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Self-paced
Pre-fill from MS Dynamics 365 Records
109 students
15 minutes
How often do you get tied up with data migration in your MS Dynamics 365 organization? Discover an easy way to transfer the data you need from MS Dynamics 365 to the document workflows you’re running.
About this course
This course explains how to eliminate errors, delays, and hassle when working with customer data in an MS Dynamics 365 organization. You’ll gain knowledge on how to save time and improve accuracy by establishing fast and seamless data routing between your document workflows and MS Dynamics 365.
By the end of this course, you'll be able to automatically transfer data from one or multiple MS Dynamics 365 records to the documents you need.
What’s included?
lessons to explain how to automate data routing in MS Dynamics 365
quiz to consolidate your knowledge & test new skills
badge to showcase your new skills
What will you learn?
How to transfer data from MS Dynamics 365 without errors or hassle
Ho to pre-fill documents from MS Dynamics 365 based on specific conditions
How to save time searching for the documents you need in MS Dynamics 365
Who is this course for?
Anyone interested in reducing errors when copying data to documents
Anyone looking to automate their work with data in MS Dynamics 365
Those who want to advance their career with new skills
Related workflows
Start learning today
Sign now for free
Pre-fill data from Excel Dynamics 365 via airSlate WorkFlow no-code Automation Bot
Automation has become an integral part of document workflows in recent years. You can hardly come across a competitive company that doesn’t take advantage of ERP or CRM solutions. However, to keep up with the leaders, it's not enough just to have great tools for comprehensive organization and management. It’s essential that you develop a strategy for automation. Continuously changing and evolving markets require us to not only deploy automation but also integrate it with the platforms we already use and love. The integration enables companies to combine several platforms together, addressing different needs and customizing their documents and workflows to achieve higher levels of efficiency. In addition, integration creates favorable conditions for cooperation with other companies and organizations running on different platforms.
Bots: an integral part of advanced workflow automation
The most advanced and forward-looking solutions on the market use Bots (software robots) that act based on if-this-then-that conditions, replacing the need for human interaction in parts of processes that are full of mundane and repetitive tasks. With the help of Bots, users can accomplish what used to take several hours/days/weeks in just a few hours/minutes, saving you and your team a lot of time to work on more important tasks.
Fruit-bearing advantages Automation and Integration Bots offer:
- Enhanced productivity
- Saved time and costs
- Reduced errors
- Increased data security
- Improved accountability and visibility
- Elevated efficiency
Pre-fill and post-fill Bots are the two most common types of Bots used in any ERP or CRM platform, such as MS Dynamics 365. They actively reduce the monotonous work that comes along with duplicating data and moving it from one document to another. By setting certain conditions, users can enable the automatic pre-filling and post-filling of forms and contracts. Significantly improve your workflows and insights with powerful, no-code Bots.
Pre-fill Bot use cases
Pre-fill Bots are extremely useful in any industry and any workflow that requires forms and contracts to be updated with information from a database. Internally, they can be used to help HR or Accounting; for instance, set up the Import Data from Dynamics 365 Bot so that your accountant can pre-fill multiple invoices or so that your HR director can automatically populate contracts. In external situations, they work just as great. Give Marketing the ability to pre-fill newsletters and even direct-email sales campaigns.
How to pre-fill data from Dynamics 365 with airSlate WorkFlow
airSlate WorkFlow is a robust, multifeatured document workflow automation platform. It integrates with a number of other solutions and platforms, including MS Dynamics 365, and helps transform working processes.
Bots are key to the automation of documents. The Pre-fill from MS Dynamics 365 Records Bot enables users to pre-fill data from Excel Dynamics 365 to airSlate WorkFlow documents. Not only does it save time, but it also increases accuracy and reduces human-prone errors and typos. Set the Bot up and start automating workflows in 15 minutes or less.
How to import new data from Dynamics 365 to an airSate WorkFlow document:- Create an airSlate WorkFlow account or log in if you already have one.
