Export to MS Dynamics 365 Bot

The Export to MS Dynamics 365 Bot uploads Slate documents to an MS Dynamics 365 record when certain conditions are met.

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  • Used in 76 Flows
  • Used in 30 Workspaces
  • Installed 382 times in the last 30 days
  • 100% success rate

The Export to MS Dynamics 365 Bot uploads Slate documents to an MS Dynamics 365 record when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Export to MS Dynamics 365 Bot when you need to automate the process of adding Notes to the MS Dynamics record of your choice. For example, the Bot can be used to automatically save a new order form to the Notes tab in an MS Dynamics 365 Opportunity entity.
What the Bot does Uploads a Slate document to the specified 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, the Slate document will be attached to the Notes tab in the specified MS Dynamics 365 entity.

Commonly used conditions for when the Bot acts

  • When all or specific fields in a Slate document are completed
  • When the date is equal to a specific month or day of the week

Requirements

To install the Export to MS Dynamics 365 Bot, begin by setting up a Flow

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Questions & answers

0:48 6:20 Suggested clip How to Import Data in Microsoft Dynamics 365 - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to Import Data in Microsoft Dynamics 365 - YouTube

0:03 4:07 Suggested clip Importing Data Overview | Dynamics 365 Sales | Western Computer ...YouTubeStart of suggested clipEnd of suggested clip Importing Data Overview | Dynamics 365 Sales | Western Computer ...

Go to Settings > Data Management > Imports. On the command bar select Import Data > Import Data. Browse to the folder where you saved the file that contains the import file. Select the file, and then select Open.

Import Chart of Accounts. How to import chart of accounts through Excel Addins only for a single company. Open a new excel work sheet and go to Dynamics AX tab and click add data-->add table, now AOT tables window will open then select "MainAccount" and move right side. then click OK.

System Administrator is the highest level role which encompasses all the privileges and has over-riding rights. ... For example, the System Administrator and the System Customizer are given access to custom entities by default while all other users need to be given access. This is the only role that cannot be edited.

0:13 2:42 Suggested clip How to export data to Excel in Dynamics 365 / CRM 2016 - YouTubeYouTubeStart of suggested clipEnd of suggested clip How to export data to Excel in Dynamics 365 / CRM 2016 - YouTube

If you want all of your contacts and companies in a spreadsheet, then head to the Export page. There, you'll see options for downloading different kinds of data from your CRM. In the case of contacts and companies, you have the option to save your information as either an Excel spreadsheet (. xls), and the other in a .

Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

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Flows most commonly used with this Bot

Install the Export to MS Dynamics 365 Bot to automate workflows

Export to MS Dynamics 365 seamlessly from airSlate

In this era of global digitalization, you may have difficulty finding a company that has yet to employ automation software. Nowadays, companies are investing in software integrations with other platforms, such as CRMs, ERPs, SQLs, GoogleDrive, etc.

The MS Dynamics 365 Bot (as an example of ERP and CRM aggregation) focuses mainly on customer service improvement. However, in combination with airSlate as a workflow automation service, users can enhance internal processes to achieve more.

Integrating airSlate with MS Dynamics 365 like this would have an immense effect on your business, regardless if it’s applied internally between different departments, or externally between separate companies.

Let’s consider how it works.

Presumably, your company intends to upgrade its most popular product.

Let's say you made a survey among customers using a web form.

Additionally, you would like to import data to Dynamics 365 in order for the Support unit to measure and track the level of customer satisfaction related to the enhancements.

This is easily achievable via a configurable Bot that will automatically export data from a document in airSlate and transfer it to an MS Dynamics 365 record.

The benefits of deploying Bots are:

  • Enhanced productivity
  • Time-saving
  • Cost-saving
  • Seamless data transfers
  • Zero human error

For more details on how to import new data to Dynamics 365 with measurable benefits to your business, sign up for a free one-month trial and experience the benefits for yourself.

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