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Self-paced
Learn digital document workflow for Dynamics 365 specialist with course for greater efficiency
5731 students
30 minutes
Learn everything you need to know about Digital document workflow for Dynamics 365 specialist with course 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 never-ending routine activities. We developed this course to show the significance of implementing document workflow automation in day-to-day operations and CRM procedures. It will help Dynamics 365 specialist and other specialists working with a complex platform simplify their work by making every document-related process run smoothly and precisely with minimal human interaction.
Upon finishing the course, you will be aware of the principles of airSlate functionality, learn how to set up its integration with your CRM, automate the most typical Dynamics 365 specialist workflows, and drive your efficiency several degrees higher. You will also get a digital certificate verifying your newly acquired automation skills.
Upon finishing the course, you will be aware of the principles of airSlate functionality, learn how to set up its integration with your CRM, automate the most typical Dynamics 365 specialist workflows, and drive your efficiency several degrees higher. You will also get a digital certificate verifying your newly acquired automation skills.
What’s included:
- Units describing how airSlate helps with Digital document workflow for Dynamics 365 specialist
- A quick quiz and practical exercises to consolidate your knowledge
- A badge proving your successful course completion
What will you learn?
- The overall concept of document workflow automation and its benefits for organizations
- How airSlate helps MS Dynamics users overcome their daily process challenges
- How Dynamics 365 specialist can quickly create automatically-running workflows
- How to set up the appropriate Bots and check if your processes are running as you intended
Who is this course for?
- Dynamics 365 specialist and other specialists working with the tool
- Team members aiming to enhance 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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airSlate Academy offers many different 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 become familiar with Bots before you start your course for Dynamics 365 specialist. You may also find units on Process Analytics and integrations with other software solutions beneficial for your company.course
Because airSlate is a no-code solution, it doesn’t require you to possess particular technical skills to start utilizing it. Our course only assumes that you have an understanding of your CRM procedures. We will teach you about Digital document workflow skills for Dynamics 365 specialist 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 having to invest a considerable amount of time and resources.course
Companies use the MS Dynamics suite of tools to simplify their daily work with customers. However, applying this software alone is not enough for establishing smooth and effective document processes. Our course is an excellent opportunity to discover how airSlate’s Digital document workflow for Dynamics 365 specialist 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, straightforward, and cost-free, helping professionals reduce routine and enhance their work.course
Yes, theory goes along with practice in our programs. There’s a detailed guideline on a typical Dynamics 365 specialist 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 accomplish in your airSlate account for knowledge consolidation.course
Our goal is to help businesses remain competitive and maximize the effect of utilizing our product. That’s why all our Academy training courses, including the one for Dynamics 365 specialist, are totally free. You do not pay for your course completion certificate.course
Our programs remain available for you even upon completion without time restrictions. You can pause your course for Dynamics 365 specialist and restart it later or take it once again if necessary. Access it at any moment if you need to refresh your knowledge.course