Export to MS Dynamics 365
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 76 Templates
- Used in 30 Workspaces
- Installed 382 times in the last 30 days
- 100% success rate
Get your automated workflows up and running in minutes with the Export to MS Dynamics 365. No coding required.
Try pre-built workflows to experience the Export to MS Dynamics 365 in action
Install the Export to MS Dynamics 365 to automate your document 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
- 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.