Create MS Dynamics 365 Records Bot

The Create MS Dynamics 365 Records Bot creates MS Dynamics 365 records using data from Slate documents when certain conditions are met.

Try automation, it’s free!

4 out of 5

Rate this Bot

Rate this bot

Help your caterer improve their service by rating them

4.5

Thanks!

Your feedback has already sent

  • Used in 79 Flows
  • Used in 27 Workspaces
  • Installed 379 times in the last 30 days
  • 100% success rate

The Create MS Dynamics 365 Records Bot creates MS Dynamics 365 records using data from Slate documents when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Create MS Dynamics 365 Records Bot when you need to automate the process of creating new MS Dynamics 365 records using data from the completed Slate documents. For example, the Bot can be used to automatically transfer data from the completed new client registration form in order to create new Leads in MS Dynamics 365.
What the Bot does Creates a new MS Dynamics 365 record by transferring data from the completed fields of a Slate document to the corresponding fields of the MS Dynamics 365 entity.
setup duration on average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Based on the conditions you’ve set, data from the Slate document's mapped fields will be transferred to the corresponding fields of the MS Dynamics 365 entity.

Commonly used conditions for when the Bot acts

  • When specific fields in a Slate document are completed
  • When a signature field in a Slate document has been signed

Requirements

To install the Create MS Dynamics 365 Records Bot, begin by setting up a Flow

Try automation, it’s free!

Questions & answers

0:26 4:24 Suggested clip Dynamics 365 Training: Creating Records - YouTubeYouTubeStart of suggested clipEnd of suggested clip Dynamics 365 Training: Creating Records - YouTube

Go to Settings > Microsoft Flow > click on templates. ... Now choose template \u201cCreate a new contact in Dynamics CRM\u201d as shown below: After selecting the required template it will show the below screen. Next, Sign in with Dynamics CRM and it will show the below screen:

A record is a complete set of information: for example, all the information about a customer. There are many types of records in Microsoft Dynamics CRM. There are several core record types, but accounts and contacts are used in most work areas. ... Cases and queues are central to the customer service process.

Microsoft Flow is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers help.

Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365. ... Go to Settings > Customizations. Choose Customize the System. Under Components, expand Entities, and then expand the entity you want. Click Fields.

0:03 3:18 Suggested clip Part 3: Create A Queue | Customer Service | Western Computer ...YouTubeStart of suggested clipEnd of suggested clip Part 3: Create A Queue | Customer Service | Western Computer ...

Microsoft Dynamics 365 for Outlook. Server-side synchronization. In Dynamics 365, go to Settings > Email Configuration > Mailboxes, select the mailbox in question. ... Select Save. Select Approve Email and then Test & Enable Mailbox.

Sign into Dynamics 365 (online) as a user with the following privileges: ... Navigate to Settings and then click Email Configuration. Click Mailboxes. Change the view from my My Active Mailboxes to Active Mailboxes. Select the mailbox and then click the Approve Email button.

Reviews

Reviews graphic content
Green lines illustrations Red lines illustrations
Customers who installed this Bot also viewed
Flows most commonly used with this Bot

Install the Create MS Dynamics 365 Records Bot to automate workflows

Create MS Dynamics 365 Records Bot

With airSlate, you get an all-in-one solution for creating and automating any workflow. There is no need to pay for five different services. Automate any part of your business, from receiving notifications to generating documents pre-filled with CRM data, and archiving any document for reuse - all with a single workflow automation platform.

In airSlate, integrations are performed with the help of integration Bots. These Bots make the integration process smooth and fast without having to spend too much time on integration configuration or an expensive API. You get access to the most popular cloud storage services, CRM systems, and databases directly in your airSlate Workspace. Simply set up the integration Bot you need and connect it to your cloud storage, CRM, or productivity app in seconds. airSlate’s CRM integration Bots streamline your customer data management, improve business processes, and drive more sales.

Find out how you can easily boost your MS Dynamics 365 workflow. Create a record, and update or export data from a Slate to the record of your choosing.

Let’s say you need to speed up data transfers for a Dynamics CRM workflow.

Create record automatically using information from the completed Slate.

Then spend a couple minutes setting up the Bot and start optimizing your MS Dynamics 365 workflow in a few clicks.

Consider your benefits when using this Bot:

  • Simplified management of client data
  • Automatic data input and output
  • Data consistency and accuracy
Show more