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Self-paced
Advance your skills management in Dynamics 365 and become an automation pro with airslate’s automation course
6105 students
30 minutes
Advance your skills management in Dynamics 365 and explore the progressive approach to repetitive task completion with airSlate’s automation course. Learn tips on how to easily automate complex workflows and boost your productivity.
About this course
Everyday work is frequently loaded with never-ending routine activities. Advance your skills management in Dynamics 365 to overcome these inefficiencies. We developed this automation course to demonstrate the importance of implementing document workflow automation in repetitive operations and CRM procedures. It will help you and other professionals working with the MS Dynamics 365 platform simplify daily work by making every document-related process run smoothly and accurately with minimal human interaction.
After finishing the course, you will understand the principles of airSlate functionality and obtain the necessary skills management in Dynamics 365. You will discover ways to set up its integration with your CRM, automate the most typical CRM workflows, and drive your productivity several degrees higher. You will also receive a digital certificate verifying your recently acquired automation expertise.
After finishing the course, you will understand the principles of airSlate functionality and obtain the necessary skills management in Dynamics 365. You will discover ways to set up its integration with your CRM, automate the most typical CRM workflows, and drive your productivity several degrees higher. You will also receive a digital certificate verifying your recently acquired automation expertise.
What’s included:
- Units describing how can airSlate help you enhance skills management in Dynamics 365
- A fast quiz and practical tasks to consolidate your knowledge
- A badge confirming your successful automation course completion
What will you learn?
- The overall concept of document workflow automation and its perks for businesses
- How airSlate helps MS Dynamics users address their day-to-day process challenges
- How to get essential skills management in Dynamics 365 and easily create automatically-running workflows
- How to configure the appropriate Bots and verify if your processes are working as you planned
Who is this course for?
- MS Dynamics admins and other specialists dealing with the tool
- Staff members aiming to optimize their document workflows
- Anyone looking for ways to develop new skills management in Dynamics 365 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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Companies use the MS Dynamics suite of tools to simplify their day-to-day work with customers. However, using this software alone is not enough for establishing smooth and effective document processes. Our automation course is a great chance for everyone to explore airSlate’s document workflow automation capabilities integrated with their CRM and learn how to rapidly establish connections between the two platforms. It’s practice-oriented, quick, simple, and cost-free, helping professionals minimize routine and enhance their work.course
We aim to help businesses remain competitive and increase the effect of utilizing our product. That’s why all our Academy training courses, including the one focusing on improving your skills management in Dynamics 365, are cost-free. You do not pay for your course completion certificate.course
Our programs remain available for you even upon completion without time restrictions. You can pause your automation course and get back to it later or take it once again if needed. Access it at any time if you need to refresh your knowledge.course
Yes, theory goes along with practice in our programs. There’s an in-depth guideline on how to obtain core skills management in Dynamics 365 and set up automatically running typical CRM processes, with visualization at every step to provide you with a better understanding. After the program, you will also have a task for you to complete in your airSlate account for knowledge consolidation.course
airSlate Academy offers a variety of training dedicated to all aspects of workflow automation. Advance your your skills management in Dynamics 365 and become an expert in document workflow automation with the airSlate’s automation course. If you are absolutely new to this subject, we advise you to start from the Fundamentals and get familiar with Bots before you start the presented training for MS Dynamics 365 users. You may also find units on Process Analytics and integrations with other software solutions valuable for your company.course
Since airSlate is a no-code solution, it doesn’t require you to have specific technical expertise to start working with it. Our automation course for Microsoft planner admin only assumes that you have an understanding of your CRM operations. We will teach you the remaining 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 the need to invest a considerable amount of time and resources.course