- Choose a document or build one from scratch and upload your document.
- Assign roles and set permissions.
- Link to the needed MS Dynamics 365 account.
- Find the MS Dynamics database you need.
- Map document fields with database columns and set conditions.
The airSlate Academy: import data from Dynamics 365
Learn everything there is to know about connecting airSlate WorkFlow to MS Dynamics accounts, configuring the appropriate Bots, and setting their conditions. The course provides detailed guidelines backed by helpful illustrations to help you accomplish more with less hassle. Before getting started, it's highly recommended that you take the airSlate WorkFlow introduction course. It covers the basics of airSlate WorkFlow automation and the tools you’ll encounter while using it.
Conclusion
Choose airSlate WorkFlow and its Pre-fill from MS Dynamics 365 Records Bot to populate documents in seconds. airSlate WorkFlow’s integration capabilities help businesses build unified, modern, and intelligent Workspaces that ensure global data governance, security and compliance. Streamlined workflows make them predictable, scalable, and more profitable. airSlate WorkFlow has helped thousands of companies, including Xerox, FirstData, and CBS Sports, transform and spark growth. Sign up for a trial and experience all the benefits that workflow automation has to offer.
Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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MS Dynamics 365 comes together with the Office 365 applications, so moving records from Dynamics 365 into your documents is easy and fast. If you’re looking for ways how to import new data from Dynamics 365 into existing forms while prepopulating the fields, consider using airSlate WorkFlow. It features no-code bots that integrate the platform with popular business tools and help users automatically export from and import data to Dynamics 365. You can find out more about airSlate WorkFlow automation at the airSlate Academy.
If you use airSlate WorkFlow for automating your business processes, you can add its bots to your regular workflows to interconnect the platform with Dynamics 365 and other popular applications for quick and seamless data routing. Implement the Pre-fill from MS Dynamics 365 Records bot to your processes, link your account(s), and configure all settings for the bot to act correctly. This way, you can easily export data to Excel tables or other documents from Dynamics 365 entities without manually copying and pasting it. For more instructions on the bot’s setup process, register in the airSlate Academy.
MS Dynamics 365 is unified with Office 365’s set of applications, including Excel, so you don’t need to set extra connections between them for data exchange. On the Microsoft Support pages, you can find guidance on how to export data to Excel from your Dynamics 365 records. The tool integrates with other popular business platforms, like airSlate WorkFlow. Connecting accounts is easy thanks to airSlate WorkFlow’s bots that help to auto pass data from Dynamics 365 to Excel spreadsheets used in a workflow. Install the Pre-fill from MS Dynamics 365 Records bot, connect your account(s), and set other conditions to provide automatic data transfer from your entity to the corresponding columns in your tables.
When processing documents every day, automation tools are the best way to transfer data from one source to another. It eliminates errors and data loss caused by manual input. airSlate WorkFlow provides users with no-code bots that don’t require any special skills when implementing them into your workflows. Install the Export to MS Dynamics 365 bot to your document. When all conditions are properly set, the bot will automatically import data from a document or report to Dynamics 365 Records and export the completed workflow instance right to the record you need.
By employing tools like airSlate WorkFlow and MS Dynamics 365 in your business activities, you can unite both solutions to make data transfer between them seamless, minimizing manual efforts and enhancing your team’s productivity. airSlate WorkFlow provides special bots (small software solutions that operate on if-this-then-that logic) that help to automatically import new data from forms completed in airSlate WorkFlow into Dynamics 365 records or vice versa, refresh your records in Dynamics 365 from airSlate WorkFlow files. To do so, install the Export to MS Dynamics 365 bot to your workflows or add other bots for document pre-filling or record updating.
Dynamics 365 is a set of applications interconnected and united by Microsoft into a holistic business platform. Its portfolio includes ERP and CRM solutions for Sales, Field Service, Project Service Automation, Customer Service, etc, plus it also features the full Office 365 package. Data across all services is united and connected. The platform integrates with many other business solutions, like airSlate WorkFlow. Import data from these apps to Dynamics 365 and back with minimum manual effort.
