Microsoft Dynamics automations

Learn how to set up automations in your templates here. 

Update Microsoft Dynamics opportunity products whenever a document’s status is updated

1. Select “When PandaDoc document status changed then update line items in MS Dynamics”
2. Select trigger status for PandaDoc documents created via Microsoft Dynamics — you can choose between “Sent” and “Completed”
3. Select Connect to authorize the connection between Microsoft Dynamics and PandaDoc via Workato
4. Select Save
5. Create a document via a Microsoft Dynamics opportunity using this template and update products pulled to the pricing table. 

If you choose “Sent” document status as a trigger and update the products in a created via a deal document, the product information will be updated in the deal once you send it. 

If you’ve selected “Completed” as a trigger status, product info in your opportunity will be updated if you update the products in the pricing table before sending it, or if a document signer updates the quantity of products in the pricing table (providing you have quantity editing enabled before sending it).

Product information that can be updated in Microsoft Dynamics opportunities:

• Price
• Quantity 
• Discount

Change Microsoft Dynamics quote stage when document status is updated

1. Select the “When document status changed, Then change quote stage on Microsoft Dynamics”
2. Select trigger status for PandaDoc documents created from Microsoft Dynamics — you can choose between “Declined” and “Completed”
3. Select Connect to authorize the connection between Microsoft Dynamics and PandaDoc via Workato
4. Select the quote stage from the dropdown menu — you can choose between “Won” and “Lost”
5. Select Save

Once the status of a PandaDoc document created from this template is changed to “Completed” or “Declined,” the quote stage will automatically move to “Won” or “Lost” (depending on your automation setup).

Change Microsoft Dynamics opportunity stage whenever a document’s status is updated

1. Select the “When document status changed, Then change quote stage on Microsoft Dynamics”
2. Select trigger status for PandaDoc documents created from Microsoft Dynamics — you can choose between “Sent” and “Completed”
3. Select Connect to authorize the connection between Microsoft Dynamics and PandaDoc via Workato
4. Select the opportunity stage from the dropdown menu — you can choose between “Won” and “Canceled”

As soon as a PandaDoc document created from this template via an opportunity is completed or declined, the opportunity stage will automatically move to “Won” or “Lost” (depending on your automation setup).

Create a note for a Quote/Opportunity in MS Dynamics when document activity happens

1. Select “When PandaDoc document activity happens add a note for Quote  in MS Dynamics”/ “When PandaDoc document activity happens add a note for Opportunity in MS Dynamics”
2. Select Connect to authorize the connection between Microsoft Dynamics and PandaDoc via Workato
3. Select Save

Now each time you create a document from this template via an opportunity or a quote in Microsoft Dynamics a note will be added once to the Summary tab (if created via an opportunity) or to the Details tab (if created via a quote) whenever any of the following activity happens to the document: 

• {PandaDoc user} created a document {Document name}
• {PandaDoc user} sent a document {Document name} to {Recipients}
• Document {Document name} was viewed
• Document {Document name} has been completed
• Document {Document name} was signed by {Signer name}
• Document {Document name} is waiting for payment
• A new revision for {Document name} document has been created (is displayed when the document is sent and edited afterward)
• Document {Document name} expired
• Document {Document name} was paid
• Document {Document name} was declined
• Document {Document name} was deleted

Move a document to Details tab in Microsoft Dynamics quotes

1. Select “When PandaDoc document status changed Then attach PDF to MS Dynamics”
2. Select trigger status for any PandaDoc documents created from Microsoft Dynamics — you can choose between “Sent” and “Completed”
3. Authorize connection between MS Dynamics and PandaDoc via Workato
4. Select Save
5. Create a document using this template in a Microsoft Dynamics quote object, then send it
6. Within PandaDoc, open the created document and select Apps on the right panel
7. Find Microsoft Dynamics, then select Link, then the quote you created this document from

Once you set up the automation and link the document you’ve created via quote to the object in PandaDoc, the PDF will be attached to details once it’s been sent or completed (depending on your automation setup).

Move a document to SharePoint 

1. Select “When PandaDoc document status changed then upload PDF to SharePoint”
2. Select trigger status for any PandaDoc documents created from this template — you can choose between “Sent” and “Completed”
3. Authorize connection between SharePoint and PandaDoc via Workato. You only need to provide the SharePoint subdomain
4. Select Save

Each time the document you create using this template is sent or completed (depending on your automation setup), it will be automatically uploaded to a newly created folder under Documents in your SharePoint account.