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Self-paced
Integrating airSlate WorkFlow with MS Dynamics 365
1792 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.
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
Start learning today
Sign now for free
Microsoft Dynamics 365 Automation with airSlate WorkFlow: 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!
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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airSlate WorkFlow offers a cloud-based, no-code platform for businesses aiming to automate and digitize their operations. The platform provides tools for document generation, eSignature, and data collection, integrated with a wide range of automation bots, including those for MS Dynamics 365 automation. These allow for a seamless data transfer that automates document execution for a more streamlined workflow.
You don't need to possess tool-specific skills to enroll in the Dynamics 365 workflow course. It is well-structured and accessible to individuals of any tech background. Additionally, there’s no strict enrollment deadline. You can advance through the course at your own pace. So, whether you're a beginner or have some experience using automation tools with MS Dynamics 365, you can confidently explore the course and enhance your knowledge.
Organizations can automate repetitive processes using MS Dynamics bots by airSlate WorkFlow, making processes more efficient. These bots can create, update, and export MS Dynamics 365 records, pre-fill documents with data from MS Dynamics, and invoke Dynamics 365 workflows upon completion. Businesses can focus on more strategic activities by automating these tasks to enhance operations and drive growth.
This integration has everything you need to automate tasks around your document platform. These tasks are otherwise performed manually or using various separate third-party solutions that take up many working hours. It lets you generate and send various document formats filled with Dynamics 365 data, enable online redlining for faster collaboration, establish conditional document routing, and sync Dynamics 365 data with other systems of record. This allows you to create or update records based on collected data, providing a high level of Dynamics 365 workflow automation.
This course on MS Dynamics 365 walks you through everything you need to know for Dynamics 365 automation. After this course, you can fully leverage airSlate WorkFlow’s tools and integrations to streamline Dynamics 365 marketing automation, document generation, data collection, and more. With this platform, you can increase their operational efficiency, enhance their accuracy, and gain greater visibility across all points of document execution.
This training is particularly useful for business professionals involved in operations, sales, customer service, and marketing who wish to streamline their workflows and automate document-driven processes. IT professionals looking to better understand Dynamics 365 automation will also find the course beneficial. Finally, anyone interested in learning about automation technologies and integrating cloud-based solutions can use this course to broaden their learning horizons.