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Self-paced
Learn digital document workflow for Dynamics 365 deal manager with certification course for greater efficiency
5102 students
30 minutes
Learn everything you need to know about Digital document workflow for Dynamics 365 deal manager with certification course from airSlate Academy and explore the progressive approach to repetitive task completion. 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 certification course to demonstrate the importance of implementing document workflow automation in repetitive operations and CRM procedures. It will help Dynamics 365 deal manager and other professionals dealing with a complex platform simplify their work by making every document-related process run smoothly and correctly with minimal human interaction.
After completing the program, you will be aware of the principles of airSlate functionality, learn how to set up its integration with your CRM, automate the most frequent Dynamics 365 deal manager workflows, and drive your efficiency several degrees higher. You will also get a digital certificate verifying your recently acquired automation expertise.
After completing the program, you will be aware of the principles of airSlate functionality, learn how to set up its integration with your CRM, automate the most frequent Dynamics 365 deal manager workflows, and drive your efficiency several degrees higher. You will also get a digital certificate verifying your recently acquired automation expertise.
What’s included:
- Units describing how airSlate helps with Digital document workflow for Dynamics 365 deal manager
- A fast quiz and practical tasks to consolidate your knowledge
- A badge confirming your successful certification course completion
What will you learn?
- The overall concept of document workflow automation and its benefits for organizations
- How airSlate helps MS Dynamics users address their daily process difficulties
- How Dynamics 365 deal manager can quickly create automatically-running workflows
- How to configure the appropriate Bots and verify if your processes are working as you intended
Who is this course for?
- Dynamics 365 deal manager and other specialists working with the tool
- Staff members aiming to streamline their document workflows
- Anyone searching 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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Our programs remain available for you even after completion without time limits. You can pause your certification course for Dynamics 365 deal manager and restart it later or take it one more time if needed. Access it at any time if you need to refresh your knowledge.course
Businesses use the MS Dynamics suite of tools to simplify their everyday work with customers. However, using this software alone is insufficient for establishing smooth and efficient document processes. Our certification course is an excellent chance to explore how airSlate’s Digital document workflow for Dynamics 365 deal manager works, find out about its capabilities integrated with their CRM and how to quickly establish connections between the two platforms. It’s practice-oriented, fast, easy, and cost-free, helping professionals minimize routine and enhance their work.course
airSlate Academy offers a variety of 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 get familiar with Bots before you start your certification course for Dynamics 365 deal manager. You may also find units on Process Analytics and integrations with other software solutions beneficial for your business.course
Sure, theory goes along with practice in our courses. There’s a detailed guide on a typical Dynamics 365 deal manager process, with visualization at every step to provide you with a better understanding. After the program, you will also have 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 particular technical expertise to start utilizing it. Our certification course only assumes that you have an understanding of your CRM operations. We will show you about Digital document workflow skills for Dynamics 365 deal manager and will train you with all the essential skills. We will also show you a real use case example of how to automate a typical process without having to spend a considerable amount of time and resources.course
We aim to help companies stay competitive and increase the effect of using our product. That’s why all our Academy training courses, including the one for Dynamics 365 deal manager, are free of charge. You do not pay for your course completion certificate.course