altaFlow

Install the application for MS Dynamics 365 from AppSource or a ZIP file.

Install altaFlow for MS Dynamics 365

Configure workspace access, custom buttons, and workflow settings in MS Dynamics 365 admin tools.

Admin tools in MS Dynamics 365

Track, manage, and filter documents sent from MS Dynamics 365 using the dashboard.

altaFlow Dashboard in MS Dynamics 365

Assign user roles to enable access to application features in MS Dynamics 365.

altaFlow User permissions

Set up custom buttons in MS Dynamics 365 to quickly trigger specific workflows from entity records.

Custom buttons in MS Dynamics 365

Discover multiple methods to run workflows from MS Dynamics 365 including custom buttons, batching, and Power Automate.

Run workflows in MS Dynamics 365

Create multiple workflows in batches from MS Dynamics 365 records with a single action.

Run workflows in batches

Allow users to select and run specific workflows from MS Dynamics 365 instead of using a single predefined workflow.

Select specific workflows to run from MS Dynamics 365

Set up workflow integration to run workflows automatically from MS Dynamics 365 using an integration user account.

altaFlow integration with MS Dynamics 365 workflow

Create public links in MS Dynamics 365 workflows or Power Automate to launch pre-filled workflows with record data.

Create smart links in MS Dynamics 365

Set up OAuth authentication to automatically provision users from Azure Active Directory.

altaFlow auto-provision for MS Dynamics 365

Download and install the integration to configure automated document workflows in Dynamics 365.

[User guide] altaFlow for MS Dynamics 365

Discover how to seamlessly integrate altaFlow with Microsoft Dynamics 365 to automate and optimize your workflows.

altaFlow for MS Dynamics 365

Create a custom design with text, images, and links

altaflow.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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