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Self-paced
Learn fundamental Dynamics 365 deal manager skills and with airslate’s online course
4930 students
30 minutes
Explore the progressive approach to repetitive task completion. Learn fundamental Dynamics 365 deal manager skills with airSlate’s online course and become a pro in document workflow automation.
About this course
Everyday work is frequently loaded with never-ending routine activities. We created this online course to show the significance of implementing document workflow automation in day-to-day operations and CRM procedures. It will help Dynamics 365 deal manager and other specialists 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 program, you will understand the principles of airSlate functionality and obtain fundamental Dynamics 365 deal manager skills. You will learn how to set up its integration with your CRM, automate the most frequent CRM workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate verifying your newly acquired automation expertise.
Upon finishing the program, you will understand the principles of airSlate functionality and obtain fundamental Dynamics 365 deal manager skills. You will learn how to set up its integration with your CRM, automate the most frequent CRM workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate verifying your newly 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 proving your successful online course completion
What will you learn?
- The overall idea of document workflow automation and its perks for businesses
- How airSlate helps MS Dynamics users address their day-to-day process challenges
- How to get fundamental Dynamics 365 deal manager skills and can quickly create automatically-running workflows
- How to set up the appropriate Bots and check if your processes are running as you planned
Who is this course for?
- Dynamics 365 deal manager and other professionals utilizing the tool
- Staff members aiming to improve 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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Our programs remain available for you even after completion without time restrictions. You can pause your online course for Dynamics 365 deal manager and restart it later or take it once again if required. Access it at any moment if you need to refresh your knowledge.course
Businesses use the MS Dynamics suite of tools to simplify their day-to-day work with customers. However, applying this software alone is not enough for establishing smooth and efficient document processes. Our online course is a great chance for Dynamics 365 deal manager to discover airSlate’s document workflow automation capabilities integrated with their CRM and learn how to rapidly establish connections between the two platforms. It’s practice-oriented, quick, straightforward, and cost-free, helping professionals reduce routine and enhance their work.course
Because airSlate is a no-code solution, it doesn’t require you to possess particular technical expertise to start utilizing it. Our online course only assumes that you have an understanding of your CRM processes. We will instruct you on the remaining fundamental Dynamics 365 deal manager skills with regard to document workflow automation. We will also demonstrate a real use case example of how to automate a typical process without the need to spend a considerable amount of time and resources.course
airSlate Academy provides many different 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 online course for Dynamics 365 deal manager. You may also find units on Process Analytics and integrations with other software solutions helpful for your organization.course
Our goal is to help businesses stay 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 free of charge. You do not pay for your course completion certificate.course
Yes, theory goes along with practice in our courses. 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 an assignment for you to complete in your airSlate account for knowledge consolidation.course