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Self-paced
Learn new Dynamics 365 customer manager skills and with airslate’s course
4479 students
30 minutes
Explore the progressive approach to repetitive task completion. Learn new Dynamics 365 customer manager skills with airSlate’s course and become a pro in document workflow automation.
About this course
Everyday work is frequently loaded with continuous routine tasks. We created this course to show the significance of implementing document workflow automation in repetitive operations and CRM procedures. It will help Dynamics 365 customer manager and other specialists working with a complex platform streamline their work by making every document-related process run smoothly and correctly with minimal human interaction.
After completing the program, you will be aware of the principles of airSlate functionality and obtain new Dynamics 365 customer manager skills. You will learn how to configure its integration with your CRM, automate the most typical CRM workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate verifying your recently acquired automation skills.
After completing the program, you will be aware of the principles of airSlate functionality and obtain new Dynamics 365 customer manager skills. You will learn how to configure its integration with your CRM, automate the most typical CRM workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate verifying your recently acquired automation skills.
What’s included:
- Units describing how airSlate enhances processes for Dynamics 365 customer manager
- A quick quiz and practical tasks to consolidate your knowledge
- A badge demonstrating your successful course completion
What will you learn?
- The overall idea of document workflow automation and its perks for businesses
- How airSlate helps MS Dynamics users address their daily process difficulties
- How to get new Dynamics 365 customer manager skills and can easily create automatically-running workflows
- How to configure the correct Bots and verify if your processes are working as you intended
Who is this course for?
- Dynamics 365 customer manager and other professionals utilizing the platform
- Employees aiming to improve their document workflows
- Anyone searching for ways to obtain 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 provides various training dedicated to all aspects of workflow automation. If you are completely new to this subject, we advise you to start from the Fundamentals and become acquainted with Bots before you start your course for Dynamics 365 customer manager. You may also find units on Process Analytics and integrations with other software solutions helpful for your business.course
Since airSlate is a no-code solution, it doesn’t require you to possess particular technical expertise to start utilizing it. Our course only assumes that you have an understanding of your CRM operations. We will teach you the remaining new Dynamics 365 customer manager skills with regard to document workflow automation. We will also show you a real use case example of how to automate a typical process without having to spend a substantial amount of time and resources.course
We aim to help businesses remain competitive and maximize the effect of using our product. That’s why all our Academy training courses, including the one for Dynamics 365 customer manager, are cost-free. You do not pay for your course completion certificate.course
Businesses use the MS Dynamics suite of tools to enhance their day-to-day work with customers. However, using this software alone is not enough for setting up smooth and effective document processes. Our course is a perfect opportunity for Dynamics 365 customer manager to explore airSlate’s document workflow automation capabilities incorporated with their CRM and find out 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
Our programs remain available for you even upon completion without time restrictions. You can pause your course for Dynamics 365 customer 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
Sure, theory goes along with practice in our courses. There’s a detailed guideline on a typical Dynamics 365 customer manager process, with visualization at every stage to provide you with a better understanding. After the program, you will also have a task for you to accomplish in your airSlate account for knowledge consolidation.course