to start searching
esc
to dismiss
Type any topic that interests you
Self-paced
Learn automation integration for Dynamics 365 account manager with certification for greater efficiency
4506 students
30 minutes
Learn everything you need to know about Automation integration for Dynamics 365 account manager 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.
About this course
Everyday work is usually loaded with continuous routine activities. We created this certification to show the necessity of implementing document workflow automation in daily operations and CRM procedures. It will help Dynamics 365 account manager and other specialists dealing with a complex platform streamline 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 typical Dynamics 365 account manager workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your recently 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 typical Dynamics 365 account manager workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your recently acquired automation skills.
What’s included:
- Units explaining how airSlate helps with Automation integration for Dynamics 365 account manager
- A quick quiz and practical exercises to consolidate your knowledge
- A badge demonstrating your successful certification completion
What will you learn?
- The general idea of document workflow automation and its advantages for organizations
- How airSlate helps MS Dynamics users overcome their day-to-day process difficulties
- How Dynamics 365 account manager can quickly 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 account manager and other specialists dealing with the platform
- Employees aiming to streamline their document workflows
- Anyone looking for ways to obtain new skills and extend their job opportunities
Start learning today
Sign now for free
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.
Need help?
Contact Support
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 account manager, are cost-free. You do not pay for your course completion certificate.course
airSlate Academy provides various 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 certification for Dynamics 365 account manager. You may also find units on Process Analytics and integrations with other software solutions beneficial for your company.course
Companies use the MS Dynamics suite of tools to simplify their everyday work with customers. However, using this software alone is not enough for creating smooth and efficient document processes. Our certification is an excellent opportunity to explore how airSlate’s Automation integration for Dynamics 365 account 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, straightforward, and cost-free, helping professionals minimize routine and improve their work.course
Our programs remain open for you even after completion without time restrictions. You can pause your certification for Dynamics 365 account manager and get back to it later or take it once again if needed. Access it at any moment if you need to refresh your knowledge.course
Because airSlate is a no-code solution, it doesn’t require you to possess particular technical expertise to start utilizing it. Our certification only assumes that you have an understanding of your CRM processes. We will show you about Automation integration skills for Dynamics 365 account manager and will train you with all the crucial 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
Yes, theory goes along with practice in our programs. There’s an in-depth guideline on a typical Dynamics 365 account manager process, with visualization at every step to provide you with a better understanding. After the program, you will also find a task for you to complete in your airSlate account for knowledge consolidation.course