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Self-paced
Learn digital document workflow for Dynamics 365 service manager with automation course for greater efficiency
6105 students
30 minutes
Learn everything you need to know about Digital document workflow for Dynamics 365 service manager with automation 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 often loaded with endless routine tasks. We developed this automation course to demonstrate the necessity of implementing document workflow automation in day-to-day operations and CRM procedures. It will help Dynamics 365 service manager and other professionals working with a complex platform streamline their work by making every document-related process run smoothly and accurately with minimal human interaction.
After completing the course, you will be aware of the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most typical Dynamics 365 service manager workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate confirming your recently acquired automation skills.
After completing the course, you will be aware of the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most typical Dynamics 365 service manager workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate confirming your recently acquired automation skills.
What’s included:
- Units explaining how airSlate helps with Digital document workflow for Dynamics 365 service manager
- A fast quiz and practical exercises to consolidate your knowledge
- A badge confirming your successful automation course completion
What will you learn?
- The overall concept of document workflow automation and its perks for businesses
- How airSlate helps MS Dynamics users address their day-to-day process challenges
- How Dynamics 365 service manager can easily create automatically-running workflows
- How to configure the correct Bots and verify if your processes are working as you intended
Who is this course for?
- Dynamics 365 service manager and other specialists utilizing the platform
- Employees aiming to optimize 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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Our goal is to help organizations stay competitive and maximize the effect of using our product. That’s why all our Academy training courses, including the one for Dynamics 365 service manager, are free of charge. You do not pay for your course completion certificate.course
Yes, theory goes along with practice in our courses. There’s an in-depth guideline on a typical Dynamics 365 service manager process, with visualization at every stage to provide you with a better understanding. After the program, you will also have a task for you to complete in your airSlate account for knowledge consolidation.course
airSlate Academy provides various training dedicated to all aspects of workflow automation. If you are completely new to this subject, we advise you to begin with the Fundamentals and get acquainted with Bots before you start your automation course for Dynamics 365 service manager. You may also find units on Process Analytics and integrations with other software solutions valuable for your business.course
Businesses use the MS Dynamics suite of tools to enhance their day-to-day work with customers. However, using this software alone is insufficient for establishing smooth and efficient document processes. Our automation course is an excellent opportunity to discover how airSlate’s Digital document workflow for Dynamics 365 service manager works, find out about its capabilities incorporated with their CRM and how to quickly establish connections between the two platforms. It’s practice-oriented, quick, easy, and cost-free, helping professionals reduce routine and optimize their work.course
Because airSlate is a no-code solution, it doesn’t require you to have particular technical expertise to start utilizing it. Our automation course only assumes that you have an understanding of your CRM procedures. We will instruct you on about Digital document workflow skills for Dynamics 365 service manager and will train you with all the essential skills. We will also demonstrate a real use case example of how to automate a standard process without the need to invest a considerable amount of time and resources.course
Our programs remain open for you even after completion without time restrictions. You can pause your automation course for Dynamics 365 service manager and restart it later or take it one more time if necessary. Access it at any time if you need to refresh your knowledge.course