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Self-paced
Boost your efficiency with the airSlate free course for automating document handling in Dynamics 365
5710 students
30 minutes
Explore the progressive approach to repetitive task completion with our airSlate free course for automating document handling in Dynamics 365. Learn tips on how to easily automate complex workflows and boost your productivity.
About this course
Everyday work is usually loaded with never-ending routine tasks. We created this free course to show the necessity of implementing document workflow automation in day-to-day operations and CRM procedures. It will help you and your colleagues learn the workflow automation tips for document handling in Dynamics 365. You will also discover how to deal 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 course, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most typical MS Dynamics 365 workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate confirming your newly acquired skills for automating document handling in Dynamics 365.
After completing the course, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most typical MS Dynamics 365 workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate confirming your newly acquired skills for automating document handling in Dynamics 365.
What’s included:
- Units describing how airSlate boosts processes for Dynamics 365 users
- A fast quiz and practical exercises to consolidate your knowledge
- A badge proving your successful free course completion
What will you learn?
- The general concept of document workflow automation and its advantages for organizations
- How airSlate helps MS Dynamics users overcome their day-to-day process difficulties
- How platform users can easily create automatically-running workflows for document handling in Dynamics 365
- How to set up the correct Bots and verify 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 enhance their document workflows
- Anyone looking for ways to develop new skills and extend their job opportunities
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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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Sure, theory goes along with practice in our courses. There’s a detailed guide on automating document handling in Dynamics 365, with visualization at every stage to provide you with a better understanding. At the end of the program, you will also have a task for you to complete in your airSlate account for knowledge consolidation.course
airSlate Academy provides many different training dedicated to all aspects of workflow automation. If you are absolutely new to this subject, we advise you to begin with the Fundamentals and become familiar with Bots before you start your free course for automating document handling in Dynamics 365. You may also find units on Process Analytics and integrations with other software solutions helpful for your organization.course
Our programs are open for you even after completion without time limits. You can pause your free 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
Since airSlate is a no-code solution, it doesn’t require you to possess specific technical expertise to start working with it. Our free course for automating document handling in Dynamics 365 only assumes that you have an understanding of your CRM operations. We will show you 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
We aim to help organizations stay competitive and maximize the effect of using our product. That’s why all our Academy training courses, including the one dedicated to automating document handling in Dynamics 365, are totally free. You do not pay for your course completion certificate.course
Businesses use the MS Dynamics suite of tools to improve their day-to-day work with customers. However, using this software alone is not enough for establishing smooth and efficient document processes. Our free course is a great chance for you to explore airSlate’s document workflow automation capabilities for document handling in Dynamics 365 and find out how to rapidly establish connections between the two platforms. It’s practice-oriented, fast, simple, and cost-free, helping professionals minimize routine and enhance their work.course