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Self-paced
Boost your efficiency with the airSlate course for automating MS Dynamics document management
5710 students
30 minutes
Explore the progressive approach to repetitive task completion with our airSlate course for automating MS Dynamics document management. 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 tasks. We developed this course to demonstrate the necessity of implementing document workflow automation in repetitive operations and CRM procedures. It will help you and your colleagues learn the workflow automation tips for MS Dynamics document management. You will also discover how to deal with a complex platform and streamline your work by making every document-related process run smoothly and accurately with minimal human interaction.
After finishing the program, you will understand the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical MS Dynamics 365 workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your newly acquired expertise for automating MS Dynamics document management.
After finishing the program, you will understand the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical MS Dynamics 365 workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your newly acquired expertise for automating MS Dynamics document management.
What’s included:
- Units explaining how airSlate boosts processes for Dynamics 365 users
- A quick quiz and practical exercises to consolidate your knowledge
- A badge demonstrating your successful course completion
What will you learn?
- The general idea of document workflow automation and its benefits for organizations
- How airSlate helps MS Dynamics users overcome their day-to-day process challenges
- How platform users can quickly create automatically-running workflows for MS Dynamics document management
- How to configure the appropriate Bots and check if your processes are working as you intended
Who is this course for?
- MS Dynamics 365 admins and other professionals working with the platform
- Staff members aiming to improve their document workflows
- Anyone searching for ways to obtain new skills and extend their job 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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Yes, theory goes along with practice in our courses. There’s a comprehensive guide on automating MS Dynamics document management, 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
Our programs are open for you even upon completion without time restrictions. You can pause your course MS Dynamics 365 process automation and return to it later or take it once again if necessary. Access it at any moment if you need to refresh your knowledge.course
Since airSlate is a no-code solution, it doesn’t require you to possess specific technical skills to start working with it. Our course for automating MS Dynamics document management only assumes that you have an understanding of your CRM processes. We will instruct you on the remaining skills with regard to document workflow automation. We will also demonstrate a real use case example of how to automate a standard process without the need to spend a considerable amount of time and resources.course
airSlate Academy provides a variety of training dedicated to all aspects of workflow automation. If you are absolutely 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 document management. You may also find units on Process Analytics and integrations with other software solutions beneficial for your organization.course
Organizations use the MS Dynamics suite of tools to simplify their daily work with customers. However, applying this software alone is not enough for establishing smooth and effective document processes. Our course is a perfect opportunity for you to explore airSlate’s document workflow automation capabilities for MS Dynamics document management and find out how to rapidly establish connections between the two platforms. It’s practice-oriented, quick, simple, and cost-free, helping professionals minimize routine and optimize their work.course
We aim to help organizations stay competitive and increase the effect of utilizing our product. That’s why all our Academy study courses, including the one dedicated to automating MS Dynamics document management, are cost-free. You do not pay for your course completion certificate.course