Is there a "cheat sheet" or a "checklist" a user can use for setting up a batch job or task in D365?

For setting up a batch job in Dynamics 365, you can follow this checklist:

Creating a Batch Job

1. Navigate to Batch Jobs: Go to System administration > Inquiries > Batch jobs.
2. Create New Job: Select New to create a batch job.
3. Job Description: Enter a value in the Job description field.
4. Scheduled Start Date/Time: Enter the desired date and time in the Scheduled start date/time field.
5. Run By: Select the user whose security credentials will be used to run the batch job in the Run by field.
6. Monitoring Category: Optionally, select a value in the Monitoring category field for easier identification.
7. Critical Job: Optionally set the Critical job option to Yes if applicable.
8. Batch Group: Select the appropriate batch group in the Batch group field.
9. Override Scheduling Priority: Optionally set the Scheduling priority is overridden option to Yes to adjust the Job scheduling priority.
10. Active Period: Optionally specify the Active period for when the batch job can run.
11. Save: Select Save to create the batch job.

Adding a Task to a Batch Job

1. Batch Job Page: On the Batch job page, in the Batch tasks section, select New.
2. Task Description: Enter a value in the Task description field.
3. Company Accounts: Select the company in the Company accounts field.
4. Class Name: Choose the process to run in the Class name field.
5. Save: Select Save to add the task.

This checklist should help guide you through the process of setting up batch jobs and tasks in D365.