airSlate for MS Dynamics 365

Star Rating
1618 students
30 minutes
Are you looking for ways to improve your daily operations with data in MS Dynamics 365? Make things easier for your MS Dynamics 365 organization by connecting to the apps you use and automatically routing large amounts of data to your document workflows with a single click.
airSlate for MS Dynamics 365

About this course

This course acts as a guide to helping your MS Dynamics 365 organization eliminate routine and repetitive tasks within your document workflows and data-heavy operations. You’ll gain expertise in applying document workflow automation to the most complex business processes you’re dealing with in MS Dynamics 365.

By the end of this course, you'll be able to start your work with document workflow automation in MS Dynamics 365, automate data routing, and create and automatically run document workflows connected to the other systems you use.

What’s included?

lessons to explain how to boost data-heavy operations in MS Dynamics 365
quiz to consolidate your knowledge & test new skills
certificate to showcase your new skills

What will you learn?

How to automatically run your document workflows in MS Dynamics 365
How to automate any action for your MS Dynamics 365 organization
How to track the documents you send from MS Dynamics 365
How to route data between MS Dynamics 365 and the other apps you use

Who is this course for?

Anyone looking to run their document workflows from MS Dynamics 365
Anyone who wants to enhance complex operations in MS Dynamics 365
Those who want to advance their career with new skills

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What our students say


Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.


Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.


Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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Microsoft Dynamics 365 Automation with airSlate: Getting the best from both worlds

MS Dynamics 365 is an innovative platform that combines ERP and CRM in one place. Companies can use this platform to bring their business-critical processes to the cloud. Plus, they can use the same data within MS Dynamics 365 across different modules, including Dynamics 365 Marketing automation, Sales, Marketing, Customer Service, and others.

The basics of automating MS Dynamics 365 workflows

Our robust platform allows multiple integrations with other solutions to make document execution and data collection processes more consistent and streamlined. One solution is airSlate.

airSlate is a no-code cloud-based platform that helps businesses automate and digitize by eliminating repetitive tasks without the need for human input. With robust document generation, esignature, and data collection tools, airSlate also comes with a wide range of integration and automation Bots.

These Bots are software robots that can be trained to perform a specific action based on pre-set parameters. They can retrieve data from the mapped fields in the documents and push it to the app of your choice or vice versa, create new records, automatically store or share documents upon completion, set up reminders, and more.

The same applies to MS Dynamics 365 automation. Simply install the airSlate integration in your account to update and synchronize your data with airSlate. After you set up the integration, you can create your Flow, edit documents, and configure MS Dynamics Bots.

On our platform, you can find the following MS Dynamics RPA Bots:

  • Create MS Dynamics 365 Records
  • Pre-fill from MS Dynamics 365 Records
  • Update MS Dynamics 365 Records
  • Export to MS Dynamics 365
  • Prefill from Microsoft Dynamics 365 via FetchXML Bot
  • Invoke MS Dynamics 365 Workflow on Completion
  • Pre-fill MS Dynamics 365 Record Attachments

You can easily set up conditional routing of documents between apps and CRMs, generate ready-to-complete and ready-to-sign forms pre-filled with MS Dynamics 365 data, create new and update existing records in MS Dynamics 365 data based on the collected information, and more.

What makes airSlate your go-to integration for MS Dynamics 365 Automation

Easy-to-install and -use solution
Our product is designed for people with no tech background. You don’t need to be well-versed in programming or know how to code to set up the integration.

Secure and compliant experience
airSlate always stays current with ever-changing laws and legal frameworks to keep your company in compliance with main data protection and eCommerce laws. Use our platform to set up your MS Dynamics 365 workflows with confidence.

A rich suite of tools
airSlate offers a vast collection of tools to make your business process automation run smoothly. These tools include eSignature, RPA tools (Bots), integrated payment collection, contract negotiation, web form creation, and document generation.

Extensive guidance
We offer everything you need to help set up integrations and other features. Explore our video tutorials and get help from our dedicated support team and solutions engineers.

Competitive subscription plans
Our solution offers the perfect balance between quality, security, and price. Our subscriptions let you make the most out of all the functionality needed to manage your business effectively.

Robust integration and API capabilities
Our out-of-the-box integrations and API are set up to facilitate data routing and record updates. Whether you need to enhance Dynamics 365 email automation or improve any other process, we’ve got you covered.

How to get started with MS Dynamics 365 automation

Automating Dynamics 365 workflows might seem complicated on the surface but you have help! airSlate makes sure everyone, regardless of their experience with integration or automation tools, receives a proper onboarding process that will be smooth and secure at every touchpoint. We recommend starting with this integration by enrolling in a new course, “airSlate for MS Dynamics 365”. It comes with insightful information and numerous quizzes you can take to support your knowledge. You can enroll at any time and take it on your own terms. Implement airSlate for MS Dynamics 365 for a higher level of accuracy, more streamlined workflows, and increased visibility across every point of document execution. Discover all the capabilities airSlate has to offer. Sign up for airSlate Academy courses now!