As an admin, use the Workflows app feature to allow your MS Dynamics 365 users to select the workflow they want to run. Instead of creating a custom button with a predefined workflow, provide users with a list of available workflows to select from.
In the Admin tools, go to the Workflows tab. Select the workflows you want to make available in MS Dynamics 365 and then click Add filters at the top.
You’ll see a list of all your MS Dynamics 365 entities. Select the ones you want to be able to start workflows from and click Save.
The selected workflows will be updated and if you hover your cursor over one of them, you’ll see the list of entities for which the workflow is available.
The workflows you’ve edited can now be launched from the MS Dynamics 365 entities pages you’ve specified.
Next, set up a custom button. In the Custom buttons section, click Create button. Name your button, add a description, and click Next to action settings (For more details about custom buttons, refer to the dedicated article.)
On the action settings page, select Open airSlate app, then click Next to entities and lists.
On the entities and lists page, tick the MS Dynamics 365 entities for which the button will be displayed — these must be entities you’ve indicated above for your workflows.
Click Finish to complete the custom button creation.
In your MS Dynamics 365 account, go to the record you want to create workflows for. Click on the three dots menu and select airSlate. In the following menu, select the custom button you created. In the example below, we work with contacts, but you are free to start from any entity you have specified in previous stages.
In the new window, you’ll find the workflows you’ve selected for the Workflows app. Click on the workflow you need and you can start completing the documents.
