Create Quote in Microsoft Dynamics

Automate the process of creating Quotes in Microsoft Dynamics

Top Benefits

  • uick 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 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.

 

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
97
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: UserID, Password, URL, Name, Potential Customer, City, State, Country, PriceList, Type, Unit, Zip, Street1, Street2, Street3, PaymentTerms, Prompt-Assignment