Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Invoke MS Dynamics 365 Workflow on Completion does
As soon as the documents you specify are completed, the Bot starts an Microsoft Dynamics 365 workflow based on the ‘if-this-then-that’ conditions you set.
When to use the Invoke MS Dynamics 365 Workflow on Completion
Install and configure the Bot to automate the launch of Microsoft Dynamics 365 workflows after document completion.
Export Custom Values to Invoke MS Dynamics 365 Workflow on Completion
Get your automated workflows up and running in minutes. No coding required.
Configure Bot settings
First, connect to your Microsoft 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 Microsoft Dynamics 365 record.
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. E.g., select document fields and tell the Bot to Invoke MS Dynamics 365 Workflow on Completion once these fields have been filled out.
Run your Microsoft 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 Microsoft Dynamics 365 workflow will run automatically.
Try pre-built workflows to experience the Invoke MS Dynamics 365 Workflow on Completion in action
Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
Learn more
Sales Quotation
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
Learn more
Refund/Return Request
The Refund/Return Request Flow is used by procurement departments to automate the processing of refunds or return requests from customers.
Learn more
Item Purchase Order
Accounting and finance departments use the Item Purchase Order Flow to automate the process of creating and approving purchase orders for various items.
Learn more
Other Bots often used with the Invoke MS Dynamics 365 Workflow on Completion
Automate repetitive activities without having to code
Use Invoke MS Dynamics 365 Workflow on Completion Bot
Start a new Flow and import forms or create documents right in the system to enable the Bots option. Find and choose an appropriate Bot from the list.
Set it up
Open the Bot setup. Fill out all of the required fields to modify general and advanced options. Don’t forget about indicating activation circumstances in order to avoid false activations (you can include a few circumstances).
Investigate how it operates
Implement the workflow and check the results. Make sure the software robots work correctly. If something fails, look into the Bots log to correct the mistakes and execute your Flow again.
