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Update MS Dynamics 365 Record Bot

Keep your information up-to-date and accurate while avoiding menial time-consuming tasks. Automatically update information in MS Dynamics 365 records based on the data added to a document with the Update MS Dynamics 365 Record Bot.
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What the Bot does
Install and configure the Bot when you need to automatically update customer information, contact info, or product descriptions in MS Dynamics 365.
When to use
The Bot updates MS Dynamics 365 records with data from documents based on the ‘if-this-then-that’ conditions you set.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 79 Templates
  • Used in 24 Workspaces
  • Installed 310 times in the last 30 days
  • 100% success rate
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Get your automated workflows up and running in minutes with the Update MS Dynamics 365 Record Bot. No coding required.

Select a related entity to narrow down your search
Configure Bot settings
First, connect to your Microsoft Dynamics 365 account and pick an entity from the list. If necessary, select any related entities as well. Then, connect document fields to the MS Dynamics 365 record fields that’ll be updated with data from a document.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to act when all or some of them are executed
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 update MS Dynamics 365 records when all the required fields in a document have been completed.
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View the Bots log or use tags to check if the Bot ran successfully
Get your MS Dynamics 365 record updated
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 Bot will update the information in the Microsoft Dynamics 365 records from the document.
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Install the Update MS Dynamics 365 Record Bot
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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Update the MS Dynamics 365 Record Bot

A CRM system is a powerful solution for small and mid-size businesses. CRMs help companies find the right customers, manage leads, close deals faster and build strong customer relationships with reliable business processes. CRMs are responsible for storing and organizing all information between clients and customers. This data needs periodic updating, requiring large investments of employee time and resources. With airSlate’s no-code robotic process automation, you can automate data updates and focus on the things that really matter for your business. That’s why you need the Dynamics integration manager to update a record each time a change occurs in your business workflow.

Our solution features robotic assistants that replace manual processes by automating a variety of actions in your Dynamics workflow. To update a record, set the conditions that will trigger the Bot to update the data. You can set the Bot to act on a specific date, when a specified recipient opens a document, or when some changes are made to a document. Then, connect the document fields containing important data with the record fields where this data will be transferred. Hit the Apply Setup button and the Bot will update the information in your MS Dynamics record automatically based on the conditions you’ve set.

Learn more about the Dynamics CRM workflow and update a record with airSlate Bots. Start improving your productivity and business workflow with the following benefits today:

  • Records are always up-to-date
  • Eliminate human error
  • Automate routine processes involving forms and documents
  • Organized and accurate customer records