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Update Microsoft Dynamics 365 record Bot

The Update MS Dynamics 365 Records Bot updates MS Dynamics 365 records with data taken from Slate documents when certain conditions are met.
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What the Bot does
Updates an MS Dynamics 365 record using data from the completed fields of a Slate document.
When to use
Install the Update MS Dynamics 365 Records Bot to automate the process of updating existing MS Dynamics 365 records with data from the completed Slate documents. For example, when a customer changes the number of products on an order form, the corresponding MS Dynamics 365 record will be updated.
  • Author airSlate Inc.
  • Setup duration on average 5-10 min.
  • Used in 79 Flows
  • 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 Microsoft Dynamics 365 record Bot. No coding required.

Map entity fields to document fields
Configure Bot settings
First, connect to your Microsoft Dynamics 365 account. Once connected, select the entity along with the record that needs to be updated. Add search conditions to find the starting record. Then, specify what information from the document will be used to update this record.
Note: To install and configure Bots, start by creating a workflow.
Add multiple conditions and tell the Bot to run when all or some of them are executed
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 fields in the order form and tell the Bot to export data to the record when these fields have been filled out.
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View the Bots log or use tags to check if the Bot ran successfully
Get your record updated 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 record of your choice will be updated with data added to the document.
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Install the Update Microsoft 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
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