This is a mandatory field. Ids or slugs, such as {customerRecordId}, can be used. While this field is labeled as entity record id, any value to be processed can be passed. While the field is required, values do not have to be functional unless required for the flow logic. | {customerRecordId} |
Select flow | Specify or select the Power Automate flow to be run by this action. Requires instant cloud flows with When a record is selected flow triggers. Existing flows with proper permissions will be detected and displayed in the drop-down list. |
Power Automate flow permissions
Referenced flows require valid connection and run permissions for the Omnichannel for Customer Service and Customer Service workspace tenant and agents that run the flow from within agent scripts.
When you run the Run flow action, flows are run within the embedded flow widget on Omnichannel for Customer Service.
Built-in
The Built-in control allows you to run a macro action step based on the conditions. The Built-in category connector has a Condition action.
To use the Built-in category, you first need to have a trigger (predefined automation actions). That is, select a predefined automation action first, and before or after a step, you can define the condition. You can also create nested conditions as per your requirements.
Using the View run history option for a particular macro, you can see the condition that was run and whether it succeeded.
For example, you want to open a new form and save it after entering the fields. If the Product field in the form has Surface as the value, evaluate it as true and then perform the knowledge base article search with the search phrase as Surface. If it is evaluated as false, don't perform any further actions.
Use the automation dictionary to pass macro context data parameters
Macros are a set of configured actions that are run on demand by users. As an administrator, you need to configure the actions that a macro must perform. To configure the actions, you need to provide certain data parameters keys. When an agent runs the macro, these data parameters keys are replaced by contextual values.
To learn about the slugs for productivity tools, see Slugs.
To learn more, see Use automation dictionary to pass data parameter keys.
Create a macro
Sign in to Power Apps, and go to the app profile manager page.
In the left pane, under Productivity, select Agent scripts. The Unified Interface page opens on a new tab.
On the page that appears, select New.
On the Create macros page, specify the following.
Field Description Example value Name Provide a name to the macro. The name is displayed to the agent at runtime. Create case Description Describe the purpose of the macro. The description is displayed to the agent at runtime. This macro action is used to create a case. Select Start macro execution, and then select New step.
Select a connector from the list. The following connectors are available:
Select an action from the list of actions. You can add as many actions as you need, based on your business requirements.
If you select Productivity Automation, you'll see the following actions.
Purpose Action name Open a new form to create a record Create new Open an existing form Open form Open a record grid Open grid Search the knowledge base for the populated phrase Search knowledge articles Do a relevance search based on the phrase Search Update an existing record Update record Open an email form with predefined template Open email Resolve a case Resolve case For example, select Open a new form to create a record, and the step appears. To learn more, see Productivity automation.
If you select Session connector, you'll see the following actions.
Purpose Action name Refresh the application tab Refresh tab Focus on a particular application tab from another application tab Focus tab Get the details of the current application tab Get current tab To learn more, see Session connector.
If you select Omnichannel connector, you'll see the following actions.
Purpose Action name Link a record to the conversation while interacting with the customer Link record to the conversation Unlink a record from the conversation while interacting with the customer Unlink record from the conversation To learn more, see Omnichannel connector.
Note
Omnichannel connector is not available in Customer Service workspace.
Specify the values in the fields. To learn how to specify the values, see Use automation dictionary to pass data parameters keys.
If you selected Open a new form to create a record, you can select Show advanced options to add the attributes and values you want. If required, you can select + Add new item to add more attributes.
After you add an action step, to define conditions, select the Built-in tab, and select Control.
Select Condition to define the conditions. The condition has If true or If false. Define the condition as per your requirement.
To add another action step, repeat step 7 and optionally step 8.
Select Save and close.
Now, when the agent runs the macro, the actions will be run by fetching the data parameter keys according to the context available from the sources. To learn more, see Use automation dictionary to pass data parameters keys.
View macro run history
As an administrator, you can view the macro run history, which shows how many times a macro has been run, along with the success or fail status. When you select a macro that failed, you can view the exact action step at which the failure occurred.
In the site map of Omnichannel admin center, select Agent experience under Advanced settings, and then select Manage for Macros. If you're using the Omnichannel Administration app, under Agent Experience, select Macros.
Select the macro for which you want to view the history.
Select View run history.
Select the macro that failed from the list.
See the macro action step that caused the failure. Review the previous step for any issue in the slug data parameters that might've been passed incorrectly or slug data parameters that were updated incorrectly.
For example, when you select on the Open a new form to create a record step, select Show more, and you can view that the mandatory fields don't have values, which are mandatory to save the record. Due to this reason, the macro run failed at the Save the record step.
