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Export to MS Dynamics 365

Export to MS Dynamics 365

Name: Export to MS Dynamics 365 | airSlate
Brand: airSlate
Rating: 3.7 (67 reviews)

The MS Dynamics 365 Bot transfers Flow documents to an MS Dynamics 365 record when specific criteria are fulfilled.

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Developed by

airSlate Inc.

4,5 out of 5

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Setup duration 5-10 min.

What the Export to MS Dynamics 365 does

Uploads a Flow document to the specified MS Dynamics 365 entity.

When to use the Export to MS Dynamics 365

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.

Export Custom Values to Export to MS Dynamics 365

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

Configure Bot settings

First, connect to your Microsoft Dynamics 365 account. Once connected, pick the entity or table for your export. Select the document fields you’ll be using to pull data from and connect them to the relevant Microsoft Dynamics 365 records.

Note: To install and configure Bots, start by creating a workflow.

Add conditions for when the Bot should run

Define what will trigger the Bot to act. These can be a specific date, document data, user roles, email, or name. E.g., select document fields and tell the Bot to export the data when these fields have been filled out.

Get your data exported in seconds

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 data will be transferred to the selected Microsoft Dynamics 365 table or entity.

Try pre-built workflows to experience the Export to MS Dynamics 365 in action

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Install the Export to MS Dynamics 365 to automate your document workflows

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Export to MS Dynamics 365 seamlessly from airSlate

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.

Other Bots often used with the Export to MS Dynamics 365

Create MS Dynamics 365 Records Bot

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Update MS Dynamics 365 Record Bot

Send SMS on Documents Completion Bot

Rename Document

Hide Signatures

Automate repetitious tasks without a single line of code

Utilize Export to MS Dynamics 365

Start a new Flow and import samples or generate templates right on the platform to enable the Bots option. Choose a needed Bot from the list.

Set it up

Open the Bot configuration. Complete all the required fields to modify general and advanced options. Don’t forget about determining activation circumstances to protect yourself from false activations (you can include a few conditions).

Investigate the way it works

Implement the workflow and explore the results. Ensure the software robots are operating correctly. If something goes wrong, check the Bots log to fix the mistakes and execute your Flow again.