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Self-paced
Improve your MS Dynamics CRM skills and become an automation pro with airslate’s automation course
5710 students
30 minutes
Improve your MS Dynamics CRM skills and explore the progressive approach to repetitive task completion with airSlate’s automation course. 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. Improve your MS Dynamics CRM skills to cope with these inefficiencies. We created this automation course to demonstrate the necessity of implementing document workflow automation in day-to-day operations and CRM procedures. It will help you and other specialists dealing with the MS Dynamics 365 platform streamline daily work by making every document-related process run smoothly and precisely with minimal human interaction.
Upon completing the course, you will be aware of the principles of airSlate functionality and obtain the fundamental MS Dynamics CRM skills. You will learn how to configure its integration with your CRM, automate the most typical CRM workflows, and drive your efficiency several degrees higher. You will also receive a digital certificate verifying your newly acquired automation skills.
Upon completing the course, you will be aware of the principles of airSlate functionality and obtain the fundamental MS Dynamics CRM skills. You will learn how to configure its integration with your CRM, automate the most typical CRM workflows, and drive your efficiency several degrees higher. You will also receive a digital certificate verifying your newly acquired automation skills.
What’s included:
- Units explaining how can airSlate help you improve MS Dynamics CRM skills
- A quick quiz and practical exercises to consolidate your knowledge
- A badge confirming your successful automation course completion
What will you learn?
- The overall idea of document workflow automation and its advantages for organizations
- How airSlate helps MS Dynamics users address their daily process challenges
- How to get core MS Dynamics CRM skills and easily create automatically-running workflows
- How to set up the correct Bots and verify if your processes are working as you intended
Who is this course for?
- MS Dynamics admins and other specialists working with the platform
- Employees aiming to enhance their document workflows
- Anyone searching for ways to obtain new MS Dynamics CRM skills and extend their job 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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airSlate Academy offers a variety of training dedicated to all aspects of workflow automation. Improve your your MS Dynamics CRM skills and become an expert in document workflow automation with the airSlate’s automation course. If you are completely new to this topic, we advise you to start from the Fundamentals and get familiar with Bots before you start the presented training for MS Dynamics 365 users. You may also find units on Process Analytics and integrations with other software solutions beneficial for your business.course
Since airSlate is a no-code solution, it doesn’t require you to possess specific technical expertise to start working with it. Our automation course for Dynamics service administrator only assumes that you have an understanding of your CRM operations. We will instruct you on the remaining skills regarding document workflow automation. We will also demonstrate a real use case example of how to automate a typical process without having to spend a substantial amount of time and resources.course
We aim to help companies remain competitive and increase the effect of utilizing our product. That’s why all our Academy study courses, including the one focusing on improving your MS Dynamics CRM skills, are free of charge. You do not pay for your course completion certificate.course
Our programs remain open for you even after completion without time limits. You can pause your automation course and return to it later or take it once again if necessary. Access it at any moment if you need to refresh your knowledge.course
Sure, theory goes along with practice in our programs. There’s a comprehensive guide on how to obtain necessary MS Dynamics CRM skills and set up automatically running typical CRM processes, with visualization at every step to provide you with a better understanding. At the end of the program, you will also find a task for you to complete in your airSlate account for knowledge consolidation.course
Businesses use the MS Dynamics suite of tools to enhance their daily work with customers. However, using this software alone is insufficient for establishing smooth and effective document processes. Our automation course is a great opportunity for everyone to discover airSlate’s document workflow automation capabilities incorporated with their CRM and find out how to rapidly establish connections between the two platforms. It’s practice-oriented, quick, straightforward, and cost-free, helping professionals minimize routine and optimize their work.course