Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Prefill from Microsoft Dynamics 365 via FetchXML 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 the Prefill from Microsoft Dynamics 365 via FetchXML Bot
Install and configure the Bot to automate the process of creating agreements, invoices, approval statements, and reports, pre-populated with Microsoft Dynamics 365 information.
Export Custom Values to Prefill from Microsoft Dynamics 365 via FetchXML Bot
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, 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 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
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
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives.
Learn more
Vacation Request Form Template
The Vacation Request Form Template Flow is used by HR departments to automate the process of collecting data from employees and organizing it for easy access within the company.
Learn more
Other Bots often used with the Prefill from Microsoft Dynamics 365 via FetchXML Bot
Automate repetitive activities without having to code
Utilize Prefill from Microsoft Dynamics 365 via FetchXML Bot
Begin a new Flow and import samples or generate documents right in the system to enable the Bots option. Find and choose a wanted software robot from the list.
Set it up
Open up the Bot adjustment. Fill out all the required fields to define general and advanced options. Consider determining activation circumstances to prevent false activations (you can add a couple of circumstances).
Investigate the way it works
Execute the workflow and check the outcomes. Ensure the software robots are working properly. If something doesn’t work, check the Bots log to correct the mistakes and run your Flow once more.
