Document Workflow Automation for MS Dynamics 365 Admins

Looking for ways to enhance your team's productivity and efficiency? Discover proven strategies for streamlining complex MS Dynamics 365 procedures, reducing manual tasks, and delivering an exceptional customer experience.
Document Workflow Automation for MS Dynamics 365 Admins

About

This certification program takes you through the basics of document workflow automation tailored for MS Dynamics 365 admins. You’ll learn how to simplify repetitive MS Dynamics 365 procedures, save time, and focus on more important goals.

Upon completing this certification program, you will possess the ability to automate document-based tasks within MS Dynamics 365, leading to seamless and productive daily operations. Additionally, you'll earn a digital certificate that validates your newly acquired skills.

You will learn

    The concept and importance of document workflow automation
    How document workflow automation simplifies MS Dynamics 365 processes
    How to apply document workflow automation in your MS Dynamics 365 processes

Curriculum

How does industry-based learning work?

airslate-academy-icon
Create an account
Start your learning journey, study online at your own pace, and enjoy greater flexibility.
learn-more-airslate-icon
Develop new skills
Successfully complete a learning path, test your knowledge, and get a certificate.
share-certificate-icon
Gain recognition
Share your certificate on LinkedIn to showcase the skill set you now command.

Looking for additional resources?

Browse catalog

Reach new productivity heights with document workflow automation for MS Dynamics 365

MS Dynamics 365 is one of the world’s most trusted and preferred CRM / ERP systems. It delivers a comprehensive suite of business applications that streamlines operations in sales, customer service, marketing, finance, and more. Needless to say, due to its level of product complexity, the role of a Dynamics 365 admin is always evolving. That’s why it’s crucial for every platform specialist to constantly improve their professional skills, allowing them to ensure the platform's seamless operation and their ability to get the most out of its functionality. Document workflow automation has never been more in demand than it is today.

How automation addresses the challenges of a Dynamics 365 admin

The need for document workflow automation solutions in the Dynamics 365 ecosystem has never been greater. Contract management, proposal generation, invoicing, and data management consume too many working hours and reduce efficiency when performed manually. Although this CRM / ERP is one of the most powerful on the market, it doesn’t have all the necessary features to overcome these challenges alone. airSlate offers a go-to solution by making these paperwork-heavy tasks within the Microsoft platform run on autopilot.

airSlate features all the necessary tools for automating document-based tasks. Its integration reduces routine work such as manual data entry while delivering greater accuracy in docs and database records. With bot-driven automated workflows, every MS Dynamics 365 specialist can effortlessly:

  • Auto-generate documents and send them on a schedule
  • Auto-fill documents within database records
  • Update CRM records based on the completed forms
  • Export forms to their system storage or other service of their choice
  • Create workflows with conditional routing and track them in real-time

How to learn document workflow automation for MS Dynamics 365

No matter how intuitive airSlate is, getting acquainted with its functionality quickly is key to its successful implementation into your daily operations. This free training program reveals the secrets of no-code automation and its importance in Microsoft Dynamics 365 consulting and effective administration. Upon course completion, you’ll get a digital certificate confirming your new skills. Enroll in the airSlate Academy and start driving your productivity now!

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.
Need help?
Contact Support

MS Dynamics 365 is a complex business solution with modules in sales, supply chain, customer service, marketing, and finance. The platform’s admins are responsible for managing and maintaining every module and implementing effective integrations. Even though it is a powerful CRM/ERP system, it can’t ensure every process runs smoothly on its own. Document workflow automation tools integrated with this platform can help admins reduce repetitive and manual work issues, improve data quality and accuracy during transfers between systems, save time, and enhance productivity.

Apart from keeping on top of the latest technical trends and the platform’s updates, Dynamics 365 sales professionals and other specialists must catch up with the integrations that best streamline your work. airSlate Academy is your key to enhancing workflow automation skills, which you need to convert document-heavy and error-prone daily tasks into smoothly and accurately running workflows. Our courses help every MS Dynamics 365 specialist get the necessary knowledge they need to optimize their regular operations via airSlate’s capabilities.

Our training program describes the concept of workflow automation and illustrates how to apply its features to MS Dynamics 365 processes. You will learn how robotic tools resolve typical issues in repetitive tasks and what benefits they bring to a business. You will find out how to transform an admin’s work on the platform and get practical insights into streamlining processes such as contract negotiation or invoicing.

Yes, airSlate Academy is free for everyone interested in document workflow automation. And you can be sure there are no hidden charges for extra courses or certificates. This means you can keep exploring airSlate’s capabilities and its value to your business without restrictions.

There are no limits to the number of courses you can enroll in at a time. However, if you’re new to the airSlate platform, we recommend you start from the basics and get acquainted with its concepts. Take some training about our bots, industry use cases, and CRM essentials and integrations before you go in-depth with its solutions for MS Dynamics 365.

We strongly recommend you register with airSlate while taking its Academy courses. This will enable you to immediately practice what you've learned in the training section and experience the value of our product for your particular use case, for example, in automating the Microsoft Dynamics 365 consulting process. There's a 30-day free trial option to test the product from every angle and choose a subscription that delivers the most benefit to your company.

Certification: Document Workflow Automation for MS Dynamics 365 Admins

The certification "Document Workflow Automation for MS Dynamics 365 Admins" is designed to empower MS Dynamics 365 administrators with the necessary skills to improve their document-based processes through automation. Course participants will discover the significance of document workflow automation in business operations, its advantages for MS Dynamics 365 administrators, and the methods for its successful implementation within their organizations.

What you will learn:

  • The essence of document workflow automation: Understand the concept and principles of document workflow automation, its role in business effectiveness, and its benefits compared to manually run processes.
  • Automation benefits for MS Dynamics 365 admins: Scrutinize the specifics of MS Dynamics 365 admin’s tasks, the challenges in their document-related processes, and which of their routines should be put on autopilot.
  • No-code automation for MS Dynamics 365 administrators: Learn about WorkFlow's features and how to set up an automated workflow for typical document-based tasks in MS Dynamics 365.

Certification modules include:

  1. Introduction to document workflow automation
    • Understand document workflow automation's concept, fundamental principles, and its role in improving business efficiency.

  2. Workflow automation specifics for MS Dynamics 365
    • Explore the issues of regular document-based tasks in MS Dynamics 365 and how the platform's admins can transform them through automation.

  3. Examples of typical ERP process automation
    • Discover the illustrations of how MS Dynamics 365 admins can streamline partnership agreements, invoice processing, and contract negotiation processes via automation.

  4. WorkFlow functionality for MS Dynamics 365 admins
    • Learn how to create a fully automated document process and set up its no-code integration with MS Dynamics modules.

Who should enroll:

This certification program is for MS Dynamics 365 administrators looking to streamline their document workflows and increase efficiency. It is a perfect opportunity for ERP admins seeking to automate complex tasks and improve productivity within their organization.


By the end of the program, participants will obtain skills in implementing document workflow automation and improving the efficiency of their MS Dynamics 365 processes.