Create Lead in Microsoft Dynamics

Automate the lead creation process in Microsoft Dynamics

Top Benefits

  • Quick and seamless integration with Microsoft Dynamics
  • Easy to use and integrate in new or existing tasks without any technical supervision

Automate the process of creating leads in Microsoft Dynamics. Provide basic login details as well as the data required for lead creation, and the bot will automate the process of creating the lead on a user's behalf.

 

Access Now

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
129
Vendor
Automation Type
Bot
Last Updated
January 29, 2021
First Published
May 19, 2018
Platform
10.5
Support

See the Bot in Action

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Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • AAE 10 sp2 setup
  • Inputs: URL, Password, UserID, First Name, Last Name, JobTitle, MailID, BuisnessPhone, Phone, Company, Topic, EmailId, Prompt-Assignment