Example hybrid process

This article describes the process, that guides new users through application and stores data in the company CRM system. There are three systems involved in this process:

• Application
• Company CRM (Microsoft Dynamics 365)
• Microsoft Power Automate for transferring data to CRM
• Robolytix for monitoring

The whole process begins in the application in the sign-up. Each user has tracked through this process. In the end, important data are located in CRM and prepared for support and sales assistants.

Process flow

Main steps in the process

1. User sign-up
2. Sending confirmation mail
3. Email reminder
4. Create Lead in CRM
5. Convert Lead in CRM

Start the process in the application

Start of monitoring is called directly in the application code. Robolytix has detailed documentation with SDK at Robolytix Github.

Control main process in multiple RPA processes

One of the two main Power Automate process controls the whole sign-up. It checks the validity of data and sends reminder emails.

This process sends additional data to the main onboarding process. It adds data, that users insert during the creation of a new account.

There is also a Support Forum for further questions.