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Self-paced
Boost your efficiency with the airSlate training course for automating Dynamics 365 sales management
4930 students
30 minutes
Explore the progressive approach to repetitive task completion with our airSlate training course for automating Dynamics 365 sales management. Learn tips on how to easily automate complex workflows and boost your productivity.
About this course
Everyday work is often loaded with continuous routine activities. We created this training course to demonstrate the necessity of implementing document workflow automation in day-to-day operations and CRM procedures. It will help you and your teammates learn the workflow automation tips for Dynamics 365 sales management. You will also discover how to work with a complex platform and simplify your work by making every document-related process run smoothly and precisely with minimal human interaction.
After completing the program, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most typical MS Dynamics 365 workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your recently acquired expertise for automating Dynamics 365 sales management.
After completing the program, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most typical MS Dynamics 365 workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your recently acquired expertise for automating Dynamics 365 sales management.
What’s included:
- Units explaining how airSlate enhances processes for Dynamics 365 users
- A quick quiz and practical exercises to consolidate your knowledge
- A badge proving your successful training course completion
What will you learn?
- The overall idea of document workflow automation and its perks for organizations
- How airSlate helps MS Dynamics users address their daily process challenges
- How platform users can rapidly create automatically-running workflows for Dynamics 365 sales management
- How to set up the correct Bots and check if your processes are running as you intended
Who is this course for?
- MS Dynamics 365 admins and other professionals utilizing the platform
- Team members aiming to enhance their document workflows
- Anyone looking for ways to obtain new skills and extend their job prospects
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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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Our programs remain open for you even upon completion without time restrictions. You can pause your training course MS Dynamics 365 process automation and return to it later or take it one more time if necessary. Access it at any time if you need to refresh your knowledge.course
airSlate Academy provides a variety of training dedicated to all aspects of workflow automation. If you are absolutely new to this topic, we advise you to start from the Fundamentals and become acquainted with Bots before you start your training course for automating Dynamics 365 sales management. You may also find units on Process Analytics and integrations with other software solutions beneficial for your company.course
We aim to help companies stay competitive and increase the effect of utilizing our product. That’s why all our Academy training courses, including the one dedicated to automating Dynamics 365 sales management, are totally free. You do not pay for your course completion certificate.course
Sure, theory goes along with practice in our programs. There’s a detailed guideline on automating Dynamics 365 sales management, with visualization at every step to provide you with a better understanding. After the program, you will also find an assignment for you to accomplish in your airSlate account for knowledge consolidation.course
Companies use the MS Dynamics suite of tools to simplify their everyday work with customers. However, applying this software alone is insufficient for establishing smooth and efficient document processes. Our training course is a great chance for you to discover airSlate’s document workflow automation capabilities for Dynamics 365 sales management and learn how to quickly establish connections between the two platforms. It’s practice-oriented, quick, straightforward, and cost-free, helping professionals reduce routine and enhance their work.course
Because airSlate is a no-code solution, it doesn’t require you to possess specific technical expertise to start working with it. Our training course for automating Dynamics 365 sales management only assumes that you have an understanding of your CRM operations. We will instruct you on the remaining skills with regard to document workflow automation. We will also show you 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