Fix the macro step action that you think might have caused the failure, and then try running it again. For example, since the values are not resolved, go to the macro designer and then check on the slugs, and then try running the macro again.
Note
If the issue persists, contact Microsoft support.
See also
Use automation dictionary to pass data parameters keys
Agent scriptsSmart Assist
There are times when you need to do something over and over again on the computer which is very time consuming and tedious. One simple example is the need to transfer a lot of data from an Excel spreadsheet into a database management system (DMBS) and it cannot import the data from the XLS file. Instead of hiring a team of people to do the data input or a programmer to write a custom importer, you can actually rely on a piece of 'Macro' software to automatically do it for you.
Macro software can be used to create a series of actions to help in automating tasks. It can be as simple as clicking a button to record your keyboard and mouse actions but it can also be very advanced where you get to write your own sophisticated macro script for play back. You can find both free and paid macro software, the free macro software is easier to use with less features while the paid versions support more commands and activations.
Here we have a list of our top 10 free macro software which can make your computer perform repetitive tasks.
10. Macro Dollar
Macro Dollar is an old and simple automation software that was originally created around 10 years ago for 'paid to surf' programs to click on advertisement bars installed on computers. Since it can record both mouse actions and keyboard input for play back, we consider it to be a Macro software. Probably the most unique yet least used feature found in Macro Dollar is the 'Shake' option where your mouse cursor shakes when a recording is being played.
The terms used in Macro Dollar are slightly different compared to the rest because this program is created by a Frenchman. For example, the Journal is normally called Macro and the Scenario is actually the Scheduler.
9. WinMacro
WinMacro is nearly as old as Macro Dollar and still worked perfectly when we briefly tested it using Windows 7. Only 3 steps are required to record; browse the location to save the recording file, click the record button and press the hardcoded hotkey Pause/Break to stop the recording. Whenever you want to play back the recording, simply browse the .log file and click the Playback button. The playback can be cancelled with the hotkey Ctrl+Esc. The Options button allows you to set the number of repetitions and playback speed.
8. GhostMouse
GhostMouse is a no-brainer program that is incredibly simple with only 2 buttons (Play & Record) on the main graphical user interface. It is more suitable for quick and short term use but certainly not for automating repetitive task because there is no repeat or loop functionality. One unique feature to be found in GhostMouse is the ability to perform a list of actions such as turning off the computer on playback complete.
7. Do It Again
Do It Again is not much different if compared to the other 3 tools listed above but one advantage it has is the list of macro recordings displayed in the program, making it convenient for users who need to run different tasks without manually loading the scripts to the program.
For advanced users, another advantage found in Do It Again is the recordings that are saved as .DIA extension stored in the program's folder are in clear text format which means you can actually edit the actions.
6. Mini Mouse Macro
Mini Mouse Macro is an open source macro software hosted at SourceForge. Other than the ability to record mouse & keyboard actions, looping/repeating playback, it also comes with a simple editor to add/remove/edit the captured actions.
There is a mouse checkbox and once it is ticked, Mini Mouse Macro will include the mouse movement of the X and Y position in the recordings. Defining a loop count is a bit tricky because you'll need to click on the 'Loop' word where a dialog box will be displayed and you can enter the value for the loop count. Command line is also supported and can be easily created from the Script Builder found in File menubar.
5. Macro Toolworks Free
Macro Toolsworks comes in 3 editions which are free, standard and professional. It is actually a very powerful macro automation software that supports over a hundred macro commands such as variables, finding an image on screen, sending emails, FTP, manipulating windows, etc. However, only basic macro commands such as sending keystrokes and mouse events are enabled in the free version which makes it a pretty basic macro software with an advanced interface.
4. Mouse Recorder Pro
Mouse Recorder Pro is created by a talented young man named Shay from Israel. A quick glance at the software's interface would make you think that this is yet another simple record and playback macro software but it has much more to offer.
Mouse Recorder Pro can be really easy to use, thanks to the 5 big buttons where you can record, play, save and load recordings. Optionally, the built-in macro editor allows you to add or remove events to fine tune the accuracy of the actions. The last update which was released 3 years ago added user plugin support where you can code your own plugins using C# or Visual Basic .Net to manipulate your recording and playing script.
You can find our remaining top 3 together with a feature comparison table and summary listed on the second page.
12Next › View AllYou might also like:
10 Free Online and Offline Screen Recording Software3 Ways to Record Skype Video Calls for Free without LimitsI suggest to add also MOUSEKEY RECORDER in the list. It's a free and powerful mouse and keyboard recorder for Windows
ReplyMousekey Recorder isn't free, you have to pay to get more than 15 repetitions, which makes it completely pointless.
ReplyHi, why the program botmek is not listed ???
