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Pre-fill MS Dynamics 365 Record Attachments

Make your Dynamics 365 attachments available in airSlate for online pdf editing and eSigning. Add Dynamics 365 files to your airSlate workflows with the Pre-fill MS Dynamics 365 Record Attachments Bot.
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What the Bot does
The Bot transfers files attached to a Dynamics 365 record into your airSlate workflow.
When to use
Install and configure the Bot to make CVs, invoices, bills, or any other Dynamics 365 attachments part of your airSlate document workflows.
  • Author airSlate Inc.
  • Setup duration 5-10 min.
  • Used in 69 Templates
  • Used in 71 Workspaces
  • Installed 382 times in the last 30 days
  • 99% success rate
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Get your automated workflows up and running in minutes with the Pre-fill MS Dynamics 365 Record Attachments. No coding required.

You can move the placeholder just like any other document in your workflow
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.
View the Bots log or use tags to check if the Bot ran successfully
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.
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Install the Pre-fill MS Dynamics 365 Record Attachments
to automate your document workflows

Learn more in this Bot’s airSlate Academy course

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