airSlate for MS Dynamics 365

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!