Create Quote in Microsoft Dynamics

This bot creates a Quote in Microsoft Dynamics.

Sales

Create Quote in Microsoft Dynamics

Create Quote in Microsoft Dynamics

This bot creates a Quote in Microsoft Dynamics.

Create Quote in Microsoft Dynamics

This bot creates a Quote in Microsoft Dynamics. This bot is provided by Automation Anywhere.


Features

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

Benefits

uick and seamless Integration with Microsoft Dynamics. Easy to use and integrate in new or existing tasks without any technical supervision.


Inputs

UserID, Password, URL, Name, Potential Customer, City, State, Country, PriceList, Type, Unit, Zip, Street1, Street2, Street3, PaymentTerms, Prompt-Assignment

Output

New quote is created and bot terminates gracefully.


More Details

All the fields are mandatory.

Owner Contact Info

Vendor image

Pre-install Checks

Functional AAE 10 sp2 setup


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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