This bot logs into Microsoft Dynamics, and goes to the Quotes tab, and create a Quote with following details: UserID, Password, URL, Name, Potential Customer, City, State, Country, PriceList, Type, Unit, Zip, Street1, Street2, Street3, PaymentTerms, Prompt-Assignment
All the fields are mandatory.
- Business Process
- Passed third-party anti-virus scan conducted by Automation Anywhere.
- Automation Type
- Last Updated
- September 15, 2018
- First Published
- May 19, 2018
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
- Functional AAE 10 sp2 setup
Inputs: UserID, Password, URL, Name, Potential Customer, City, State, Country, PriceList, Type, Unit, Zip, Street1, Street2, Street3, PaymentTerms, Prompt-Assignment