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Self-paced
Make efficiency breakthroughs with the airSlate Academy certification course for Dynamics 365 financial consultant
5710 students
30 minutes
Explore a progressive approach to repetitive task completion with our airSlate Academy certification course for Dynamics 365 financial consultant. Learn tips on how to easily automate complex workflows and boost your productivity.
About this course
Everyday work is often loaded with never-ending routine activities. We created this certification course to show the significance of implementing document workflow automation in repetitive operations and CRM procedures. It will help Dynamics 365 financial consultant and other specialists dealing with a complex platform simplify their work by making every document-related process run smoothly and precisely with minimal human interaction.
After finishing the program, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most frequent Dynamics 365 financial consultant workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your recently acquired automation expertise.
After finishing the program, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most frequent Dynamics 365 financial consultant workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your recently acquired automation expertise.
What’s included:
- Units describing how airSlate enhances processes for Dynamics 365 financial consultant
- A quick quiz and practical tasks to consolidate your knowledge
- A badge demonstrating your successful certification course completion
What will you learn?
- The overall idea of document workflow automation and its benefits for organizations
- How airSlate helps MS Dynamics users address their day-to-day process difficulties
- How Dynamics 365 financial consultant can rapidly 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?
- The general idea of document workflow automation and its benefits for organizations
- How airSlate helps MS Dynamics users address their day-to-day process challenges
- How platform users can quickly create automatically-running workflows for Office 365 documents
- How to set up the appropriate Bots and check if your processes are running as you planned
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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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Yes, theory goes along with practice in our programs. There’s a detailed guideline on a typical Dynamics 365 financial consultant 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
Because airSlate is a no-code solution, it doesn’t require you to have specific technical skills to start working with it. Our certification course for Dynamics 365 financial consultant only requires that you have an understanding of your CRM processes. We will show you the remaining skills regarding document workflow automation. We will also show you a real use case example of how to automate a standard process without having to invest a considerable amount of time and resources.course
Our programs are available for you even after completion without time restrictions. You can pause your certification course for Dynamics 365 financial consultant and restart it later or take it one more time if needed. Access it at any moment if you need to refresh your knowledge.course
Our goal is to help businesses stay competitive and maximize the effect of utilizing our product. That’s why all our Academy study courses, including the one for Dynamics 365 financial consultant, are totally free. You do not pay for your course completion certificate.course
Businesses use the MS Dynamics suite of tools to improve their daily work with customers. However, using this software alone is insufficient for establishing smooth and efficient document processes. Our certification course is a perfect opportunity for Dynamics 365 financial consultant 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
airSlate Academy offers a variety of training dedicated to all aspects of workflow automation. If you are absolutely new to this topic, we advise you to begin with the Fundamentals and become familiar with Bots before you start your certification course for Dynamics 365 financial consultant. You may also find units on Process Analytics and integrations with other software solutions valuable for your company.course