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 by automating your business processes. Use the Invoke MS Dynamics 365 workflow on completion bot to launch MS Dynamics 365 workflows after recipients complete their documents.
Use case: Every time a new customer submits an application on your website, you’ll need to invite your colleagues to track the case. That’s why you have an MS Dynamics 365 workflow set for this process. By using the Invoke MS Dynamics 365 workflow on completion bot, you don’t have to manually start the workflow every time a new application is submitted. The bot will do it automatically upon document submission.
How to set up
When the bot works by default:
The Invoke MS Dynamics 365 workflow on completion bot activates once the documents are submitted 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.
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.
Once connected, proceed to the next section.
Action settings
In the Dynamics workflow settings section, select a workflow to invoke. After that, click the Continue button.
In the Select starting record section, set up a lookup for the bot to identify which record will trigger the MS Dynamics 365 workflow. Select the entity type from the dropdown and its field that matches the identifying field in the document.
Then, indicate the value for the identifying field. You can enter your custom value or click Data variable to select an identifier from the document fields. Use the document field containing unique information that is unlikely to change, such as account number, company name, SSN, or EIN. Alternatively, as an identifier, use information about the recipient, time, template, or document.
Add as many identifiers as you need by clicking Add search condition.
If you have more than one search field, select ‘match conditions’ for the bot and define whether all search conditions must match or any of them.
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.