MS Dynamics allows users to import lists from various programs and file types but it usually requires them to be prepared in .csv, .txt, or .zip files before transmitting. Also, you’ll need to repeat the same importing steps for every list you want to move to Dynamics 365. With airSlate WorkFlow, you can set up the process once and auto import data to Dynamics 365 using no-code bots. Add the Export to MS Dynamics 365, Create MS Dynamics 365 Records, or Update MS Dynamics 365 Records bots to your workflow, map fields in your file with the related records in your ERP system, and set other conditions for data transfer. You can take training courses at the airSlate Academy to better learn the platform and explore how to properly configure bots for free.
If you’re searching for solutions to automate your regular business operations and save both costs and working time, airSlate WorkFlow is just the right tool for you. The platform combines automation tools for just about any business process plus integration with popular applications, like MS Dynamics 365. Using airSlate WorkFlow, you can quickly create a documents, build workflows for your use cases, and install bots for linking the tool with CRM systems. Configure the Pre-fill from MS Dynamics 365 Records bot to auto populate your forms. To export data to an Excel table from a particular Dynamics 365 record, choose the Table method of data transmission when configuring the settings.
Manually transferring completed reports to MS Dynamics 365 takes a lot of time and leads to misclicks and errors. Use airSlate WorkFlow, a holistic cloud platform for automating business procedures that will save your time, costs, and efforts on all regular operations and tasks. The tool allows users to quickly configure reporting workflows and import data to Dynamics 365 by including the Export to MS Dynamics 365 bot. The platform provides free courses for everyone who wants to learn how it works.
With airSlate WorkFlow, transmitting data from other solutions like MS Dynamics 365 to your working files and Excel tables is as easy as ABC. All you need to do is implement the Pre-Fill from MS Dynamics 365 Records bot to your workflow, indicate your account(s) for connection, and properly configure settings. If you need to export records from Dynamics 365 to a specific Excel column, simply choose the Table data transfers method when setting up the bot. Also, specify the starting field that will make the bot act once it’s completed. No extra skills are needed. The corresponding course at the airSlate Academy provides more instructions on the process. Get started for free.
Pre-fill from MS Dynamics 365 Records
The Pre-fill from MS Dynamics 365 Records course offers a detailed guide on how to automate the pre-population of documents using data from MS Dynamics 365 records. This course is designed to help you connect your MS Dynamics 365 account, select entities and related entities, set search conditions, and map data fields to streamline your document workflows. By completing this course, you'll save time and reduce errors, making your document management process more efficient.
What you will learn:
- How to connect your MS Dynamics 365 account
- How to select an MS Dynamics 365 entity and related entity
- How to set search conditions and find a starting MS Dynamics 365 record
- How to select a data type to be mapped and map entity fields to document fields
- How to set conditions to automatically pre-fill a document with data from an MS Dynamics 365 record
Who should enroll:
This course is ideal for professionals involved in operations and finance who want to optimize their document management processes. Relevant professionals include:
- Accountants
- Operations Managers
- Data Analysts
- IT Specialists
- Sales Managers
Course Outcomes:
- Seamless integration. Learn how to connect your MS Dynamics 365 account to airSlate WorkFlow for automated data transfer.
- Time-saving automation. Automate the pre-filling of documents with data from MS Dynamics 365 records, reducing manual entry.
- Error reduction. Minimize data entry errors by automating the mapping of entity fields to document fields.
- Enhanced efficiency. Speed up document processing by setting conditions to automatically pre-fill documents based on MS Dynamics 365 data.
- Versatile application. Apply the Pre-fill from MS Dynamics 365 Records automation to various business cases, such as populating customer contacts in sales invoices.
Get Your Certification! Enroll in the "Pre-fill from MS Dynamics 365 Records" course today and earn a digital certificate upon completion. Take this opportunity to streamline your document workflows with advanced automation tools.