Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Update MS Dynamics 365 Record 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 Update MS Dynamics 365 Record Bot
The Bot updates MS Dynamics 365 records with data from documents based on the ‘if-this-then-that’ conditions you set.
Export Custom Values to Update MS Dynamics 365 Record Bot
Get your automated workflows up and running in minutes. No coding required.
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 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.
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.
Try pre-built workflows to experience the Update MS Dynamics 365 Record Bot in action
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Update the MS Dynamics 365 Record Bot
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
Other Bots often used with the Update MS Dynamics 365 Record Bot
Eliminate repetitious tasks without a single line of write code
Implement Update MS Dynamics 365 Record Bot
Start a new Flow and transfer forms or create templates right on the platform to activate the Bots option. Find an appropriate software robot from the list.
Configure it
Open the Bot setup menu. Complete all the required fields to personalize general and advanced options. Don’t forget about indicating activation circumstances in order to avoid false activations (you can add a couple of conditions).
Figure out the way it works
Implement the workflow and discover the results. Ensure the software robots are operating correctly. If something fails, look into the Bots log to correct the errors and execute your Flow once more.
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