Self-paced

Learn automated document workflow for Dynamics 365 CRM administrator with certification for greater efficiency

5
Star Rating
5564 students
30 minutes
Learn everything you need to know about Automated document workflow for Dynamics 365 CRM administrator with certification from airSlate Academy and explore the progressive approach to repetitive task completion. Learn tips on how to easily automate complex workflows and boost your productivity.
Learn Automated document workflow for Dynamics 365 CRM administrator with certification for greater efficiency

About this course

Everyday work is usually loaded with never-ending routine activities. We developed this certification to demonstrate the importance of implementing document workflow automation in repetitive operations and CRM procedures. It will help Dynamics 365 CRM administrator and other specialists dealing with a complex platform streamline their work by making every document-related process run smoothly and accurately 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 frequent Dynamics 365 CRM administrator workflows, and drive your productivity several degrees higher. You will also receive a digital certificate verifying your newly acquired automation expertise.

What’s included:

  • Units describing how airSlate helps with Automated document workflow for Dynamics 365 CRM administrator
  • A fast quiz and practical tasks to consolidate your knowledge
  • A badge confirming your successful certification completion

What will you learn?

  • The overall concept of document workflow automation and its perks for businesses
  • How airSlate helps MS Dynamics users address their day-to-day process difficulties
  • How Dynamics 365 CRM administrator can rapidly create automatically-running workflows
  • How to configure the appropriate Bots and check if your processes are working as you intended

Who is this course for?

  • Dynamics 365 CRM administrator and other professionals utilizing the tool
  • Team members aiming to streamline their document workflows
  • Anyone looking for ways to develop new skills and extend their career opportunities

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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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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Because airSlate is a no-code solution, it doesn’t require you to possess particular technical skills to start utilizing it. Our certification only requires that you have an understanding of your CRM procedures. We will teach you about Automated document workflow skills for Dynamics 365 CRM administrator and will train you with all the necessary skills. We will also demonstrate a real use case example of how to automate a standard process without the need to spend a considerable amount of time and resources.course

Our goal is to help organizations remain competitive and increase the effect of utilizing our product. That’s why all our Academy training courses, including the one for Dynamics 365 CRM administrator, are totally free. You do not pay for your course completion certificate.course

Companies 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 effective document processes. Our certification is a great opportunity to explore how airSlate’s Automated document workflow for Dynamics 365 CRM administrator works, find out about its capabilities integrated with their CRM and how to rapidly establish connections between the two platforms. It’s practice-oriented, quick, easy, and cost-free, helping professionals reduce routine and optimize their work.course

airSlate Academy provides various training dedicated to all aspects of workflow automation. If you are absolutely new to this subject, we advise you to begin with the Fundamentals and get familiar with Bots before you start your certification for Dynamics 365 CRM administrator. You may also find units on Process Analytics and integrations with other software solutions valuable for your organization.course

Our programs are open for you even after completion without time restrictions. You can pause your certification for Dynamics 365 CRM administrator and return to it later or take it one more time if needed. Access it at any time if you need to refresh your knowledge.course

Sure, theory goes along with practice in our programs. There’s a detailed guideline on a typical Dynamics 365 CRM administrator process, with visualization at every step to provide you with a better understanding. At the end of the program, you will also find a task for you to complete in your airSlate account for knowledge consolidation.course