Self-paced

Learn electronic document management for Dynamics 365 service admin role with training for greater efficiency

5
Star Rating
5731 students
30 minutes
Learn everything you need to know about Electronic document management for Dynamics 365 service admin role 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.
Learn Electronic document management for Dynamics 365 service admin role with training for greater efficiency

About this course

Everyday work is often loaded with endless routine activities. We created this training to demonstrate the importance of implementing document workflow automation in repetitive operations and CRM procedures. It will help Dynamics 365 service admin role and other specialists working with a complex platform simplify their work by making every document-related process run smoothly and correctly with minimal human interaction.
Upon completing 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 frequent Dynamics 365 service admin role 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 describing how airSlate helps with Electronic document management for Dynamics 365 service admin role
  • A fast quiz and practical exercises to consolidate your knowledge
  • A badge demonstrating your successful training completion

What will you learn?

  • The general concept of document workflow automation and its benefits for companies
  • How airSlate helps MS Dynamics users address their daily process challenges
  • How Dynamics 365 service admin role can easily create automatically-running workflows
  • How to set up the correct Bots and check if your processes are working as you intended

Who is this course for?

  • Dynamics 365 service admin role and other professionals dealing with the tool
  • Staff members aiming to optimize their document workflows
  • Anyone looking for ways to obtain new skills and extend their job prospects

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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Yes, theory goes along with practice in our programs. There’s a comprehensive guide on a typical Dynamics 365 service admin role process, with visualization at every stage to provide you with a better understanding. At the end of the program, you will also have an assignment for you to complete in your airSlate account for knowledge consolidation.course

Our programs are available for you even after completion without time restrictions. You can pause your training for Dynamics 365 service admin role and get back to it later or take it one more time if necessary. Access it at any time if you need to refresh your knowledge.course

Since airSlate is a no-code solution, it doesn’t require you to have specific technical skills to start utilizing it. Our training only requires that you have an understanding of your CRM procedures. We will teach you about Electronic document management skills for Dynamics 365 service admin role 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 invest a considerable amount of time and resources.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 training for Dynamics 365 service admin role. You may also find units on Process Analytics and integrations with other software solutions valuable for your business.course

We aim to help companies remain competitive and increase the effect of utilizing our product. That’s why all our Academy study courses, including the one for Dynamics 365 service admin role, are totally free. You do not pay for your course completion certificate.course

Companies use the MS Dynamics suite of tools to improve their everyday work with customers. However, applying this software alone is insufficient for establishing smooth and effective document processes. Our training is a perfect chance to explore how airSlate’s Electronic document management for Dynamics 365 service admin role 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, simple, and cost-free, helping professionals minimize routine and optimize their work.course