Pre-fill Slate from MS Dynamics 365 Records Bot

The Pre-fill Slate from MS Dynamics 365 Records Bot automatically pre-fills a Slate with data from one or multiple related MS Dynamics 365 records. This Bot can be used to pull data from any record in MS Dynamics 365 and transfer it to a sales order, contract, or any other Slate. Any time someone opens a Slate, mapped fields will be populated with data from MS Dynamics 365 records matching the values that you’ve selected.

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  • Used in 70 Flows
  • Used in 19 Workspaces
  • Installed 582 times in the last 30 days
  • 99% success rate

The Pre-fill Slate from MS Dynamics 365 Records Bot automatically pre-fills a Slate with data from one or multiple related MS Dynamics 365 records. This Bot can be used to pull data from any record in MS Dynamics 365 and transfer it to a sales order, contract, or any other Slate. Any time someone opens a Slate, mapped fields will be populated with data from MS Dynamics 365 records matching the values that you’ve selected.

Try automation, it’s free!

App Info

Bot author airSlate Inc.
When to install Install the Pre-fill Slate from MS Dynamics 365 Records Bot to get your Slates completed faster with information you already have
What the Bot does Pre-fills a Slate with information from one or multiple related MS Dynamics 365 records
Setup duration On average 5-10 min.
Works on Pre-fill

How to set it up

Outcome: Once the Slate’s first Revision has been created, a Slate document will be pre-filled with information from an MS Dynamics 365 Entity.

Commonly used conditions when the Bot acts

  • When a recipient with a specified email, name, role or Flow permissions opens a Slate
  • When specific fields in a document are completed or empty

Requirements

To install the Pre-fill Slate from MS Dynamics 365 Records Bot, begin by setting up a Flow

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Flows most commonly used with this Bot

Install the Pre-fill Slate from MS Dynamics 365 Records Bot to automate workflows

Enter data into form in MS Dynamics 365 and adversely with Bot

The scope of advantages companies gain with automation of business processes can hardly be exaggerated. Albeit plentiful advantages, every automation software has a downside, which is a lack of compatibility with other platforms. Therefore any innovations in the market apart from their core functionality aim towards integrations with other platforms.

Microsoft Dynamics 365 hit the market in 2016 as a unique platform, aggregating CRM and ERP tools. It’s striking popularity instantly made other developers include it into the list of platforms to build integrations with. airSlate is not an exclusion, working on developing an opportunity to add a button link to MS Dynamics 365. integration with the other platform has been developed via the Pre-fill Bots, which pull data in the CRM system and transfer it to the airSlate forms. This kind of integration is particularly beneficial for B2B collaborations.

Let’s consider the operational experience of this Bot. Your organization, presumably a publishing house employing airSlate, cooperates with an e-commerce company, using MS Dynamics 365 on a large-scale event. In order to invite the participants and present them with a free edition of an e-book, your company can use MS 365 data. It will be automatically transferred to forms and shared among the recipients. This will save you a whole lot of time, human resources and lead to fast and accurate results. The reverse data transfer that enables to automatically enter data into a form in Microsoft Dynamics 365 is also possible.

Some other benefits of using Bots incorporate the following:

  • Improved productivity
  • Zero human-made errors
  • Seamless operation 24/7
  • Eliminated employee burnout
  • More focus on decision making

The above example explains how the idea to add button link to MS Dynamics has evolved. It is now a robust integration tool that aggregates two full-featured services to contribute to the solution.

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