ReplyTry WinParrot from winparrot.com it is free since 2009
Replyi need a simple software thac could entry 16 digit data from excel to web.
then the situation is, if the the digit more or less than 16 or doesnt match for the web entry, it wil be separated from the excel table..
any suggestion for me?
ReplyMacro App For Iphone
With Excel you can check the data conditions that you are mentioning and if the data is correct, then you place the correct information in another column. Once that column ins filled with correct data, minimouse will take that data cell by cell and use it as web entry. Is something really simple
Replyalt + f11, then f1.
ReplyRepetitive tasks arise during the day randomly, I need a macro recorder that is continuosly recording and with IA to detect when one task can be repeated automatically.
ReplyJurij Fedorov, it is very simple. For example, I will show you how to record the text bellow into the key 1.
Whenever you press CTRL SHIFT 1, will show this text:
NOW YOU KNOW HOW TO DO THAT
1. Execute CMD (command prompt) in administration mode.
2. Create the file 1.txt with the text NOW YOU KNOW HOW TO DO THAT inside:
– type this: copy con 1.txt and press ENTER
– type this: NOW YOU KNOW HOW TO DO THAT and press ENTER
– press key F6
3. Create file 1.bat:
– type this: copy con 1.bat and press ENTER
– type this: type 1.txt | clip
– press key F6
4. Create a shortcut on your desktop to the file 1.bat. Example, if you file 1.bat is on c:, then create a shortcut on your desktop to the file c:1.bat
Finally, click the shortcut with the right button of the mouse, clin on properties, and then create the CTRL SHIFT 1 shorcut
ReplyI need some extremely simple software. I need to write text in the software itself and then when I click a button on my keyboard that text needs to be written. Then I will use 2 buttons for 2 different lines of text. Can't seem to find this anywhere besides in the $5 Typer MurGee.
ReplyYou can do it with ShortKeeper (freeware)
ReplyI use AlomWare Actions alomware.com/actions.htm for typing text and moving the mouse, mainly because it also does app launching and window management too (setting windows on top, transparent, and such).
ReplyAgreed that Anthony Mathews Macromaker is the best of the lot. I used it for years on XP and Win 7 to automate everything except for washing the dishes and flushing the toilet. But does anyone know how to make it work on Win 10?
ReplyAnthony Matthews' MacroMaker is still the best and most powerful macro utility IMHO:
members.ij.net/anthonymathews/Macromaker.htm
A new addition to the list is UiPath Studio. The Community Edition is FREE with lots of features for screen scraping, web and desktop automation and macro recording: uipath.com/automate/macro-recorder
ReplyWhat do you think about UiPath? It's free for individual users: uipath.com/automate/macro-recorder
ReplyMacro App Fortnite
Very Good article ! just WinParrot a new free software is missing…
ReplyI downloaded MiniMouse. The interface was reasonable but it wouldn't let me escape playback by pressing Escape. Talk about a DUH feature. It wants instead for me to press Alt+F6. OMG yeah the macro is effing everything up I'll just take five minutes to look up that… oh nm too late everything is gone. Idiots. I'm a programming and I once programmed a working app that wasn't so ridiculous. You could make the shortcuts as ANY key you wanted, and why not? I wish I knew what I did with that.
ReplyHey James. I'm reading your post and I have to say I totally disagree with you. You say ‘escape' should be stop…what if I want to record Escape in my macro? So according to you I wouldnt be able to, it would stop recording. With Mini Mouse Macro you can define your keys to stop recording. So say your a ‘programming', and you have created apps…it sounds like you do not know what you are talking about.
ReplyAutomatemyTasks also works great. worth giving a try
automatemytasks.weebly.com/
excellent report, nicely done from 8+ years away
I think WeeScript Automation should also be a very good look
ReplyWow, I went through four of these before finding Mouse Recorder Premium 1.0.46. While searching for reviews of Mouse Recorder Pro, I accidentally starting reading reviews for Mouse Recorder Premium.
Mouse Recorder Premium (MPR) optimizes mouse movement automatically! When you record a macro, it automatically streamlines your mouse movements. No more editing 16,000 lines of 'move' events like Mini Mouse or Pulover's ! You can wave the mouse around during recording and then click somewhere and the excess mouse movement is automatically reduced to point to point events. (You can probably tell I was stunned – and very pleased.)
Yes, MPR is free and easy to use. It can do sophisticated other things like finding a certain color or waiting for a web page to load, (I don't use the advanced features) and it actually has step-by-step documentation that got me started right away.
Watch the video at mouserecorder.com and I think you will be as surprised as I was.
