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Self-paced
Learn process optimization for Dynamics 365 account manager with online course for greater efficiency
3524 students
30 minutes
Learn everything you need to know about Process optimization for Dynamics 365 account manager with online 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 frequently loaded with continuous routine tasks. We created this online course to show the importance of implementing document workflow automation in daily operations and CRM procedures. It will help Dynamics 365 account manager 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.
Upon finishing the program, you will understand the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical Dynamics 365 account manager workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate verifying your newly acquired automation expertise.
Upon finishing the program, you will understand the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical Dynamics 365 account manager workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate verifying your newly acquired automation expertise.
What’s included:
- Units describing how airSlate helps with Process optimization for Dynamics 365 account manager
- A quick quiz and practical exercises to consolidate your knowledge
- A badge confirming your successful online course completion
What will you learn?
- The general idea of document workflow automation and its perks for companies
- How airSlate helps MS Dynamics users overcome their daily process challenges
- How Dynamics 365 account manager can rapidly create automatically-running workflows
- How to configure the correct Bots and check if your processes are working as you planned
Who is this course for?
- Dynamics 365 account manager and other specialists dealing with the tool
- Staff members aiming to improve their document workflows
- Anyone searching 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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Sure, theory goes along with practice in our programs. There’s a detailed guideline on a typical Dynamics 365 account manager process, with visualization at every stage to provide you with a better understanding. At the end of the program, you will also find a task for you to complete in your airSlate account for knowledge consolidation.course
Because airSlate is a no-code solution, it doesn’t require you to have particular technical expertise to start utilizing it. Our online course only assumes that you have an understanding of your CRM procedures. We will instruct you on about Process optimization skills for Dynamics 365 account manager and will train you with all the crucial 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
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 become familiar with Bots before you start your online course for Dynamics 365 account manager. You may also find units on Process Analytics and integrations with other software solutions helpful for your organization.course
Our goal is to help organizations stay competitive and maximize the effect of utilizing our product. That’s why all our Academy study courses, including the one for Dynamics 365 account manager, are free of charge. You do not pay for your course completion certificate.course
Our programs are open for you even upon completion without time limits. You can pause your online course for Dynamics 365 account manager and return to it later or take it once again if required. Access it at any moment if you need to refresh your knowledge.course
Companies use the MS Dynamics suite of tools to enhance their day-to-day work with customers. However, applying this software alone is insufficient for setting up smooth and efficient document processes. Our online course is a great opportunity to discover how airSlate’s Process optimization for Dynamics 365 account manager works, find out about its capabilities incorporated with their CRM and how to rapidly establish connections between the two platforms. It’s practice-oriented, quick, easy, and cost-free, helping professionals reduce routine and enhance their work.course