Pre-fill Manage Before we get into the nitty gritty, let's cover some basics! in Microsoft Dynamics fields from a CRM, Spreadsheet or database records
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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
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Update MS Dynamics 365 Record Bot Update MS Dynamics 365 records with data from completed documents
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Export to MS Dynamics 365 Export documents to an MS Dynamics 365 record
Extract data from Manage Before we get into the nitty gritty, let's cover some basics! in Microsoft Dynamics to a CRM, Spreadsheet or database
Archive Manage Before we get into the nitty gritty, let's cover some basics! in Microsoft Dynamics to Google Drive, Dropbox, OneDrive and other cloud storage services
Assign recipients to fields and route the document automatically
Automate repetitive tasks in CRMs, G Suite, and other systems of record
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Create Salesforce Records Create Salesforce records using data from completed documents
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Remind Recipients to Complete Documents Bot Remind recipients to create a Flow
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Pre-fill from CSV file Bot Pre-fill documents with data from a CSV file
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Pre-fill from CSV File dropdown options Bot Pre-fill dropdown fields with data from a CSV file
Save an average of 8 hours per week with an automated Manage Before we get into the nitty gritty, let's cover some basics! in Microsoft Dynamics workflow
Spend an average of 10 minutes to complete a Manage Before we get into the nitty gritty, let's cover some basics! in Microsoft Dynamics document
