Use batching to create multiple workflows with a single action directly from your MS Dynamics 365 account.
Before starting, in Admin tools, make sure you are logged in to airSlate and connect the necessary workspace.
Next, create a custom button. In Admin tools, go to the Custom buttons tab and click Create button.
Add the button label and description in the respective fields and then click Next to action settings.
On the action settings page, set the following parameters:
Action ‒ Run airSlate workflow
Select a workflow to run
Mode ‒ Run airSlate workflow
Once ready, click Next to entities and lists.
On the layouts and lists page, select one or several entities where the custom button will be displayed by ticking the respective list box. After that, click Finish.
Now, go to any of the MS Dynamics 365 entities you’ve selected. Select as many records as you need in the entity and click airSlate. In the dropdown, you’ll find the newly created custom button.
Click this button to start batching. A new window will open, informing you that the process has started.
As a result, the selected records will receive documents from the selected workflow, and you’ll receive an email confirming the successful batching.