Pre-fill Slate from MS Dynamics 365 Records Bot

The Pre-fill Slate from MS Dynamics 365 Records Bot pre-populates Slate documents with data taken from one or multiple related MS Dynamics 365 records when certain conditions are met.

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  • Used in 70 Flows
  • Used in 19 Workspaces
  • Installed 582 times in the last 30 days
  • 99% success rate

The Pre-fill Slate from MS Dynamics 365 Records Bot pre-populates Slate documents with data taken from one or multiple related MS Dynamics 365 records when certain conditions are met.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill Slate from MS Dynamics 365 Records Bot when you need to automate the process of populating Slate documents with data from MS Dynamics 365 records. For example, the Bot can be used to automatically populate sales order forms with client information from MS Dynamics 365 records.
What the Bot does Transfers data from an MS Dynamics 365 record to the specified fields of a Slate document.
setup duration on average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Based on the conditions you’ve set, the mapped fields of a Slate document will be pre-filled with data from MS Dynamics 365 records matching the values that you’ve selected.

Commonly used conditions for when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate
  • When specific fields in a Slate document are completed or empty

Requirements

To install the Pre-fill Slate from MS Dynamics 365 Records Bot, begin by setting up a Flow

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Questions & answers

0:26 4:24 Suggested clip Dynamics 365 Training: Creating Records - YouTubeYouTubeStart of suggested clipEnd of suggested clip Dynamics 365 Training: Creating Records - YouTube

Go to Settings > Microsoft Flow > click on templates. ... Now choose template \u201cCreate a new contact in Dynamics CRM\u201d as shown below: After selecting the required template it will show the below screen. Next, Sign in with Dynamics CRM and it will show the below screen:

A record is a complete set of information: for example, all the information about a customer. There are many types of records in Microsoft Dynamics CRM. There are several core record types, but accounts and contacts are used in most work areas. ... Cases and queues are central to the customer service process.

Microsoft Flow is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers help.

Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365. ... Go to Settings > Customizations. Choose Customize the System. Under Components, expand Entities, and then expand the entity you want. Click Fields.

0:03 3:18 Suggested clip Part 3: Create A Queue | Customer Service | Western Computer ...YouTubeStart of suggested clipEnd of suggested clip Part 3: Create A Queue | Customer Service | Western Computer ...

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

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

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Install the Pre-fill Slate from MS Dynamics 365 Records Bot to automate workflows

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The scope of advantages companies gain with automation of business processes can hardly be exaggerated. Albeit plentiful advantages, every automation software has a downside, which is a lack of compatibility with other platforms. Therefore any innovations in the market apart from their core functionality aim towards integrations with other platforms.

Microsoft Dynamics 365 hit the market in 2016 as a unique platform, aggregating CRM and ERP tools. It’s striking popularity instantly made other developers include it into the list of platforms to build integrations with. airSlate is not an exclusion, working on developing an opportunity to add a button link to MS Dynamics 365. integration with the other platform has been developed via the Pre-fill Bots, which pull data in the CRM system and transfer it to the airSlate forms. This kind of integration is particularly beneficial for B2B collaborations.

Let’s consider the operational experience of this Bot. Your organization, presumably a publishing house employing airSlate, cooperates with an e-commerce company, using MS Dynamics 365 on a large-scale event. In order to invite the participants and present them with a free edition of an e-book, your company can use MS 365 data. It will be automatically transferred to forms and shared among the recipients. This will save you a whole lot of time, human resources and lead to fast and accurate results. The reverse data transfer that enables to automatically enter data into a form in Microsoft Dynamics 365 is also possible.

Some other benefits of using Bots incorporate the following:

  • Improved productivity
  • Zero human-made errors
  • Seamless operation 24/7
  • Eliminated employee burnout
  • More focus on decision making

The above example explains how the idea to add button link to MS Dynamics has evolved. It is now a robust integration tool that aggregates two full-featured services to contribute to the solution.

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