Self-paced

Document process automation for Dynamics 365 sales professional career growth with a comprehensive certification program from airSlate Academy

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247 students
Find out how to eliminate routine and improve your sales performance. Gain skills in Document process automation for Dynamics 365 sales professionals with airSlate Academy’s free certification program.
Document process automation for Dynamics 365 sales professional career growth with a comprehensive certification program from airSlate Academy

About this course

This comprehensive certification program defines the concept of Document process automation and is especially designed for Dynamics 365 sales professional needs to transform their complex document-based tasks into streamlined operations. You will get the essential knowledge on how to minimize routine work and provide the improvement of your sales performance and income optimization through no-code automation.

By completing our training program, you will be equipped with practical insights on how to build automated workflows, set up bots, and transform the planning and execution of your sales processes. You will also obtain a digital certificate as a confirmation of your newly honed skills - use it on your LinkedIn profile to enhance career opportunities.

What’s included:

  • Units explaining the necessity of document workflow automation for Dynamics 365 sales professional
  • A quick quiz and practical tasks to help you consolidate your knowledge
  • An electronic certificate confirming your successful completion of our certification program for Dynamics 365 sales professional

What will you learn?

  • Document process automation inside and out and its valuable effects on a company’s sales results
  • What difficulties a Dynamics 365 sales professional can resolve in their routine operations
  • How Dynamics 365 sales professional can get started with the service and what features they need to use
  • An example of how to configure a typical sales-related workflow with no-code bots

Who is this course for?

  • Dynamics 365 sales professional and other specialists working with trade-related procedures
  • Other company employees who want to rapidly gain useful expertise in workflow automation
  • Anyone interested in process optimization and looking for ways to succeed in their career

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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While typical sales training programs focus on effective communication and negotiation methods, airSlate Academy offers the certification program devoted to Document process automation for Dynamics 365 sales professional day-to-day activity. After its completion, you will learn about our platform’s automation tools and how to use them to transform regular workflows and boost sales effectiveness. There’s also a step-by-step guidance for a typical workflow setup, illustrations of successful automation implementation, and tasks for exercising newly obtained skills.

Workflow automation can significantly streamline the sales process by automating repetitive tasks such as data entry, creating and sending follow-up emails, and generating reports. This not only reclaims working hours but also minimizes the risk of errors, enabling Dynamics 365 sales professional to focus more on customers and closing deals. The current airSlate Academy certification program equips sales experts with valuable skills in automation, leading to greater efficiency and productivity. Mastering these skills leads to spending less time on administrative tasks and more time on strategic actions, such as prospecting and closing deals.

Every Dynamics 365 sales professional has many responsibilities. They are in charge of establishing and maintaining relationships with the company’s clients. They determine customer needs, offer suitable products or services to satisfy those requirements, negotiate, and execute contracts. These processes are paperwork-heavy and time-consuming, so workflow automation is paramount to accelerate sales and help organizations improve results in a shorter time.

Of course, airSlate Academy guarantees every student receives evidence of the new skills obtained on the platform. You will get a digital certificate in your email upon completing the certification program on Document process automation for Dynamics 365 sales professional. Share it on your LinkedIn profile to improve your professional credibility and stand out amongst other experts in your industry.

Every Dynamics 365 sales professional has to deal with multiple document-based tasks during the day, which delay contract execution and profit making. Workflow automation helps them improve such processes as document generation and pre-filling, collaborate on sales proposals, endorse contracts, and obtain payments right on time. In addition, it simplifies customer data collection and enables specialists to autosave it to an appropriate database with maximum accuracy. The current airSlate Academy certification program reveals the best practices for putting this routine on autopilot.

airSlate Academy is strives to provide accessible education for everyone. As a result, all our programs, including those for Dynamics 365 sales professional, are available free of cost. We believe in empowering people with the knowledge and skills they need to master their careers without financial constraints. Register for our certification program to get practical insights on document workflow automation.