Self-paced

Learn electronic document management for Dynamics 365 specialist with online course for greater efficiency

5
Star Rating
6329 students
30 minutes
Learn everything you need to know about Electronic document management for Dynamics 365 specialist with online 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.
Learn Electronic document management for Dynamics 365 specialist with online course for greater efficiency

About this course

Everyday work is usually loaded with endless routine tasks. We created this online course to show the significance of implementing document workflow automation in repetitive 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 accurately with minimal human interaction.
After finishing the course, you will understand the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most typical Dynamics 365 specialist workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate verifying your newly acquired automation skills.

What’s included:

  • Units explaining how airSlate helps with Electronic document management for Dynamics 365 specialist
  • A fast quiz and practical tasks to consolidate your knowledge
  • A badge demonstrating your successful online course completion

What will you learn?

  • The overall concept of document workflow automation and its advantages for companies
  • How airSlate helps MS Dynamics users overcome their day-to-day process challenges
  • How Dynamics 365 specialist can rapidly create automatically-running workflows
  • How to configure the correct Bots and verify if your processes are running as you planned

Who is this course for?

  • Dynamics 365 specialist and other specialists working with the platform
  • Team members aiming to optimize their document workflows
  • Anyone looking for ways to develop new skills and extend their career opportunities

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Because airSlate is a no-code solution, it doesn’t require you to have specific technical skills to start utilizing it. Our online course only requires that you have an understanding of your CRM operations. We will teach you about Electronic document management 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 typical process without having to spend a considerable amount of time and resources.course

Yes, theory goes along with practice in our programs. There’s an in-depth guide on a typical Dynamics 365 specialist process, with visualization at every step to provide you with a better understanding. At the end of the program, you will also have a task for you to accomplish in your airSlate account for knowledge consolidation.course

We aim to help organizations remain 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 cost-free. You do not pay for your course completion certificate.course

Businesses use the MS Dynamics suite of tools to improve their everyday work with customers. However, applying this software alone is not enough for establishing smooth and efficient document processes. Our online course is a perfect opportunity to discover how airSlate’s Electronic document management 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, simple, and cost-free, helping professionals minimize routine and enhance their work.course

Our programs are available for you even upon completion without time restrictions. You can pause your online course for Dynamics 365 specialist and restart it later or take it one more time if required. Access it at any time if you need to refresh your knowledge.course

airSlate Academy provides a variety of 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 familiar with Bots before you start your online course for Dynamics 365 specialist. You may also find units on Process Analytics and integrations with other software solutions valuable for your organization.course