I am not associated in any way with anyone at mouserecorder.com (written by a German group) but I really do like the mouse optimization. I know this sounds like an ad – but after loading and trying four other recorders, this was a breath of fresh air…
ReplyI am a software engineer and multiple tasks are always a headache for me but after I tried these utilities I shocked! Multiple task run properly and memory management is also very good… very good utility guys…
ReplyPerform Repetitive Tasks awesome utility …. saving of time and well time management tool ……
ReplyMacro Approach Sociology
Can anybody advise about the best automation software to open up hundreds of 'Load more comments' link on a long reddit post?
For example,
reddit.com/r/AskReddit/comments/2af81r/what_about_sex_did_you_not_know_about_until_it/
So far , I have tried some of the recommendations here and also 4 other softwares I have found:
None of them works.
Thanks a million.
ReplyI use the FREE Clicky Mouse from Macro Toolworks for my enviroment.
Macros by Mouse Actions:
macrotoolworks.com/index.php/en/macro-automation-software/clickymouse-click-automation
Wow! This is the hands-down BEST article of its type, on this subject, that I've read…
…and, trust me, I've read a bunch. Thank you, Raymond!
__________________________________
Gregg L. DesElms
Napa, California USA
gregg at greggdeselms dot com
Veritas nihil veretur nisi abscondi.
Veritas nimium altercando amittitur.
Thanks a lot dear Raymond for this post
ReplyOnce upon a time… Well, I don't really understand Microsoft. Why does their evolution also mean a mandatory devolution too? Win 3.11 had a macro editor, a clipbook and some other programs and functions that were lost in time… I guess the XP was an accident, they probably fired the team that made it almost fully functional. Since then, every new version is fancyer, but somehow dumber.
Replyawesome stuff and really useful
ReplyWow, I love Do It Again. I work with computer mainentance and to install Windows, all the softwares and updates take a very long time. Besides, all my tries with NLite, Almeza, etc. were failed. Hope it's as good as I imagine…
Replywhat happens if you know little or no script language??
i learning some Qbasic programing in school now, but it won't help much…(at least that's what i think….)
that was quite good but you still need to have good hold on coding then only this is going to benefit you
ReplyOk Raymond, I'll send it tomorrow, because I've installed the software in my work Pc. Thanks, so much!!! o/
ReplyAutoit is much more than just a macro generator, it has become a real programming language now. Supporting network communication,dll imports, gui,string manipulation and much more. I have used it for countless projects that had nothing to do with macros, and if you check the forums you can see the true power of this language.
This action is used for cloning an existing record that is open in the current tab. The action only copies the fields and does not save the record. The action contains the following field.
Field | Description | Parameter |
---|---|---|
Record title | Specify the title of the record that you want to clone. This is a mandatory field. |
Open knowledge base article
This action is used to open the knowledge base article. The action contains the following field.
Field | Description | Parameter |
---|---|---|
Entity record ID | Specify the entity ID of the knowledge base article that you want to open. This is a mandatory field. |
Save the record
This action is used for saving the record after you've entered data in all the mandatory fields. The action fails if the mandatory fields aren't entered or are left blank.
Clone input record
This action is used for cloning an existing record. The action only copies the fields and does not save the record. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity that you want to clone. This is a mandatory field. | |
Entity record ID | Specify the ID of the entity record. This is a mandatory field. | |
Record title | Specify the record title. |
Session connector
As an administrator, you can use the actions any number of times across different macros to automate and perform operations related to a session in Omnichannel for Customer Service.
Note
Macro actions for the session connector can't be used in Customer Service workspace.
Open application tab
This action is used to open the specified application in a new tab with the attributes that you define. The action contains the following fields.
Field | Description | Parameter |
---|---|---|
Page type | Specify the application type to be opened. More information: Application types This is a mandatory field. | |
Application Template ID | Specify the ID of the application template. This is a mandatory field. | |
Attribute Name | Specify the attribute logical name you want to update. | |
Attribute Value | Specify the attribute value that will be updated for the above-mentioned attribute. |
Refresh the tab
This action is used to refresh a tab in the Omnichannel for Customer Service session. This action contains the following field.
Field | Description | Parameter |
---|---|---|
Tab ID | Specify the ID of the tab that you want to refresh. This is a mandatory field. |
Focus on the tab
This action is used to focus on a tab in the Omnichannel for Customer Service session. This action contains the following field.
Field | Description | Parameter |
---|---|---|
Tab ID | Specify the ID of the tab that you want to give focus to. This is a mandatory field. |
Get the current tab
This action is used to get the details of the current tab in Omnichannel for Customer Service. The get current tab action retrieves the Tab ID that could be used in the Refresh tab and Focus tab actions.
Omnichannel connector
As an administrator, you can use the actions any number of times across different macros to automate and perform operations related to Omnichannel for Customer Service.
