Set up custom buttons that will appear in MS Dynamics 365 entities to quickly run specific airSlate workflows.
Start by clicking Create button.
Enter the custom button label and a short description. Custom button labels will be displayed to your teammates in MS Dynamics 365. A button’s short description is only visible to MS Dynamics 365 admins. Use it to provide more information about what this button does. Once you’ve finished, click Next to action settings.
In Action settings, select the action that the custom button will perform, which workflow will be triggered by this button, and the mode it will be running in. Remember that you can only select workflows in the workspace you’ve connected to your MS Dynamics 365 account.
In the Mode dropdown, select an option:
Run airSlate workflow & open the first step (single record only)
Run airSlate workflow
If you select a workflow containing at least one document placeholder, the attachment option will activate. By moving the toggle, you will allow MS Dynamics 365 users to select record attachments and export them to the airSlate workflow. Before activating this option, make sure that the workflow you select has the Pre-fill MS Dynamics 365 record attachments bot added.
Once ready, click Next to layouts and lists.
In Layouts and Lists, select the MS Dynamics 365 entities where you want to use this button. When you’re ready, click Finish.
Go to one of the entities you’ve selected, click on the three dots, and select airSlate in the dropdown menu. The newly created custom button will be shown in the list of custom buttons.
