Automate the process of creating quotes in Microsoft Dynamics. Provide basic login details and the required information to create a quote - and the bot will take care of the quote generation process for you.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- AAE 10 sp2 setup
- Inputs: UserID, Password, URL, Name, Potential Customer, City, State, Country, PriceList, Type, Unit, Zip, Street1, Street2, Street3, PaymentTerms, Prompt-Assignment