This is a paid bot, and its usage will be counted toward your plan's credits limit. For more information about credit usage, refer to this article.
General
Reclaim working hours when creating records by automating this process using the Create MS Dynamics 365 records bot.
Use case: You need to create a new record in MS Dynamics 365 every time a new customer completes an application for purchasing products on your website. By using the Create MS Dynamics 365 records bot, you don’t have to remember to manually create a new record. The bot will do it automatically as soon as a new application is submitted.
How to set up
When the bot works by default:
The Create MS Dynamics 365 records bot activates once the documents are completed by recipients specified in the step after which this bot was added.
To add the bot to your workflow, select where you’d like to put it on the diagram and click the plus icon.
Then, select Bot from the list.
Search for the bot you need by category or using the search bar. Then, install the bot to your workflow by clicking Install bot.
Connection settings
To connect the bot to your MS Dynamics 365 account, click Connect in the Connection settings section.
Note: The account you’re connecting must have Edit rights for the objects where records will be changed. With read-only permissions, MS Dynamics 365 records cannot be altered.
Then, select the MS Dynamics 365 account you need to connect. You can also connect a new account by clicking Add connection.
Enter your MS Dynamics 365 instance URL. Copy it from your MS Dynamics 365 organization, as shown in the example. After that, click Apply, and you’ll be redirected to the Microsoft login screen. Once you’ve logged in, you’ll be directed back to airSlate.
Once connected, proceed to the next section.
Action settings
In the Select objects and map fields section, indicate the MS Dynamics 365 destination to create a record and fields for data transferring.
Select the MS Dynamics 365 entity where the new record will be created.
If you need, create a relation tree of records. To do this, add related entities for your base entity by clicking the plus icon and selecting a related entity from the dropdown. Related entities can have several hierarchical levels. To add a new level, click the plus icon near the previous level entity. Thus, the bot will create a new base record with related ones.
Next, indicate which data must be transferred from the completed documents to the new record by mapping document fields and entity fields where the record will be created. In the dropdown, select document fields and link them to the entity fields that should contain the corresponding values from the document. To map more fields, click the Add field mapping button and repeat the process.
Tip: To make sure that your records are created seamlessly, check which fields are required for the object where you create records and make similar fields in airSlate fields required.
Note: If you have chosen to create a relation tree in the previous step, you have to map fields for the basic and related entities. If you don’t map the related entities’ fields, the bot will omit them and only create the basic record.
Conditions
Configure the bot execution conditions based on simple “if-this-then-that” rules. For example, you can set conditions based on document field information, recipient data, date of document signing, document data, and decline reason. Learn more about bot conditions usage in the dedicated article.
Advanced settings
In this section, you can set additional bot configurations:
Determine how often the bot will run
Decide what to do with a revision if the bot fails
Add tags to your document to easily locate it
Learn more about adjusting Advanced settings in this article.