Developed by
airSlate Inc.
Setup duration 5-10 min.
What the Pre-fill MS Dynamics 365 Record Attachments does
The Bot transfers files attached to a Dynamics 365 record into your workflow.
When to use the Pre-fill MS Dynamics 365 Record Attachments
Install and configure the Bot to make CVs, invoices, bills, or any other Dynamics 365 attachments part of your document workflows.
Export Custom Values to Pre-fill MS Dynamics 365 Record Attachments
Get your automated workflows up and running in minutes. No coding required.
Connect Bot settings
When configuring documents for your workflow, add a document placeholder to the list. Then, add the Bot, connect to your Microsoft Dynamics 365 account, and select the placeholder that will include your Dynamics 365 documents or files.
Note: To install and configure Bots, start by creating a workflow.
Get your Dynamics 365 documents added to your workflow
Once the Bot is configured, start a workflow directly from your Dynamics 365 record and select the files attached to that record. These files will be added to the list of documents in a Flow for recipients to review, edit, and sign.
Try pre-built workflows to experience the Pre-fill MS Dynamics 365 Record Attachments in action
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Other Bots often used with the Pre-fill MS Dynamics 365 Record Attachments
Eliminate repetitious activities without a single line of write code
Employ Pre-fill MS Dynamics 365 Record Attachments
Start a new Flow and transfer forms or create documents right on the platform to initialize the Bots option. Find and choose an appropriate Bot from the list.
Configure it
Open up the Bot adjustment. Complete all the required fields to personalize general and advanced settings. Consider indicating activation conditions in order to avoid false activations (you can include a couple of circumstances).
See the way it works
Execute the workflow and explore the results. Ensure the software robots are working appropriately. If something goes wrong, look into the Bots log to fix the mistakes and run your Flow again.
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