Automatic report from MS Dynamics 365

Create professional documents and pre-populate them with data from multiple sources. Minimize manual work, human errors, and time resources; Automatic Report From MS Dynamics 365.
Get started for free
Automatic Report From MS Dynamics 365 Automatic Report From MS Dynamics 365 Circle illustration Circle illustration
Discover the ‘Automatic Report From MS Dynamics 365’ feature and and other tools to automate your document-based processes. Benefit from an entirely new approach to work where you and your team can spend more time on strategic initiatives.
Feature image
Avoid combining dozens of tools to complete simple workflows. Set up airSlate Integration and Automation Bots to send notifications and connect your Automatic Report From MS Dynamics 365-related workflow with multiple systems of record.
Feature image
Set up Bots to automatically fill your documents with specified data, then include a legally-binding eSignature. Automatic Report From MS Dynamics 365 – Negotiate in real-time and sign contracts faster.
Feature image

Start generating error-free and robust documents

Create professional documents and pre-populate them with data taken from multiple sources.
Get started for free

Watch API airSlate contract construction and ‘Automatic Report From MS Dynamics 365’ feature in action

Learn how to create documents and automate entire document workflows without coding.
Left hand illustration Right hand illustration

Powerful automatic report from MS Dynamics 365

Learn why airSlate automatic report from MS Dynamics 365 beats the competition.
airSlate
Conga
Nintex
PandaDoc
Formstack
Pre-fill from any standard or custom object in Salesforce
Pre-fill from any standard or custom object in MS Dynamics 365
Pre-fill from any standard or custom object in NetSuite
Multi-cloud document generation
Template formats (input)
PDF, Word, HTML, Excel
Word, PowerPoint, Excel, PDF
Word, PowerPoint, Excel, PDF
Word, PDF
PDF, Word, HTML, Excel, PowerPoint
Document formats (output)
PDF, Word, HTML, Excel
Word, PowerPoint, Excel, HTML, email and PDF
Word, PowerPoint, Excel, PDF
Word, PDF
PDF, Word, HTML, Excel, PowerPoint
Template builder
Merge related lists
Select Salesforce data via SOQL queries
Conditional logic
In-document calculations
Generate fillable fields in documents
Supported in PDF, Word, HTML templates
Supported only in PDF templates
Supported only in PDF templates
Only Signature field
Generate actionable fields in documents
Update data in Salesforce
Create new records in Salesforce
Update data in MS Dynamics 365
Create new records in MS Dynamics 365
Update data in NetSuite
Create new records in NetSuite
Automatically created custom buttons in Salesforce
Automatically created custom buttons in MS Dynamics 365
Automatically created custom buttons in NetSuite
No-code Salesforce Process Builder integration
Extra cost
Extra cost
No-code NetSuite Workflow integration
Batching
Extra cost
Extra cost
Limited
Scheduled batches
Extra cost
Extra cost
Multi-cloud workflow automation
No-code integration bots
No-code automation bots
No-code archive bots
No-code reminders and notifications, event-based
No-code workflow analytics setup
eSigning
Extra cost
Extra cost
Extra cost
PDF editing
PDF annotations
Contract negotiation
Contract lifecycle management
Redlining documents
Role based document access
Role based field access
Custom workflow routing
Robotic process automation
Web form builder
Integrated payments
Workflow library
Security and compliance
HIPAA compliance
User management
User and access control
Organization administration
Audit trail
Multiple workspaces
Mobile application
In-person signing
Advanced recipient authentication
Recipient attachments
Custom welcome form
Address book
Document import
Document storage
Branching
Signing order
Extra cost
Extra cost
Extra cost
Certificate of completion
Extra cost
Extra cost
Extra cost
Bulk send
Distribute via QR code
File sharing with teammates
Document authoring and collaboration
Expiration for process
No-code analytics
Custom charts and reporting
Custom event-based email notifications
SSO
Not applicable
Not applicable
Show more
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

Automate document workflows with airSlate products

Deploy any business process with an all-in-one no-code automation platform..
Workflow features examples
Robotic Process Automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
 Workflow features examples
Document Generation
The most powerful document generation engine with text tags, fillable fields, eSignature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
 Workflow features examples
Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
 Workflow features examples
Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
 Workflow features examples
Contract Negotiation
Pre-fill, generate from templates, comment, redline, track changes, approve and eSign contracts in a single, integrated no-code business automation platform.
 Workflow features examples
Built-in eSigning
Use airSlate’s enterprise-grade eSignature to set up any multi-signature role-based workflow.
 Workflow features examples
Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
 Workflow features examples
Contract Management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
 Workflow features examples
Аdvanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.

