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Self-paced
Learn electronic document management for MS Dynamics 365 expert with training for greater efficiency
3524 students
30 minutes
Learn everything you need to know about Electronic document management for MS Dynamics 365 expert 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 never-ending routine tasks. We developed this training to show the necessity of implementing document workflow automation in repetitive operations and CRM procedures. It will help MS Dynamics 365 expert and other specialists dealing with a complex platform streamline their work by making every document-related process run smoothly and correctly with minimal human interaction.
After finishing the course, you will be aware of the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most frequent MS Dynamics 365 expert workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your newly acquired automation skills.
After finishing the course, you will be aware of the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most frequent MS Dynamics 365 expert workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your newly acquired automation skills.
What’s included:
- Units explaining how airSlate helps with Electronic document management for MS Dynamics 365 expert
- A quick quiz and practical tasks to consolidate your knowledge
- A badge proving your successful training completion
What will you learn?
- The general idea of document workflow automation and its advantages for companies
- How airSlate helps MS Dynamics users overcome their daily process challenges
- How MS Dynamics 365 expert can quickly create automatically-running workflows
- How to set up the appropriate Bots and verify if your processes are running as you intended
Who is this course for?
- MS Dynamics 365 expert and other professionals working with the platform
- Staff members aiming to optimize their document workflows
- Anyone looking for ways to obtain new skills and extend their career 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 various training dedicated to all aspects of workflow automation. If you are absolutely new to this topic, we advise you to begin with the Fundamentals and become familiar with Bots before you start your training for MS Dynamics 365 expert. You may also find units on Process Analytics and integrations with other software solutions helpful for your organization.course
Since airSlate is a no-code solution, it doesn’t require you to have specific technical expertise to start utilizing it. Our training only assumes that you have an understanding of your CRM operations. We will instruct you on about Electronic document management skills for MS Dynamics 365 expert and will train you with all the necessary skills. We will also show you a real use case example of how to automate a typical process without having to invest a considerable amount of time and resources.course
Organizations use the MS Dynamics suite of tools to improve their daily work with customers. However, applying this software alone is not enough for creating smooth and effective document processes. Our training is a great opportunity to discover how airSlate’s Electronic document management for MS Dynamics 365 expert works, find out about its capabilities incorporated with their CRM and how to quickly establish connections between the two platforms. It’s practice-oriented, quick, straightforward, and cost-free, helping professionals minimize routine and improve their work.course
Yes, theory goes along with practice in our courses. There’s a comprehensive guideline on a typical MS Dynamics 365 expert process, with visualization at every step to provide you with a better understanding. After the program, you will also find an assignment for you to complete in your airSlate account for knowledge consolidation.course
Our programs are open for you even upon completion without time limits. You can pause your training for MS Dynamics 365 expert 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
Our goal is to help companies remain competitive and increase the effect of utilizing our product. That’s why all our Academy training courses, including the one for MS Dynamics 365 expert, are cost-free. You do not pay for your course completion certificate.course