Invoke the MS Dynamics 365 workflow Bot
Streamline your MS Dynamics 365 business processes. Automatically run MS Dynamics 365 workflows after completing your documents using the Invoke MS Dynamics 365 workflow Bot.Try automation, it’s free!
What the Bot does
As soon as the documents you specify are completed, the Bot starts an MS Dynamics 365 workflow based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the launch of MS Dynamics 365 workflows after document completion.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 69 Flows
- Used in 38 Workspaces
- Installed 326 times in the last 30 days
- 98% success rate
Get the Bot up and running in minutes. No coding required
Add as many search conditions as you want
Configure Bot settings
First, connect to your MS Dynamics 365 account. Once connected, select the workflow you want to start automatically. Then, choose a starting record and match it with fields in the document, recipients data, time, or date. For example, the specified workflow will start automatically once the data in the document matches the specified MS Dynamics 365 record.
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. E.g., select document fields and tell the Bot to invoke the MS Dynamics 365 workflow once these fields have been filled out.
Run your MS Dynamics 365 workflow automatically
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 specified MS Dynamics 365 workflow will run automatically.
Try pre-built workflows to experience the Invoke the MS Dynamics 365 workflow Bot in action
Employee Onboarding Flow
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
Sales Quotation Flow
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Refund/Return Request Flow
The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.