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Self-paced
Learn automated document workflow for Dynamics 365 general manager with training for greater efficiency
4506 students
30 minutes
Learn everything you need to know about Automated document workflow for Dynamics 365 general manager with training 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.
About this course
Everyday work is often loaded with endless routine tasks. We developed this training to show the necessity of implementing document workflow automation in repetitive operations and CRM procedures. It will help Dynamics 365 general manager and other specialists working with a complex platform streamline their work by making every document-related process run smoothly and accurately with minimal human interaction.
Upon finishing the course, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most typical Dynamics 365 general manager workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your recently acquired automation expertise.
Upon finishing the course, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most typical Dynamics 365 general manager workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your recently acquired automation expertise.
What’s included:
- Units explaining how airSlate helps with Automated document workflow for Dynamics 365 general manager
- A quick quiz and practical tasks to consolidate your knowledge
- A badge demonstrating your successful training completion
What will you learn?
- The general idea of document workflow automation and its perks for businesses
- How airSlate helps MS Dynamics users address their daily process challenges
- How Dynamics 365 general manager can quickly create automatically-running workflows
- How to configure the appropriate Bots and check if your processes are running as you planned
Who is this course for?
- Dynamics 365 general manager and other specialists working with the tool
- Team members aiming to improve their document workflows
- Anyone searching for ways to develop new skills and extend their job opportunities
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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 goal is to help organizations stay competitive and maximize the effect of using our product. That’s why all our Academy study courses, including the one for Dynamics 365 general manager, are cost-free. You do not pay for your course completion certificate.course
Yes, theory goes along with practice in our courses. There’s a comprehensive guide on a typical Dynamics 365 general manager process, with visualization at every stage to provide you with a better understanding. After the program, you will also have a task for you to complete in your airSlate account for knowledge consolidation.course
Because airSlate is a no-code solution, it doesn’t require you to have specific technical expertise to start working with it. Our training only assumes that you have an understanding of your CRM processes. We will teach you about Automated document workflow skills for Dynamics 365 general manager and will train you with all the essential skills. We will also show you a real use case example of how to automate a typical process without having to spend a substantial amount of time and resources.course
airSlate Academy offers various training dedicated to all aspects of workflow automation. If you are absolutely new to this subject, we advise you to start from the Fundamentals and get acquainted with Bots before you start your training for Dynamics 365 general manager. You may also find units on Process Analytics and integrations with other software solutions beneficial for your business.course
Our programs are open for you even upon completion without time restrictions. You can pause your training for Dynamics 365 general manager and get back to it later or take it once again if required. Access it at any time if you need to refresh your knowledge.course
Companies use the MS Dynamics suite of tools to improve their day-to-day work with customers. However, applying this software alone is not enough for setting up smooth and efficient document processes. Our training is an excellent opportunity to discover how airSlate’s Automated document workflow for Dynamics 365 general manager works, find out about its capabilities integrated with their CRM and how to rapidly establish connections between the two platforms. It’s practice-oriented, fast, easy, and cost-free, helping professionals minimize routine and optimize their work.course