Note
Macro actions for the Omnichannel connector can't be used in Customer Service workspace.
Send KB article in chat
This action is used to paste a knowledge base article in the conversation chat window. It must be used with the Search knowledge base for the populated phrase action. The action contains the following field.
Field | Description | Parameter |
---|---|---|
Entity record ID | Specify the ID of the entity record. This is a mandatory field. |
Link record to the conversation
This action is used to link a record to the conversation when the customer is communicating with the agent in the Omnichannel for Customer Service session. This action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity Logical Name | Specify the logical name of the entity that you want to link. This is a mandatory field. | incident |
Entity record id | Specify the entity record ID of the entity that you want to link. This is a mandatory field. | |
Entity primary Name | Specify the primary name of the entity that you want to link. This is a mandatory field. |
Unlink record from the conversation
This action is used to unlink a record from the conversation when the customer is communicating with the agent in the Omnichannel for Customer Service session. This action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity Logical Name | Specify the logical name of the entity that you want to unlink. This is a mandatory field. | incident |
Entity record id | Specify the entity record ID of the entity that you want to unlink. This is a mandatory field. | |
Entity primary Name | Specify the primary name of the entity that you want to unlink. This is a mandatory field. |
Flow connector
As an administrator, you can use the actions any number of times across different macros to automate and perform operations related to Omnichannel for Customer Service and Customer Service workspace.
Run Flow
This action is used to trigger Power Automate flows using macros in agent scripts. This action contains the following fields.
Field | Description | Parameter |
---|---|---|
Entity logical name | Specify the logical name of the entity that you want to link. This is a mandatory field. Any Microsoft Dataverse entity, such as Account, can be used based on business needs. | account |
Entity record id | Specify the entity record ID of the entity that you want to link. This is a mandatory field. Ids or slugs, such as {customerRecordId}, can be used. While this field is labeled as entity record id, any value to be processed can be passed. While the field is required, values do not have to be functional unless required for the flow logic. | {customerRecordId} |
Select flow | Specify or select the Power Automate flow to be run by this action. Requires instant cloud flows with When a record is selected flow triggers. Existing flows with proper permissions will be detected and displayed in the drop-down list. |
Power Automate flow permissions
Referenced flows require valid connection and run permissions for the Omnichannel for Customer Service and Customer Service workspace tenant and agents that run the flow from within agent scripts.
When you run the Run flow action, flows are run within the embedded flow widget on Omnichannel for Customer Service.
Built-in
The Built-in control allows you to run a macro action step based on the conditions. The Built-in category connector has a Condition action.
To use the Built-in category, you first need to have a trigger (predefined automation actions). That is, select a predefined automation action first, and before or after a step, you can define the condition. You can also create nested conditions as per your requirements.
Using the View run history option for a particular macro, you can see the condition that was run and whether it succeeded.
For example, you want to open a new form and save it after entering the fields. If the Product field in the form has Surface as the value, evaluate it as true and then perform the knowledge base article search with the search phrase as Surface. If it is evaluated as false, don't perform any further actions.
Use the automation dictionary to pass macro context data parameters
Macros are a set of configured actions that are run on demand by users. As an administrator, you need to configure the actions that a macro must perform. To configure the actions, you need to provide certain data parameters keys. When an agent runs the macro, these data parameters keys are replaced by contextual values.
To learn about the slugs for productivity tools, see Slugs.
To learn more, see Use automation dictionary to pass data parameter keys.
Create a macro
Sign in to Power Apps, and go to the app profile manager page.
In the left pane, under Productivity, select Agent scripts. The Unified Interface page opens on a new tab.
On the page that appears, select New.
On the Create macros page, specify the following.
Field Description Example value Name Provide a name to the macro. The name is displayed to the agent at runtime. Create case Description Describe the purpose of the macro. The description is displayed to the agent at runtime. This macro action is used to create a case. Select Start macro execution, and then select New step.
Select a connector from the list. The following connectors are available:
Select an action from the list of actions. You can add as many actions as you need, based on your business requirements.
If you select Productivity Automation, you'll see the following actions.
Purpose Action name Open a new form to create a record Create new Open an existing form Open form Open a record grid Open grid Search the knowledge base for the populated phrase Search knowledge articles Do a relevance search based on the phrase Search Update an existing record Update record Open an email form with predefined template Open email Resolve a case Resolve case For example, select Open a new form to create a record, and the step appears. To learn more, see Productivity automation.
If you select Session connector, you'll see the following actions.
Purpose Action name Refresh the application tab Refresh tab Focus on a particular application tab from another application tab Focus tab Get the details of the current application tab Get current tab To learn more, see Session connector.
