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Self-paced
Learn digital document workflow for Dynamics 365 specialist with free course for greater efficiency
6105 students
30 minutes
Learn everything you need to know about Digital document workflow for Dynamics 365 specialist with free 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 endless routine tasks. We developed this free course to demonstrate the significance of implementing document workflow automation in daily operations and CRM procedures. It will help Dynamics 365 specialist and other specialists 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 configure its integration with your CRM, automate the most frequent Dynamics 365 specialist workflows, and drive your productivity several degrees higher. You will also get a digital certificate verifying your newly acquired automation expertise.
After completing the program, you will be aware of the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most frequent Dynamics 365 specialist workflows, and drive your productivity several degrees higher. You will also get a digital certificate verifying your newly acquired automation expertise.
What’s included:
- Units explaining how airSlate helps with Digital document workflow for Dynamics 365 specialist
- A quick quiz and practical tasks to consolidate your knowledge
- A badge demonstrating your successful free course completion
What will you learn?
- The overall concept of document workflow automation and its advantages for organizations
- How airSlate helps MS Dynamics users overcome their daily process difficulties
- How Dynamics 365 specialist can quickly create automatically-running workflows
- How to set up the correct Bots and verify if your processes are running as you planned
Who is this course for?
- Dynamics 365 specialist and other professionals dealing with the tool
- 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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Our programs are available for you even upon completion without time limits. You can pause your free course for Dynamics 365 specialist and return to it later or take it one more time if necessary. Access it at any moment if you need to refresh your knowledge.course
We aim to help companies stay competitive and maximize the effect of using our product. That’s why all our Academy training courses, including the one for Dynamics 365 specialist, are free of charge. You do not pay for your course completion certificate.course
Since airSlate is a no-code solution, it doesn’t require you to possess particular technical skills to start working with it. Our free course only assumes that you have an understanding of your CRM processes. We will instruct you on about Digital document workflow skills for Dynamics 365 specialist and will train you with all the necessary skills. 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
Companies use the MS Dynamics suite of tools to simplify their day-to-day work with customers. However, using this software alone is not enough for creating smooth and effective document processes. Our free course is an excellent opportunity to explore how airSlate’s Digital document workflow for Dynamics 365 specialist works, find out about its capabilities integrated with their CRM and how to rapidly establish connections between the two platforms. It’s practice-oriented, quick, straightforward, and cost-free, helping professionals minimize routine and improve their work.course
airSlate Academy offers various training dedicated to all aspects of workflow automation. If you are absolutely new to this topic, we advise you to begin with the Fundamentals and become familiar with Bots before you start your free course for Dynamics 365 specialist. You may also find units on Process Analytics and integrations with other software solutions beneficial for your company.course
Sure, theory goes along with practice in our programs. There’s a comprehensive guideline on a typical Dynamics 365 specialist 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 accomplish in your airSlate account for knowledge consolidation.course