No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data and using the ‘Automatic Report From MS Dynamics 365’ feature.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Use pre-built document generation templates

Browse a library of hundreds of ready-to-use templates. Customize them, connect them to multiple data sources, and start running your automated workflows.
Capital Expenditure Request Approval
The Capital Expenditure Request Flow is used by accounting and finance departments to get expenditure requests approved by their company’s CFO and CEO....
Learn more
Contract Management
The Contract Management Flow is used by a company’s Procurement department to automate the process of purchasing goods or services on contract....
Learn more
Employee Onboarding
The Employee Onboarding Flow is used by HR departments to automatically collect new employee information for future use....
Learn more
Vacation/Leave Request
Automatically collect approved vacation request forms with airSlate. Integrate with your CRM with no coding required. Try out the seamless workflow automation....
Learn more
Sales Invoice
The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers....
Learn more
Budget Approval
The Budget Approval Flow is used by Accounting and Finance Departments to automate and speed up the approval processes for funding company initiatives....
Learn more
Marketing Campaign
A Marketing Campaign Flow is used by Marketing departments to automate reviews and approvals of new marketing campaigns....
Learn more
Internal Job Application
The Internal Job Application Flow is used by HR departments to automate the process of collecting and reviewing applications for new hires....
Learn more
Travel Request
Accounting and finance departments use the Travel Request Flow to automate the process of managing employee requests for planning business trips or requesting assistance for upcoming travel plans....
Learn more
Document generation illustration

Become an expert in automation

Enroll in any of the airSlate Academy's free courses and learn the ins and outs of automating document workflows with airSlate products.

Join airSlate Academy
Workflow industries illustration

Generate documents for any industry workflow

By connecting and automating entire document workflows, airSlate helps industries and departments do business faster with less risk, lower costs, and better experiences for customers and employees.

See all industries

Enterprise-class security and compliance

airSlate is committed to protecting your sensitive information by complying with global industry-leading security standards.
Get started for free
soc-2
SOC 2 Type II certification
Guarantees the secure management of your data & the privacy of your clients.
hipaa
HIPAA compliance
Protects your patients’ private health information.
gdpr
GDPR compliance
Regulates the use and holding of personal data belonging to EU residents.
pci
PCI DSS certification
Safeguards credit/debit card data for every monetary transaction a customer makes.
ferpa
FERPA
Protects the privacy of student records maintained by an educational institution.
ccpa
CCPA compliance
Enhances the protection of personal data and privacy belonging to California residents.
Get started for free
Choose a better solution

Try airSlate’s all-in-one document workflow automation for free

Start free trial

airSlate improves automatic report from MS Dynamics 365

airSlate raises your efficiency to a new level. A combination of robust tools for document generation, building web forms, creating legally-binding esignatures, and using software robots has a huge impact on your and your employees’ daily operations. You don't have to spend hours on automatic report from MS Dynamics 365 anymore. All you need is a vision of your perfect workflow, and our professional solution will help you turn it into a reality.
How to enhance automatic report from MS Dynamics 365:
  1. Create an account. Go to the airSlate website and complete a simple registration procedure.
  2. Customize your Workspace. Indicate the name of your company, add its logo, define accessibility for new users.
  3. Check out the product. Explore helpful tips and tricks to getting started with the solution.
  4. Start building your first Flow. Select Create New Flow and choose how you’re going to collect information needed for automatic report from MS Dynamics 365 or simply upload it to the system.
  5. Assign Roles. Click the appropriate button at the top of the screen and indicate people that must have access to the Flow and their permissions and responsibilities.
  6. Set up automation. Add Bots that will integrate your forms with other systems of record or automate the document lifecycle.
  7. Test everything out. Share the workflow with colleagues and watch your work get simpler.
If something goes wrong or you run into difficulties with automating work processes, consider enrolling in the airSlate Academy courses. They’ll help you learn more about business process automation and available tools. They’ll even provide you with real-life use cases that will help you get ideas for your own business.

