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Self-paced
Learn fundamental Dynamics 365 finance specialist skills and with airslate’s course
6329 students
30 minutes
Explore the progressive approach to repetitive task completion. Learn fundamental Dynamics 365 finance specialist skills with airSlate’s course and become a pro in document workflow automation.
About this course
Everyday work is usually loaded with endless routine tasks. We developed this course to demonstrate the significance of implementing document workflow automation in day-to-day operations and CRM procedures. It will help Dynamics 365 finance specialist and other professionals working with a complex platform simplify their work by making every document-related process run smoothly and correctly with minimal human interaction.
Upon finishing the program, you will understand the principles of airSlate functionality and obtain fundamental Dynamics 365 finance specialist skills. You will learn how to configure its integration with your CRM, automate the most frequent CRM workflows, and drive your efficiency several degrees higher. You will also receive a digital certificate confirming your newly acquired automation expertise.
Upon finishing the program, you will understand the principles of airSlate functionality and obtain fundamental Dynamics 365 finance specialist skills. You will learn how to configure its integration with your CRM, automate the most frequent CRM workflows, and drive your efficiency several degrees higher. You will also receive a digital certificate confirming your newly acquired automation expertise.
What’s included:
- Units describing how airSlate enhances processes for Dynamics 365 finance specialist
- A quick quiz and practical tasks to consolidate your knowledge
- A badge proving your successful course completion
What will you learn?
- The general concept of document workflow automation and its perks for businesses
- How airSlate helps MS Dynamics users address their day-to-day process difficulties
- How to get fundamental Dynamics 365 finance specialist skills and can quickly create automatically-running workflows
- How to set up the appropriate Bots and check if your processes are working as you planned
Who is this course for?
- Dynamics 365 finance specialist and other specialists dealing with the tool
- Team members aiming to enhance their document workflows
- Anyone searching for ways to develop 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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Our goal is to help organizations stay competitive and increase the effect of utilizing our product. That’s why all our Academy training courses, including the one for Dynamics 365 finance specialist, are totally free. You do not pay for your course completion certificate.course
airSlate Academy offers many different 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 become acquainted with Bots before you start your course for Dynamics 365 finance specialist. You may also find units on Process Analytics and integrations with other software solutions valuable for your business.course
Companies use the MS Dynamics suite of tools to improve their daily work with customers. However, applying this software alone is insufficient for setting up smooth and efficient document processes. Our course is a perfect opportunity for Dynamics 365 finance specialist to explore airSlate’s document workflow automation capabilities integrated 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 reduce routine and improve their work.course
Our programs are open for you even after completion without time limits. You can pause your course for Dynamics 365 finance specialist and get back to it later or take it once again if needed. Access it at any time if you need to refresh your knowledge.course
Because airSlate is a no-code solution, it doesn’t require you to have particular technical skills to start utilizing it. Our course only assumes that you have an understanding of your CRM procedures. We will instruct you on the remaining fundamental Dynamics 365 finance specialist skills with regard to document workflow automation. 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
Yes, theory goes along with practice in our programs. There’s an in-depth guideline on a typical Dynamics 365 finance 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