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airSlate
(Preview)

Use airSlate to make MS Dynamics 365 workflows configurable in minutes without ever having to leave Dynamics. Automate routine tasks in airSlate by: * Generating documents pre-filled with Dynamics 365 data * Creating new client records based on data entered into a document’s fillable fields * Updating existing client records based on data entered into a document’s fillable fields * Saving e-signed documents to Dynamics 365 * Conditional routing of document workflows to multiple recipients.

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airSlate