Self-paced

Develop your CRM executive skills with reputable airSlate Academy automation course

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340 students
Upgrade your sales CRM skills in automating workflows with our airSlate Academy automation course. Discover the transformative benefits of document management automation.
Develop your CRM executive skills with reputable airSlate Academy automation course

About this course

Using our certification program, you’ll master the essential rules of document workflow automation for seamless data integrity and user experience in CRM systems.
Improve your Dynamics CRM admin skills to create self-sufficient, workflow automation challenges within CRM without external support. Confirm your skills with a credible electronic certificate upon completion.

What’s included?

  • lessons that direct you through automating CRM workflows
  • quiz to strengthen your understanding and test your recently obtained skills
  • certificate to proudly demonstrate your expert knowledge of workflow automation challenges

What will you learn?

  • The significance of document management automation and its effect on performance
  • Practical automation methods for Dynamics CRM admin
  • How to properly implement document workflow automation to the CRM processes

Who is this course for?

  • Those who need to advance their Dynamics CRM admin career with new opportunities
  • Anyone looking to simplify their CRM procedures

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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To improve your CRM admin skills, you can register for the automation certification program by airSlate Academy. We designed our comprehensive course for Dynamics CRM admin, focusing on improving workflow automation challenges and automation skills. By completing this certification program, you can progress your career and gain the expertise necessary to apply automation within your CRM operations, increasing efficiency and driving business growth.

All airSlate Academy courses are free. Create your account now for instant access to airSlate Academy courses, from beginner courses covering the fundamentals of automation to expert certifications showing how to transform your business electronically.

CRM automation is the approach that uses modern technology and software program to simplify and automate various tasks and procedures within customer communication management. It calls for automating repetitive manual tasks, improving data accuracy, and boosting productivity, ultimately enabling organizations to manage better and nurture their customer relationships.

A Dynamics CRM admin manages and maintains a customer relationship management (CRM) system. Their role involves configuring and customizing the CRM system to meet business needs, regulating user access and permissions, ensuring data reliability, educating users on the system’s capabilities, and providing ongoing support. They set up the CRM system to enhance customer interactions, sales processes, and overall company performance.

Upon completing any course with the airSlate Academy, you will get a certificate acknowledging your success. This document formally acknowledges that you finished the automation course and received the necessary skills and expertise in workflow automation challenges.

Signing up for the airSlate Academy course for Dynamics CRM admin requires hardly any effort. Click on the “Sign up for” button, go through a simple registration, and you’ll gain immediate access to all airSlate Academy courses. You can start any training course you choose any time you like and progress through it at your own pace, allowing for a flexible and personalized learning experience.