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Self-paced
Learn digital document workflow for Dynamics 365 deal manager with certification program for greater efficiency
4930 students
30 minutes
Learn everything you need to know about Digital document workflow for Dynamics 365 deal manager with certification program 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 frequently loaded with continuous routine activities. We created this certification program to demonstrate the importance of implementing document workflow automation in day-to-day operations and CRM procedures. It will help Dynamics 365 deal manager and other specialists working with a complex platform simplify their work by making every document-related process run smoothly and precisely with minimal human interaction.
After finishing the course, you will be aware of the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical Dynamics 365 deal manager workflows, and drive your productivity several degrees higher. You will also receive a digital certificate confirming your newly acquired automation skills.
After finishing the course, you will be aware of the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical Dynamics 365 deal manager workflows, and drive your productivity several degrees higher. You will also receive a digital certificate confirming your newly acquired automation skills.
What’s included:
- Units explaining how airSlate helps with Digital document workflow for Dynamics 365 deal manager
- A quick quiz and practical tasks to consolidate your knowledge
- A badge demonstrating your successful certification program completion
What will you learn?
- The general idea of document workflow automation and its benefits for businesses
- How airSlate helps MS Dynamics users overcome 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
- Team members aiming to optimize 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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Since airSlate is a no-code solution, it doesn’t require you to have particular technical expertise to start working with it. Our certification program only requires that you have an understanding of your CRM procedures. We will teach you about Digital document workflow skills for Dynamics 365 deal manager and will train you with all the crucial skills. We will also demonstrate a real use case example of how to automate a typical process without the need to invest a considerable amount of time and resources.course
Sure, theory goes along with practice in our programs. 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 an assignment for you to accomplish in your airSlate account for knowledge consolidation.course
Our programs are open for you even upon completion without time restrictions. You can pause your certification program for Dynamics 365 deal manager and get back to it later or take it one more time if required. Access it at any time if you need to refresh your knowledge.course
Businesses use the MS Dynamics suite of tools to improve their daily work with customers. However, using this software alone is insufficient for setting up smooth and effective document processes. Our certification program is a great chance to discover how airSlate’s Digital document workflow for Dynamics 365 deal manager works, find out about its capabilities incorporated with their CRM and how to rapidly establish connections between the two platforms. It’s practice-oriented, fast, easy, and cost-free, helping professionals minimize routine and optimize their work.course
Our goal is to help businesses stay competitive and maximize the effect of using our product. That’s why all our Academy study courses, including the one for Dynamics 365 deal manager, are totally free. You do not pay for your course completion certificate.course
airSlate Academy provides various 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 certification program for Dynamics 365 deal manager. You may also find units on Process Analytics and integrations with other software solutions beneficial for your company.course