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Self-paced
Make efficiency breakthroughs with the airSlate Academy course for Dynamics 365 finance specialist
5731 students
30 minutes
Explore a progressive approach to repetitive task completion with our airSlate Academy course for Dynamics 365 finance specialist. Learn tips on how to easily automate complex workflows and boost your productivity.
About this course
Everyday work is usually loaded with continuous routine tasks. We developed this course to demonstrate the importance of implementing document workflow automation in daily operations and CRM procedures. It will help Dynamics 365 finance specialist and other specialists dealing with a complex platform simplify their work by making every document-related process run smoothly and precisely with minimal human interaction.
Upon completing the course, you will be aware of the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most frequent Dynamics 365 finance specialist workflows, and drive your efficiency several degrees higher. You will also get a digital certificate verifying your newly acquired automation skills.
Upon completing the course, you will be aware of the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most frequent Dynamics 365 finance specialist workflows, and drive your efficiency several degrees higher. You will also get a digital certificate verifying your newly acquired automation skills.
What’s included:
- Units explaining how airSlate enhances processes for Dynamics 365 finance specialist
- A fast quiz and practical exercises to consolidate your knowledge
- A badge demonstrating your successful course completion
What will you learn?
- The general idea of document workflow automation and its benefits for organizations
- How airSlate helps MS Dynamics users overcome their daily process difficulties
- How Dynamics 365 finance specialist can rapidly create automatically-running workflows
- How to set up the appropriate Bots and check if your processes are running as you intended
Who is this course for?
- The overall concept of document workflow automation and its advantages for businesses
- How airSlate helps MS Dynamics users address their daily process difficulties
- How platform users can easily create automatically-running workflows for MS Dynamics Office 365
- How to configure the appropriate Bots and check if your processes are working as you planned
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Questions & answers
Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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Businesses use the MS Dynamics suite of tools to improve their day-to-day work with customers. However, using this software alone is insufficient for establishing smooth and efficient document processes. Our course is a perfect chance for Dynamics 365 finance specialist to discover airSlate’s document workflow automation capabilities integrated with their CRM and find out how to quickly establish connections between the two platforms. It’s practice-oriented, fast, simple, and cost-free, helping professionals minimize routine and optimize their work.course
Our goal is to help businesses remain competitive and maximize the effect of utilizing our product. That’s why all our Academy training courses, including the one for Dynamics 365 finance specialist, are free of charge. You do not pay for your course completion certificate.course
Sure, theory goes along with practice in our courses. There’s a comprehensive guide on a typical Dynamics 365 finance specialist process, with visualization at every stage to provide you with a better understanding. At the end of the program, you will also find a task for you to accomplish in your airSlate account for knowledge consolidation.course
Our programs remain available for you even upon completion without time restrictions. You can pause your course for Dynamics 365 finance specialist and restart it later or take it one more time if needed. Access it at any moment if you need to refresh your knowledge.course
airSlate Academy offers a variety of training dedicated to all aspects of workflow automation. If you are completely new to this topic, we advise you to start from the Fundamentals and get acquainted with Bots before you start your course for Dynamics 365 finance specialist. You may also find units on Process Analytics and integrations with other software solutions beneficial for your organization.course
Because airSlate is a no-code solution, it doesn’t require you to possess specific technical skills to start utilizing it. Our course for Dynamics 365 finance specialist only assumes that you have an understanding of your CRM operations. We will show you the remaining skills with regard to document workflow automation. We will also demonstrate a real use case example of how to automate a typical process without the need to invest a substantial amount of time and resources.course