If you select Omnichannel connector, you'll see the following actions.
Purpose Action name Link a record to the conversation while interacting with the customer Link record to the conversation Unlink a record from the conversation while interacting with the customer Unlink record from the conversation To learn more, see Omnichannel connector.
Note
Omnichannel connector is not available in Customer Service workspace.
Specify the values in the fields. To learn how to specify the values, see Use automation dictionary to pass data parameters keys.
If you selected Open a new form to create a record, you can select Show advanced options to add the attributes and values you want. If required, you can select + Add new item to add more attributes.
After you add an action step, to define conditions, select the Built-in tab, and select Control.
Select Condition to define the conditions. The condition has If true or If false. Define the condition as per your requirement.
To add another action step, repeat step 7 and optionally step 8.
Select Save and close.
Now, when the agent runs the macro, the actions will be run by fetching the data parameter keys according to the context available from the sources. To learn more, see Use automation dictionary to pass data parameters keys.
View macro run history
As an administrator, you can view the macro run history, which shows how many times a macro has been run, along with the success or fail status. When you select a macro that failed, you can view the exact action step at which the failure occurred.
In the site map of Omnichannel admin center, select Agent experience under Advanced settings, and then select Manage for Macros. If you're using the Omnichannel Administration app, under Agent Experience, select Macros.
Select the macro for which you want to view the history.
Select View run history.
Select the macro that failed from the list.
See the macro action step that caused the failure. Review the previous step for any issue in the slug data parameters that might've been passed incorrectly or slug data parameters that were updated incorrectly.
For example, when you select on the Open a new form to create a record step, select Show more, and you can view that the mandatory fields don't have values, which are mandatory to save the record. Due to this reason, the macro run failed at the Save the record step.
Fix the macro step action that you think might have caused the failure, and then try running it again. For example, since the values are not resolved, go to the macro designer and then check on the slugs, and then try running the macro again.
Note
If the issue persists, contact Microsoft support.
See also
Use automation dictionary to pass data parameters keys
Agent scriptsSmart Assist
There are times when you need to do something over and over again on the computer which is very time consuming and tedious. One simple example is the need to transfer a lot of data from an Excel spreadsheet into a database management system (DMBS) and it cannot import the data from the XLS file. Instead of hiring a team of people to do the data input or a programmer to write a custom importer, you can actually rely on a piece of 'Macro' software to automatically do it for you.
Macro software can be used to create a series of actions to help in automating tasks. It can be as simple as clicking a button to record your keyboard and mouse actions but it can also be very advanced where you get to write your own sophisticated macro script for play back. You can find both free and paid macro software, the free macro software is easier to use with less features while the paid versions support more commands and activations.
Here we have a list of our top 10 free macro software which can make your computer perform repetitive tasks.
10. Macro Dollar
Macro Dollar is an old and simple automation software that was originally created around 10 years ago for 'paid to surf' programs to click on advertisement bars installed on computers. Since it can record both mouse actions and keyboard input for play back, we consider it to be a Macro software. Probably the most unique yet least used feature found in Macro Dollar is the 'Shake' option where your mouse cursor shakes when a recording is being played.
The terms used in Macro Dollar are slightly different compared to the rest because this program is created by a Frenchman. For example, the Journal is normally called Macro and the Scenario is actually the Scheduler.
9. WinMacro
WinMacro is nearly as old as Macro Dollar and still worked perfectly when we briefly tested it using Windows 7. Only 3 steps are required to record; browse the location to save the recording file, click the record button and press the hardcoded hotkey Pause/Break to stop the recording. Whenever you want to play back the recording, simply browse the .log file and click the Playback button. The playback can be cancelled with the hotkey Ctrl+Esc. The Options button allows you to set the number of repetitions and playback speed.
8. GhostMouse
GhostMouse is a no-brainer program that is incredibly simple with only 2 buttons (Play & Record) on the main graphical user interface. It is more suitable for quick and short term use but certainly not for automating repetitive task because there is no repeat or loop functionality. One unique feature to be found in GhostMouse is the ability to perform a list of actions such as turning off the computer on playback complete.
7. Do It Again
Do It Again is not much different if compared to the other 3 tools listed above but one advantage it has is the list of macro recordings displayed in the program, making it convenient for users who need to run different tasks without manually loading the scripts to the program.
For advanced users, another advantage found in Do It Again is the recordings that are saved as .DIA extension stored in the program's folder are in clear text format which means you can actually edit the actions.
6. Mini Mouse Macro
Mini Mouse Macro is an open source macro software hosted at SourceForge. Other than the ability to record mouse & keyboard actions, looping/repeating playback, it also comes with a simple editor to add/remove/edit the captured actions.