Digitize your processes with airSlate

Automatic Report From MS Dynamics 365 – Create, set up, and automate dynamic no-code document workflows.
Pay best with PCI Compliance
Arrange and automate linked workflows with the only no-code business automation system, airSlate. Try its modern Bots to Manage Document Generation. Customize your working processes in a method that a...
Learn more
Pay best with PCI DSS Compliance
Eliminate steps that don’t add value to your method in order to make better use of your team's time. Boost communication, manage documents, use outsourcing for tasks, and create approval workflows w...
Learn more
Pay best with PKI Compliance
Discover an innovative way to work. Pool Document Creation without coding. Produce and share professional documents, collect legally-valid e-signatures, and manage workflows appropriately....
Learn more
Pay best with privacy Compliance
Explore an progressive way to work. Automate Document Creation without coding. Produce and share professional documents, collect legally-valid e-signatures, and manage workflows appropriately....
Learn more
Pay best with private Compliance
Configure and automate any business process and increase team’s productivity with airSlate. Stick Document Creation with a no-code platform. Produce, work together, and coordinate all your work in o...
Learn more
Pay best with private cloud Compliance
Configure and automate any business process and enhance your team’s productiveness with airSlate. Pre-fill Document Generation with a no-code program. Produce, collaborate, and coordinate all your w...
Learn more
Pay best with registration authority Compliance
Manage and automate connected workflows with the only no-code business automation software, airSlate. Try its progressive Bots to Interface Document Generation. Customise your working processes in a w...
Learn more
Pay best with SOC Compliance
Automate manual tasks, track advancement, and collaborate better in teams. Use no-code Bots to Systematize Document Creation. Centralize and take control of your entire operation using the only no-cod...
Learn more
Pay best with soc 1 Compliance
Get access to innovative Automation Bots and experience into modern business process automation. Administer Document Generation without any kind of coding skills or IT professional. Stay up to date an...
Learn more
Pay best with SOC-2 Compliance
airSlate is developed for every member of your team to set up and share automated and personalized workflows, track all the improvements, and get better results in a single secured Workspace. Adapt Do...
Learn more

Questions & answers

Here is a list of the most common customer questions. If you can t find an answer to your question, please don't hesitate to each out to us.
Need help?
Contact Support

Try airSlate’s workflow automation software and smart Bot technology to perform complex business tasks with reduced human intervention and effort. Link together Document Generation, track entire processes, and improve in-team collaboration.

Suppose you have an airSlate account, yes. Link together Document Generation from desktop and/or mobile, even while working remotely. airSlate creates favorable conditions for automating document workflows without the need to code or even have an IT department. Configure Bots to replace your team’s manual efforts.

Use airSlate’s mobile application for iOS or Android to Link together Document Generation 24/7 from anywhere. automatic report from MS Dynamics 365. E-sign, set up Bots, generate documents, and negotiate contracts from the comfort of your mobile device. Seize the opportunity to respond to workflow emergencies straightaway with airSlate.

airSlate is a powerful RPA and DPA tool that can Link together Document Generation at the SMB and enterprise levels. automatic report from MS Dynamics 365. It helps users automate business processes via easy-to-configure Bots. The ability to integrate with other platforms makes it popular among many other automation software solutions and CRM/ERP systems, including Salesforce, Netsuite, MS Template, and more.

By creating an airSlate account you get full access to all of its features, even with the free trial. automatic report from MS Dynamics 365. Link together Document Generation online and automate your workflow. Just create a new Template and set up Bots – they’ll take care of everything else.

All you need to do is to decide to use airSlate automation. automatic report from MS Dynamics 365. Simply create an account and start configuring workflows by uploading documents and adding Integration and/or Automation Bots. Link together Document Generation much more efficiently than before.

You have the opportunity to Link together Document Generation as many times as you need. Specialized software robots – Bots – work for you daily and nightly. By eliminating the need for manual data input, your team’s work gets a whole lot easier. Increase ROI and benefit from airSlate workflow automation.

Use airSlate. automatic report from MS Dynamics 365. It's multi-cloud, web-based, and comes with iOS and Android mobile apps. Link together Document Generation from anywhere and enhance your organization’s workflow automation with nothing but an airSlate account and an internet connection.

Searches related to Automatic Report From MS Dynamics 365

Document Generation Unassign Role Bot Mailchimp send Campaign bot Create template bot Create NetSuite Records Bot airSlate Automation Bots Integration Bots Contract Management Contract Negotiation Robotic Process Automation Electronic Signature automated workflow software