Create MS Dynamics 365 Records Bot

The Create MS Dynamics 365 Records Bot creates news records in your MS Dynamics 365 account. The Bot can be used to collect data faster and conveniently organize it in MS Dynamics 365. Any time someone completes a Slate, its data will be used to create a new MS Dynamics 365 record, or multiple records related to each other.

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  • Used in 79 Flows
  • Used in 27 Workspaces
  • Installed 379 times in the last 30 days
  • 100% success rate

The Create MS Dynamics 365 Records Bot creates news records in your MS Dynamics 365 account. The Bot can be used to collect data faster and conveniently organize it in MS Dynamics 365. Any time someone completes a Slate, its data will be used to create a new MS Dynamics 365 record, or multiple records related to each other.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Create MS Dynamics 365 Records Bot to easily collect data for your MS Dynamics 365 account
What the Bot does Creates MS Dynamics 365 records with data taken from a Slate
Setup duration On average 5-10 min.
Works on Post-fill

How to set it up

Outcome: Once all fields in a Slate document have been completed, the Bot will create a new MS Dynamics 365 record.

Commonly used conditions when the Bot acts

  • When specific fields in a document are completed
  • When a signature field has been signed

Requirements

To install the Create MS Dynamics 365 Records Bot, begin by setting up a Flow

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Flows most commonly used with this Bot

Install the Create MS Dynamics 365 Records Bot to automate workflows

Create MS Dynamics 365 Records Bot

With airSlate, you get an all-in-one solution for creating and automating any workflow. There is no need to pay for five different services. Automate any part of your business, from receiving notifications to generating documents pre-filled with CRM data, and archiving any document for reuse - all with a single workflow automation platform.

In airSlate, integrations are performed with the help of integration Bots. These Bots make the integration process smooth and fast without having to spend too much time on integration configuration or an expensive API. You get access to the most popular cloud storage services, CRM systems, and databases directly in your airSlate Workspace. Simply set up the integration Bot you need and connect it to your cloud storage, CRM, or productivity app in seconds. airSlate’s CRM integration Bots streamline your customer data management, improve business processes, and drive more sales.

Find out how you can easily boost your MS Dynamics 365 workflow. Create a record, and update or export data from a Slate to the record of your choosing.

Let’s say you need to speed up data transfers for a Dynamics CRM workflow.

Create record automatically using information from the completed Slate.

Then spend a couple minutes setting up the Bot and start optimizing your MS Dynamics 365 workflow in a few clicks.

Consider your benefits when using this Bot:

  • Simplified management of client data
  • Automatic data input and output
  • Data consistency and accuracy
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