There is a mouse checkbox and once it is ticked, Mini Mouse Macro will include the mouse movement of the X and Y position in the recordings. Defining a loop count is a bit tricky because you'll need to click on the 'Loop' word where a dialog box will be displayed and you can enter the value for the loop count. Command line is also supported and can be easily created from the Script Builder found in File menubar.
5. Macro Toolworks Free
Macro Toolsworks comes in 3 editions which are free, standard and professional. It is actually a very powerful macro automation software that supports over a hundred macro commands such as variables, finding an image on screen, sending emails, FTP, manipulating windows, etc. However, only basic macro commands such as sending keystrokes and mouse events are enabled in the free version which makes it a pretty basic macro software with an advanced interface.
4. Mouse Recorder Pro
Mouse Recorder Pro is created by a talented young man named Shay from Israel. A quick glance at the software's interface would make you think that this is yet another simple record and playback macro software but it has much more to offer.
Mouse Recorder Pro can be really easy to use, thanks to the 5 big buttons where you can record, play, save and load recordings. Optionally, the built-in macro editor allows you to add or remove events to fine tune the accuracy of the actions. The last update which was released 3 years ago added user plugin support where you can code your own plugins using C# or Visual Basic .Net to manipulate your recording and playing script.
You can find our remaining top 3 together with a feature comparison table and summary listed on the second page.
12Next › View AllYou might also like:
10 Free Online and Offline Screen Recording Software3 Ways to Record Skype Video Calls for Free without Limits12 Software to Turn your Computer into Video Surveillance System5 Free Tools to Remap and Customize Mouse Button ActionsDownload Sony Memory Card File Rescue Software for FreeI suggest to add also MOUSEKEY RECORDER in the list. It's a free and powerful mouse and keyboard recorder for Windows
ReplyMousekey Recorder isn't free, you have to pay to get more than 15 repetitions, which makes it completely pointless.
ReplyHi, why the program botmek is not listed ???
ReplyTry WinParrot from winparrot.com it is free since 2009
Replyi need a simple software thac could entry 16 digit data from excel to web.
then the situation is, if the the digit more or less than 16 or doesnt match for the web entry, it wil be separated from the excel table..
any suggestion for me?
ReplyMacro App For Iphone
With Excel you can check the data conditions that you are mentioning and if the data is correct, then you place the correct information in another column. Once that column ins filled with correct data, minimouse will take that data cell by cell and use it as web entry. Is something really simple
Replyalt + f11, then f1.
ReplyRepetitive tasks arise during the day randomly, I need a macro recorder that is continuosly recording and with IA to detect when one task can be repeated automatically.
ReplyJurij Fedorov, it is very simple. For example, I will show you how to record the text bellow into the key 1.
Whenever you press CTRL SHIFT 1, will show this text:
NOW YOU KNOW HOW TO DO THAT
1. Execute CMD (command prompt) in administration mode.
2. Create the file 1.txt with the text NOW YOU KNOW HOW TO DO THAT inside:
– type this: copy con 1.txt and press ENTER
– type this: NOW YOU KNOW HOW TO DO THAT and press ENTER
– press key F6
3. Create file 1.bat:
– type this: copy con 1.bat and press ENTER
– type this: type 1.txt | clip
– press key F6
4. Create a shortcut on your desktop to the file 1.bat. Example, if you file 1.bat is on c:, then create a shortcut on your desktop to the file c:1.bat
Finally, click the shortcut with the right button of the mouse, clin on properties, and then create the CTRL SHIFT 1 shorcut
ReplyI need some extremely simple software. I need to write text in the software itself and then when I click a button on my keyboard that text needs to be written. Then I will use 2 buttons for 2 different lines of text. Can't seem to find this anywhere besides in the $5 Typer MurGee.
ReplyYou can do it with ShortKeeper (freeware)
ReplyI use AlomWare Actions alomware.com/actions.htm for typing text and moving the mouse, mainly because it also does app launching and window management too (setting windows on top, transparent, and such).
ReplyAgreed that Anthony Mathews Macromaker is the best of the lot. I used it for years on XP and Win 7 to automate everything except for washing the dishes and flushing the toilet. But does anyone know how to make it work on Win 10?
ReplyAnthony Matthews' MacroMaker is still the best and most powerful macro utility IMHO:
members.ij.net/anthonymathews/Macromaker.htm
A new addition to the list is UiPath Studio. The Community Edition is FREE with lots of features for screen scraping, web and desktop automation and macro recording: uipath.com/automate/macro-recorder
ReplyWhat do you think about UiPath? It's free for individual users: uipath.com/automate/macro-recorder
ReplyMacro App Fortnite
Very Good article ! just WinParrot a new free software is missing…
ReplyI downloaded MiniMouse. The interface was reasonable but it wouldn't let me escape playback by pressing Escape. Talk about a DUH feature. It wants instead for me to press Alt+F6. OMG yeah the macro is effing everything up I'll just take five minutes to look up that… oh nm too late everything is gone. Idiots. I'm a programming and I once programmed a working app that wasn't so ridiculous. You could make the shortcuts as ANY key you wanted, and why not? I wish I knew what I did with that.
