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Self-paced
Learn automated document workflow for Dynamics 365 project manager with training for greater efficiency
4682 students
30 minutes
Learn everything you need to know about Automated document workflow for Dynamics 365 project 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 usually loaded with never-ending routine tasks. We created this training to show the significance of implementing document workflow automation in repetitive operations and CRM procedures. It will help Dynamics 365 project manager and other professionals dealing with a complex platform simplify their work by making every document-related process run smoothly and accurately with minimal human interaction.
After finishing the program, you will understand the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical Dynamics 365 project manager workflows, and drive your efficiency several degrees higher. You will also receive a digital certificate confirming your recently acquired automation expertise.
After finishing the program, you will understand the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical Dynamics 365 project manager workflows, and drive your efficiency several degrees higher. You will also receive a digital certificate confirming your recently acquired automation expertise.
What’s included:
- Units explaining how airSlate helps with Automated document workflow for Dynamics 365 project manager
- A fast quiz and practical tasks to consolidate your knowledge
- A badge confirming your successful training completion
What will you learn?
- The general concept of document workflow automation and its advantages for companies
- How airSlate helps MS Dynamics users overcome their daily process challenges
- How Dynamics 365 project manager can easily create automatically-running workflows
- How to configure the appropriate Bots and check if your processes are working as you planned
Who is this course for?
- Dynamics 365 project manager and other specialists dealing with the platform
- Team members aiming to improve their document workflows
- Anyone searching for ways to develop 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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Because airSlate is a no-code solution, it doesn’t require you to have particular technical expertise to start utilizing it. Our training only requires that you have an understanding of your CRM processes. We will instruct you on about Automated document workflow skills for Dynamics 365 project manager and will train you with all the essential skills. We will also demonstrate a real use case example of how to automate a standard process without having to invest a considerable amount of time and resources.course
Our programs are available for you even upon completion without time restrictions. You can pause your training for Dynamics 365 project manager and return to it later or take it one more time if needed. Access it at any moment if you need to refresh your knowledge.course
Organizations use the MS Dynamics suite of tools to simplify their everyday work with customers. However, applying this software alone is insufficient for creating smooth and effective document processes. Our training is a great opportunity to explore how airSlate’s Automated document workflow for Dynamics 365 project manager works, find out about its capabilities integrated with their CRM and how to quickly establish connections between the two platforms. It’s practice-oriented, fast, easy, and cost-free, helping professionals reduce routine and optimize their work.course
airSlate Academy provides a variety of 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 become acquainted with Bots before you start your training for Dynamics 365 project manager. You may also find units on Process Analytics and integrations with other software solutions valuable for your organization.course
Our goal is to help companies stay competitive and maximize the effect of utilizing our product. That’s why all our Academy training courses, including the one for Dynamics 365 project 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 an in-depth guide on a typical Dynamics 365 project manager process, with visualization at every step to provide you with a better understanding. At the end of the program, you will also find an assignment for you to complete in your airSlate account for knowledge consolidation.course