altaFlow for Microsoft Dynamics 365
Document Workflow Automation for Microsoft Dynamics 365
altaFlow connects your Dynamics 365 records to a governed document lifecycle. Generate documents from any record, route them for approval, collect legally binding signatures, and write the results back automatically. No manual handoffs. No data re-entry. No IT tickets to update a routing rule.
What altaFlow does inside Dynamics 365
Generate
Pull Dynamics 365 field data into DOCX or PDF templates automatically, with no copy-paste required.
Route
Build no-code approval workflows that trigger from any Dynamics record or workflow event.
Sign
Collect legally binding eSignatures with automated reminders and a complete audit trail.
Sync
Write signed document data back to Dynamics 365 records, keeping your CRM accurate without manual updates.
Use cases
What teams use altaFlow for in Dynamics 365
Bot
Description
Generate documents from Dynamics records
Send contracts, quotes, and agreements directly from any Dynamics 365 record. altaFlow pulls field data into pre-built templates, eliminating manual entry and the errors that come with it. Contract cycle time drops by 40% or more.
Run document workflows in batches
Process high volumes of documents without touching each one individually. Batch-launch workflows from Dynamics, route them through approvals, collect signatures, and sync results back, all from a single trigger.
Pre-fill and write back automatically
Pull data from Dynamics 365 into documents at the start of a workflow. When the workflow completes, signed data writes back to the record automatically. One data model. No reconciliation work.
See How altaFlow Works with Microsoft Dynamics 365
Request a personalized demo and see your document workflows running inside Dynamics.
