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Create MS Dynamics 365 Records Bot

Eliminate manual data entry while ensuring information accuracy and accountability. Create new MS Dynamics 365 records using data from completed documents with the Create MS Dynamics 365 Records Bot.
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What the Bot does
The Bot transfers data from documents to a new MS Dynamics 365 record based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to create a new MS Dynamics 365 record from completed documents like contracts, sales invoices, and proposals.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 79 Templates
  • Used in 27 Workspaces
  • Installed 379 times in the last 30 days
  • 100% success rate
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Get your automated workflows up and running in minutes with the Create MS Dynamics 365 Records Bot. No coding required.

Select a related entity to narrow down your search
Configure Bot settings
First, connect to your Microsoft Dynamics 365 account and select the MS Dynamics entity from the list. Then, specify what information from the document will be used to create the Dynamics 365 record by connecting document fields to those in Dynamics 365.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to act when all or some of them are executed
Add conditions for when the Bot will act
Define what will trigger the Bot to act. Triggers can be a specific date, document data, user roles, an email, or a name. For example, tell the Bot to run once the document has been completed.
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View the Bots log or use tags to check if the Bot ran successfully
Get your MS Dynamics 365 record created
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, the information added to the document fields you’ve specified will be used to create a new MS Dynamics 365 record.
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Install the Create MS Dynamics 365 Records Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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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 Flow 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 Flow.

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