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airSlate WorkFlow for Microsoft Dynamics 365

Automate document-heavy tasks in Microsoft Dynamics 365 with the no-code WorkFlow integration

Use airSlate’s no-code robotic process automation to generate documents and create HTML forms pre-filled with Dynamics 365 data, send them for e-signing, and securely store executed contracts and agreements in Dynamics 365 records, all from a single point of control.

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What if you could deploy document workflows of any scale in minutes?

Configure data-driven workflows for your industry and business case, regardless of their complexity.

Contact Forms

Host fillable contact forms on your company’s website and automatically generate new leads with the data you collect.

Business Proposals

Keep a consistent contract structure while managing all business proposals directly in your Dynamics 365 account.

Employee Onboarding

Improve the employee onboarding process with fillable documents and automatic data exports to Dynamics 365.

Patient Intake Forms

Quickly collect patient data by adding fillable fields to intake forms and use that data to automatically update Dynamics 365 records.

Commercial Invoices

Instantly send out invoices for client signatures while streamlining your shipping processes.

Sales Agreements

Send your sales agreement for signing on any mobile or desktop device to close deals faster and increase conversions.

See it in action

Watch how to easily automate your Microsoft Dynamics 365 document workflows using the no-code WorkFlow integration.

Enjoy fast and easy-to-configure workflow automation

Build end-to-end, multi-step business processes inside Microsoft Dynamics 365 to automate document creation, routing, approvals, storage, and notifications.

Generate actionable PDF, HTML, Spreadsheets, and DOCX documents pre-filled with Dynamics 365 data.
Easily populate documents with data from your standard and custom records, parent relations, related lists, or even indirectly related records.
Establish conditional routing for documents between CRM contacts, and internal and external recipients.
Create new or update existing records based on data entered into a document’s fillable fields.
Save e-signed documents to Microsoft Dynamics 365 attachments or external services.
Change the status of Dynamics 365 records and trigger actions in Dynamics 365 based on actionable data in the documents.
Generate batches of documents on a set schedule and send them out with a single click of a button.
Sync Dynamics 365 data with NetSuite, Salesforce, and other systems of record.

Start automating your document workflows today!

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Read the step-by-step guide for more detailed insights

This guide will take you through the process of installing, configuring, and using the airSlate application for your Microsoft Dynamics 365 account.

Read Guide

Expand your automation capabilities in Microsoft Dynamics 365 even further

With the airSlate for Microsoft Dynamics 365 integration, you get access to additional connectors for customizing and expanding your Dynamics 365 workflows.

Set airSlate workflows to launch automatically as part of Microsoft Workflow or Power Automate processes
Automatically choose which document templates to use in airSlate based on record data
Automate the processes that follow based on when a document is completed in airSlate

airSlate for Microsoft Power Automate

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Start automating in minutes by adding Microsoft Dynamics 365 Bots to any of your WorkFlow Templates

Automate your workflows with ready-to-use Bots that update existing and create new Microsoft Dynamics 365 records, extract data, and save completed documents.

Export to Excel 365 Bot

Export data from a document to a Microsoft 365 Excel spreadsheet

Pre-fill from Office 365 Excel Bot

Pre-fill documents with data from a Microsoft 365 Excel spreadsheet

Pre-fill Dropdowns from Office 365 Excel Bot

Pre-fill dropdown fields with data from a Microsoft 365 Excel spreadsheet

Export Custom Values to Microsoft 365 Excel Bot

Export custom data to a Microsoft 365 Excel spreadsheet

Create MS Dynamics 365 Records Bot

Create MS Dynamics 365 records using data from completed documents

Pre-fill from MS Dynamics 365 Records Bot

Pre-fill documents with data from MS Dynamics 365 records

Update MS Dynamics 365 Record Bot

Update MS Dynamics 365 records with data from completed documents

Export to MS Dynamics 365

Export documents to an MS Dynamics 365 record

Prefill from Microsoft Dynamics 365 via FetchXML Bot

Pre-fill documents with data from MS Dynamics 365 records selected via a FetchXML query

Invoke MS Dynamics 365 Workflow on Completion

Start an MS Dynamics 365 workflow after documents completion

Pre-fill MS Dynamics 365 Record Attachments

Pre-fill MS Dynamics 365 files into document placeholder

Notify MS Teams Contacts on Documents Completion

Send notifications to MS Teams contacts when a recipient completes the documents

Notify MS Teams Contacts on Documents Opening

Send notifications to MS Teams contacts when a recipient opens the documents

Archive to SharePoint Folder Bot

Archive completed documents to SharePoint folder

Create SharePoint List Records

Create a SharePoint record using data from a completed document

Pre-fill from SharePoint List Records

Pre-fill documents with data from SharePoint records

Update SharePoint List Records

Update SharePoint list records with data from completed documents

Export to SharePoint List Records

Export documents to a SharePoint list record

Pre-fill SharePoint Files Bot

Export to SharePoint Excel file Bot

Save to OneDrive Bot

Archive completed documents to OneDrive

Pre-fill from MS Server SQL Bot

Pre-fill documents with data from a Microsoft SQL Server database

Pre-fill Dropdowns from MS SQL Server

Pre-fill dropdown fields with data from a MS SQL Server database

Export to MS Server SQL Bot

Export data from a document to a MS SQL Server database

Email via MS Outlook on Documents Completion

Send emails from your Outlook account when a recipient completes the documents

Explore the Bot library

Choose from 100+ no-code Bots

Jotform

Form creation

Conga

Contract Management

Hellosign

eSignature

Adobe

PDF Editing

Kissflow

Workflow automation

WorkFlow

No-code document workflow automation

Document generation
Online PDF editor
Web form builder
Built-in eSignature
CRM integrations
Reports
Audit trail
Contract negotiation

Why WorkFlow

A single holistic platform ‒ no need to integrate multiple services or platforms
No-code configuration and deployment decreases time to value by 10x
Natively connects to hundreds of cloud services using no-code Bots

Our customers are talking

From individual users to teams of thousands — see how customers are using WorkFlow to create, integrate, and automate entire document workflows quickly and effortlessly.

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