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.
Free
- Bot Security Program
-
Level 1
- Applications
-
- Business Process
- Sales
- Category
- CollaborationProductivity
- Downloads
- 97
- Vendor
- Automation Type
- Bot
- Last Updated
- January 29, 2021
- First Published
- May 19, 2018
- Platform
- 10.5
- Support
-
- Community Support Only
- Pathfinder Community Developer Forum
- Bot Store FAQs
See the Bot in Action
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