Create Lead in Microsoft Dynamics

This bot creates a Lead 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.

This bot logs into Microsoft Dynamics, goes to the Leads tab, and creates a Lead with following details: URL, Password, UserID, First Name, Last Name,Job Title, MailID, Business Phone, Phone, Company, Topic, EmailId, Prompt-Assignment.

All the fields are mandatory.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
125
Vendor
Automation Type
Bot
Last Updated
August 13, 2020
First Published
May 19, 2018
Enterprise Version
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

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