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Self-paced
Learn advanced Dynamics 365 deal manager skills and with airslate’s training course
5710 students
30 minutes
Explore the progressive approach to repetitive task completion. Learn advanced Dynamics 365 deal manager skills with airSlate’s training course and become a pro in document workflow automation.
About this course
Everyday work is frequently loaded with never-ending routine tasks. We developed this training course to demonstrate the importance of implementing document workflow automation in repetitive operations and CRM procedures. It will help Dynamics 365 deal manager and other specialists dealing with a complex platform simplify their work by making every document-related process run smoothly and precisely with minimal human interaction.
Upon completing the program, you will understand the principles of airSlate functionality and obtain advanced Dynamics 365 deal manager skills. You will discover ways to configure its integration with your CRM, automate the most typical CRM workflows, and drive your productivity several degrees higher. You will also get a digital certificate confirming your recently acquired automation expertise.
Upon completing the program, you will understand the principles of airSlate functionality and obtain advanced Dynamics 365 deal manager skills. You will discover ways to configure its integration with your CRM, automate the most typical CRM workflows, and drive your productivity several degrees higher. You will also get a digital certificate confirming your recently acquired automation expertise.
What’s included:
- Units explaining how airSlate enhances processes for Dynamics 365 deal manager
- A fast quiz and practical tasks to consolidate your knowledge
- A badge demonstrating your successful training course completion
What will you learn?
- The general concept of document workflow automation and its benefits for organizations
- How airSlate helps MS Dynamics users overcome their daily process difficulties
- How to get advanced Dynamics 365 deal manager skills and can quickly create automatically-running workflows
- How to configure the appropriate Bots and check if your processes are working as you intended
Who is this course for?
- Dynamics 365 deal manager and other specialists working with the platform
- Team members aiming to streamline their document workflows
- Anyone searching for ways to develop new 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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Companies use the MS Dynamics suite of tools to simplify their daily work with customers. However, using this software alone is insufficient for establishing smooth and efficient document processes. Our training course is a great opportunity for Dynamics 365 deal manager to discover airSlate’s document workflow automation capabilities incorporated with their CRM and find out how to quickly establish connections between the two platforms. It’s practice-oriented, fast, simple, and cost-free, helping professionals minimize routine and enhance their work.course
airSlate Academy provides various 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 get acquainted with Bots before you start your training course for Dynamics 365 deal manager. You may also find units on Process Analytics and integrations with other software solutions valuable for your business.course
Since airSlate is a no-code solution, it doesn’t require you to possess particular technical expertise to start utilizing it. Our training course only assumes that you have an understanding of your CRM processes. We will instruct you on the remaining advanced Dynamics 365 deal manager skills regarding document workflow automation. We will also show you a real use case example of how to automate a standard process without the need to spend a substantial amount of time and resources.course
Sure, theory goes along with practice in our programs. There’s a comprehensive guide on a typical Dynamics 365 deal manager process, with visualization at every stage to provide you with a better understanding. After the program, you will also find a task for you to complete in your airSlate account for knowledge consolidation.course
We aim to help businesses remain competitive and maximize the effect of utilizing our product. That’s why all our Academy study courses, including the one for Dynamics 365 deal manager, are totally free. You do not pay for your course completion certificate.course
Our programs remain available for you even after completion without time limits. You can pause your training course for Dynamics 365 deal manager and restart it later or take it one more time if needed. Access it at any moment if you need to refresh your knowledge.course