Create MS Dynamics 365 Records Bot

Create MS Dynamics 365 Records Bot

Remove manual data input while maintaining precision and responsibility of information. Generate new MS Dynamics 365 entries utilizing data from finalized documents through the Create MS Dynamics 365 Records Bot.
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Developed by
airSlate Inc.
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Setup duration 5-10 min.
What the Create MS Dynamics 365 Records 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 the Create MS Dynamics 365 Records Bot
Install and configure the Bot to create a new MS Dynamics 365 record from completed documents like contracts, sales invoices, and proposals.
Export Custom Values to Create MS Dynamics 365 Records Bot

Get your automated workflows up and running in minutes. No coding required.

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 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.
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.
Create MS Dynamics 365 Records Bot

Install the Create MS Dynamics 365 Records Bot to automate your document workflows

Start for free

Create MS Dynamics 365 Records Bot

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

Automate repetitive activities with no code

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Implement Create MS Dynamics 365 Records Bot
Start a new Flow and transfer forms or generate templates right on the platform to initialize the Bots option. Choose an appropriate software robot from the list.
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Set it up
Open the Bot configuration menu. Fill out all the required fields to customize general and advanced settings. Don’t forget about indicating activation circumstances to protect yourself from false activations (you can include a few circumstances).
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Investigate how it operates
Execute the workflow and explore the results. Ensure that the software robots work appropriately. If something goes wrong, look into the Bots log to correct the mistakes and execute your Flow once more.