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Self-paced
Learn document workflow process for Microsoft Dynamics 365 admin with course for greater efficiency
6105 students
30 minutes
Learn everything you need to know about Document workflow process for Microsoft Dynamics 365 admin with 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 frequently loaded with continuous routine tasks. We created this course to demonstrate the significance of implementing document workflow automation in repetitive operations and CRM procedures. It will help Microsoft Dynamics 365 admin and other professionals dealing with a complex platform streamline their work by making every document-related process run smoothly and precisely with minimal human interaction.
Upon 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 frequent Microsoft Dynamics 365 admin workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your newly acquired automation expertise.
Upon 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 frequent Microsoft Dynamics 365 admin workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your newly acquired automation expertise.
What’s included:
- Units explaining how airSlate helps with Document workflow process for Microsoft Dynamics 365 admin
- A fast quiz and practical exercises to consolidate your knowledge
- A badge confirming your successful course completion
What will you learn?
- The general concept of document workflow automation and its advantages for businesses
- How airSlate helps MS Dynamics users overcome their day-to-day process challenges
- How Microsoft Dynamics 365 admin can quickly create automatically-running workflows
- How to set up the correct Bots and verify if your processes are running as you intended
Who is this course for?
- Microsoft Dynamics 365 admin and other specialists dealing with the platform
- Employees aiming to optimize their document workflows
- Anyone looking for ways to obtain new skills and extend their career 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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Yes, theory goes along with practice in our courses. There’s a comprehensive guide on a typical Microsoft Dynamics 365 admin process, with visualization at every stage to provide you with a better understanding. At the end of the program, you will also have an assignment for you to complete in your airSlate account for knowledge consolidation.course
Organizations use the MS Dynamics suite of tools to enhance their day-to-day work with customers. However, applying this software alone is not enough for setting up smooth and effective document processes. Our course is an excellent opportunity to discover how airSlate’s Document workflow process for Microsoft Dynamics 365 admin works, find out about its capabilities incorporated with their CRM and how to rapidly establish connections between the two platforms. It’s practice-oriented, quick, easy, and cost-free, helping professionals minimize routine and improve their work.course
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 Microsoft Dynamics 365 admin, are free of charge. You do not pay for your course completion certificate.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 start from the Fundamentals and get familiar with Bots before you start your course for Microsoft Dynamics 365 admin. You may also find units on Process Analytics and integrations with other software solutions valuable for your business.course
Our programs remain open for you even after completion without time restrictions. You can pause your course for Microsoft Dynamics 365 admin and get back to it later or take it once again if required. Access it at any time if you need to refresh your knowledge.course
Since airSlate is a no-code solution, it doesn’t require you to have particular technical expertise to start utilizing it. Our course only assumes that you have an understanding of your CRM procedures. We will instruct you on about Document workflow process skills for Microsoft Dynamics 365 admin and will train you with all the crucial skills. We will also show you 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