ReplyHey James. I'm reading your post and I have to say I totally disagree with you. You say ‘escape' should be stop…what if I want to record Escape in my macro? So according to you I wouldnt be able to, it would stop recording. With Mini Mouse Macro you can define your keys to stop recording. So say your a ‘programming', and you have created apps…it sounds like you do not know what you are talking about.
ReplyAutomatemyTasks also works great. worth giving a try
automatemytasks.weebly.com/
excellent report, nicely done from 8+ years away
ReplyI think WeeScript Automation should also be a very good look
ReplyWow, I went through four of these before finding Mouse Recorder Premium 1.0.46. While searching for reviews of Mouse Recorder Pro, I accidentally starting reading reviews for Mouse Recorder Premium.
Mouse Recorder Premium (MPR) optimizes mouse movement automatically! When you record a macro, it automatically streamlines your mouse movements. No more editing 16,000 lines of 'move' events like Mini Mouse or Pulover's ! You can wave the mouse around during recording and then click somewhere and the excess mouse movement is automatically reduced to point to point events. (You can probably tell I was stunned – and very pleased.)
Yes, MPR is free and easy to use. It can do sophisticated other things like finding a certain color or waiting for a web page to load, (I don't use the advanced features) and it actually has step-by-step documentation that got me started right away.
Watch the video at mouserecorder.com and I think you will be as surprised as I was.
I am not associated in any way with anyone at mouserecorder.com (written by a German group) but I really do like the mouse optimization. I know this sounds like an ad – but after loading and trying four other recorders, this was a breath of fresh air…
ReplyI am a software engineer and multiple tasks are always a headache for me but after I tried these utilities I shocked! Multiple task run properly and memory management is also very good… very good utility guys…
ReplyPerform Repetitive Tasks awesome utility …. saving of time and well time management tool ……
ReplyMacro Approach Sociology
Can anybody advise about the best automation software to open up hundreds of 'Load more comments' link on a long reddit post?
For example,
reddit.com/r/AskReddit/comments/2af81r/what_about_sex_did_you_not_know_about_until_it/
So far , I have tried some of the recommendations here and also 4 other softwares I have found:
None of them works.
Thanks a million.
ReplyI use the FREE Clicky Mouse from Macro Toolworks for my enviroment.
Macros by Mouse Actions:
macrotoolworks.com/index.php/en/macro-automation-software/clickymouse-click-automation
Wow! This is the hands-down BEST article of its type, on this subject, that I've read…
…and, trust me, I've read a bunch. Thank you, Raymond!
__________________________________
Gregg L. DesElms
Napa, California USA
gregg at greggdeselms dot com
Veritas nihil veretur nisi abscondi.
Veritas nimium altercando amittitur.
Thanks a lot dear Raymond for this post
ReplyOnce upon a time… Well, I don't really understand Microsoft. Why does their evolution also mean a mandatory devolution too? Win 3.11 had a macro editor, a clipbook and some other programs and functions that were lost in time… I guess the XP was an accident, they probably fired the team that made it almost fully functional. Since then, every new version is fancyer, but somehow dumber.
Replyawesome stuff and really useful
ReplyWow, I love Do It Again. I work with computer mainentance and to install Windows, all the softwares and updates take a very long time. Besides, all my tries with NLite, Almeza, etc. were failed. Hope it's as good as I imagine…
Replywhat happens if you know little or no script language??
i learning some Qbasic programing in school now, but it won't help much…(at least that's what i think….)
that was quite good but you still need to have good hold on coding then only this is going to benefit you
ReplyOk Raymond, I'll send it tomorrow, because I've installed the software in my work Pc. Thanks, so much!!! o/
ReplyAutoit is much more than just a macro generator, it has become a real programming language now. Supporting network communication,dll imports, gui,string manipulation and much more. I have used it for countless projects that had nothing to do with macros, and if you check the forums you can see the true power of this language.
ReplyThis was good to do work much easier and faster, but still you need to have some good knowledge of coding. If you are not ready to shed money, just go and do coding…
ReplyMR7, Frank did not reply my email. Can you contact me and give me your username for PowerShadow to generate your serial number?
Macro App
ReplyMacro App 1v1.lol
Never thought about this, will give a shot…
Reply