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Self-paced
Boost your efficiency with the airSlate course for automating MS Dynamics CRM
5482 students
30 minutes
Explore the progressive approach to repetitive task completion with our airSlate course for automating MS Dynamics CRM. Learn tips on how to easily automate complex workflows and boost your productivity.
About this course
Everyday work is frequently loaded with endless routine activities. We created this course to show the importance of implementing document workflow automation in daily operations and CRM procedures. It will help you and your teammates learn the workflow automation tips for MS Dynamics CRM. You will also discover how to work with a complex platform and streamline your work by making every document-related process run smoothly and correctly with minimal human interaction.
After completing the program, you will understand the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most frequent MS Dynamics 365 workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your recently acquired expertise for automating MS Dynamics CRM.
After completing the program, you will understand the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most frequent MS Dynamics 365 workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your recently acquired expertise for automating MS Dynamics CRM.
What’s included:
- Units explaining how airSlate enhances processes for Dynamics 365 users
- A fast quiz and practical tasks to consolidate your knowledge
- A badge confirming your successful course completion
What will you learn?
- The general concept of document workflow automation and its benefits for businesses
- How airSlate helps MS Dynamics users address their daily process challenges
- How platform users can easily create automatically-running workflows for MS Dynamics CRM
- How to configure the correct Bots and check if your processes are running as you planned
Who is this course for?
- MS Dynamics 365 admins and other specialists utilizing the platform
- Team members aiming to streamline 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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Because airSlate is a no-code solution, it doesn’t require you to have particular technical skills to start utilizing it. Our course for automating MS Dynamics CRM only requires that you have an understanding of your CRM operations. We will teach 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 the need to invest a substantial amount of time and resources.course
Organizations use the MS Dynamics suite of tools to improve their everyday work with customers. However, applying this software alone is not enough for creating smooth and effective document processes. Our course is a great opportunity for you to explore airSlate’s document workflow automation capabilities for MS Dynamics CRM and learn how to quickly establish connections between the two platforms. It’s practice-oriented, fast, straightforward, and cost-free, helping professionals minimize routine and improve their work.course
Our programs remain open for you even after completion without time restrictions. You can pause your course MS Dynamics 365 process automation and get back to it later or take it one more time if required. Access it at any moment if you need to refresh your knowledge.course
airSlate Academy offers many different training dedicated to all aspects of workflow automation. If you are completely new to this topic, we advise you to start from the Fundamentals and become acquainted with Bots before you start your course for automating MS Dynamics CRM. You may also find units on Process Analytics and integrations with other software solutions valuable for your company.course
Yes, theory goes along with practice in our programs. There’s a detailed guide on automating MS Dynamics CRM, with visualization at every step to provide you with a better understanding. At the end of the program, you will also find an assignment for you to complete in your airSlate account for knowledge consolidation.course
We aim to help businesses stay competitive and maximize the effect of using our product. That’s why all our Academy training courses, including the one dedicated to automating MS Dynamics CRM, are totally free. You do not pay for your course completion certificate.course