Automate document workflows in Microsoft Dynamics 365 with airSlate’s no-code Power Automate connector
Expand your automation capabilities in Microsoft Dynamics 365. Generate groups of actionable documents using the airSlate connector inside Microsoft Power Automate, send them for editing or signing, and use the submitted data to create or update Microsoft Dynamics 365 records.
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.
Host fillable contact forms on your company’s website and automatically generate new leads with the data you collect.
Keep a consistent contract structure while managing all business proposals directly in your Dynamics 365 account.
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.
Instantly send out invoices for client signatures while streamlining your shipping processes.
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 Power Automate document workflows using the no-code airSlate integration.
Enjoy fast and easy-to-configure workflow automation in Microsoft Power AutomateContact us
- 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 in minutes by adding Microsoft Power Automate Bots to any of your airSlate Templates
Automate your workflows with ready-to-use Bots that update existing and create new Microsoft Power Automate records, extract data, and save completed documents.
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
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
Pre-fill Dropdowns from MS SQL Server
Pre-fill dropdown fields with data from a MS SQL Server database
No-code document workflow automation
- Document generation
- Online PDF editor
- Web form builder
- Built-in eSignature
- CRM integrations
- Audit trail
- Contract negotiation
- 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 airSlate to create, integrate, and automate entire document workflows quickly and effortlessly.Read more customer stories
“The flexibility of airSlate allowed us to design a workflow that works for us. The automation built into airSlate helped us remove many manual steps in our old process.“
“What we’re able to do with these fillable forms by pdfFiller is to standardize so that we have a method of organizing information and making sure that we get all the necessary information upfront.“
“We’re getting information and data back from customers and internal HR-related documents quicker than ever before.“
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- Get qualified setup assistance for your integration
- Address any of your questions about airSlate
- Learn about getting the most out of business automation in Microsoft Power Automate