Dynamics 365 Integration Bots
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FAQ
MS Dynamics 365 provides ERP, CRM, and productivity
business
applications to streamline regular Marketing, Sales, and Services workflows. It interacts with
other
Microsoft products that help automate workflows within its platform or connect it with third-party
solutions (like Power Automate or Microsoft Dataverse Connector). However, these are low-code tools.
airSlate makes it possible to do all this without coding. It features a series of no-code
bots
programmed to complete specific tasks, all of which are ready-to-use software. When correctly set
up, they help you effortlessly run particular processes without extra human intervention. For
example, you could manage data using the Create MS Dynamics 365 Record Bot or Update MS Dynamics 365
Record Bot, or upload completed documents to the platform with the Export to MS Dynamics 365 Bot.
Although you may be satisfied with how MS Dynamics deals with your
business processes, integrations with airSlate’s workflow automation platform can help you make it
work even better. Its no-code RPA enables you to automatically launch into a particular
workflow
after document completion (the Invoke MS Dynamics 365 Workflow on Completion Bot).
The Bot configuration takes less than 10 minutes. You just add it to a particular workflow template
in airSlate, connect your accounts, and provide rules and conditions for the Bot to act. Once users
complete your designated form, MS Dynamics 365 will run its process automatically. airSlate also
offers robots for editing and eSigning Dynamic 365 forms (Pre-Fill MS Dynamics 365 Record
Attachments Bot), for creating new or changing existing records, etc.
There’s a standard way to upload documents to MS Dynamics — by navigating to Settings → Data Management → Imports and then manually uploading all desired files. The more files you have to add, the more actions you have to take. With airSlate, you just configure in under 10 minutes a no-code Export to MS Dynamics 365 Bot in your workflow template, and you’ll find your forms added to your Dynamics records automatically every time someone completes them.
You won’t need lengthy instructions to set up and automate processes in your business application with airSlate. Our platform offers a free learning platform for everyone who wants to become a pro in our workflow automation. Enroll in the airSlate Academy and start with fundamental courses. If you take our course, airSlate for MS Dynamics 365, you’ll learn how to operate our Pre-Fill From MS Dynamics 365 Bot. It visually presents all steps for Bot configuration similar to other airSlate Integration Bots for MS Dynamics 365 courses.