Prefill from Microsoft Dynamics 365 via FetchXML Bot
Reduce manual data entry while improving data accuracy and consistency. Automatically populate fields in your documents with information from your CRM using the Pre-fill from Microsoft Dynamics 365 records with FetchXML Bot.Try automation, it’s free!
What the Bot does
The Bot transfers data from specified Microsoft Dynamics 365 records using FetchXML based on the ‘if-this-then-that’ conditions you set.
When to use
Install and configure the Bot to automate the process of creating agreements, invoices, approval statements, and reports, pre-populated with Microsoft Dynamics 365 information.
- Author airSlate Inc.
- Setup duration 5-10 min.
- Used in 83 Templates
- Used in 65 Workspaces
- Installed 421 times in the last 30 days
- 99% success rate
Get your automated workflows up and running in minutes with the Prefill from Microsoft Dynamics 365 via FetchXML Bot. No coding required.
Map as many fields as you need
Configure Bot settings
First, connect to your Microsoft Dynamics 365 account. Once connected, enter a FetchXML query to select the Microsoft Dynamics 365 records you need to pull data from. Then, select fields in the document you want to pre-populate and map them to Microsoft Dynamics 365 entities.
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 pre-fill a document once these fields have been filled out.
Get your document pre-filled with data from Microsoft Dynamics 365 records
Once the Bot is configured, share your document with anyone who needs to sign and complete it. Based on the conditions you’ve set, mapped fields will be pre-populated with data from Microsoft Dynamics record with the FetchXML query.
Try pre-built workflows to experience the Prefill from Microsoft Dynamics 365 via FetchXML Bot in action
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use.
The Sales Quotation Flow is used by sales departments to automate the internal creation and approval of sales quotations.
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Install the Prefill from Microsoft Dynamics 365 via FetchXML Bot to automate your document workflows
Automate repetitive activities without having to code
Update Zendesk Records Export to Zendesk Bot Create ActiveCampaign Records Bot Pre-fill from ActiveCampaign CRM Records Update ActiveCampaign Records Forbid Declining Revision Bot Salesforce Billing Bot WooCommerce Subscriptions Bot Orbital Payment Gateway Bot sticky.io Bot Advantage Bot RecVue Bot