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Self-paced
Learn new Microsoft planner admin skills and with airslate’s training
4479 students
30 minutes
Explore the progressive approach to repetitive task completion. Learn new Microsoft planner admin skills with airSlate’s training and become a pro in document workflow automation.
About this course
Everyday work is frequently loaded with endless routine tasks. We developed this training to demonstrate the necessity of implementing document workflow automation in daily operations and CRM procedures. It will help Microsoft planner admin and other specialists working with a complex platform streamline their work by making every document-related process run smoothly and precisely with minimal human interaction.
After completing the program, you will be aware of the principles of airSlate functionality and obtain new Microsoft planner admin skills. You will discover ways to configure its integration with your CRM, automate the most frequent CRM workflows, and drive your efficiency several degrees higher. You will also get a digital certificate verifying your newly acquired automation expertise.
After completing the program, you will be aware of the principles of airSlate functionality and obtain new Microsoft planner admin skills. You will discover ways to configure its integration with your CRM, automate the most frequent CRM workflows, and drive your efficiency several degrees higher. You will also get a digital certificate verifying your newly acquired automation expertise.
What’s included:
- Units explaining how airSlate enhances processes for Microsoft planner admin
- A quick quiz and practical exercises 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 difficulties
- How to get new Microsoft planner admin skills and can quickly create automatically-running workflows
- How to configure the correct Bots and verify if your processes are running as you intended
Who is this course for?
- Microsoft planner admin and other specialists utilizing the tool
- Employees aiming to enhance their document workflows
- Anyone looking for ways to obtain new skills and extend their career opportunities
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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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Sure, theory goes along with practice in our courses. There’s a detailed guide on a typical Microsoft planner admin process, with visualization at every step to provide you with a better understanding. At the end of the program, you will also find a task for you to accomplish in your airSlate account for knowledge consolidation.course
We aim to help businesses stay competitive and maximize the effect of using our product. That’s why all our Academy training courses, including the one for Microsoft planner admin, are free of charge. You do not pay for your course completion certificate.course
Organizations use the MS Dynamics suite of tools to enhance their daily work with customers. However, using this software alone is not enough for establishing smooth and efficient document processes. Our training is a perfect chance for Microsoft planner admin to explore airSlate’s document workflow automation capabilities incorporated with their CRM and find out how to rapidly establish connections between the two platforms. It’s practice-oriented, fast, straightforward, and cost-free, helping professionals reduce routine and improve their work.course
Our programs are open for you even after completion without time limits. You can pause your training for Microsoft planner admin and return 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 have specific technical skills to start working with it. Our training only requires that you have an understanding of your CRM operations. We will teach you the remaining new Microsoft planner admin skills with regard to document workflow automation. 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 offers various training dedicated to all aspects of workflow automation. If you are completely new to this topic, we advise you to begin with the Fundamentals and get familiar with Bots before you start your training for Microsoft planner admin. You may also find units on Process Analytics and integrations with other software solutions beneficial for your company.course