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Self-paced
Learn must-have Dynamics 365 account manager skills and with airslate’s automation course
5710 students
30 minutes
Explore the progressive approach to repetitive task completion. Learn must-have Dynamics 365 account manager skills with airSlate’s automation course and become a pro in document workflow automation.
About this course
Everyday work is frequently loaded with never-ending routine tasks. We created this automation course to show the importance of implementing document workflow automation in daily operations and CRM procedures. It will help Dynamics 365 account manager and other professionals dealing with a complex platform streamline their work by making every document-related process run smoothly and accurately with minimal human interaction.
Upon completing the course, you will understand the principles of airSlate functionality and obtain must-have Dynamics 365 account manager skills. You will discover ways to set up 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 course, you will understand the principles of airSlate functionality and obtain must-have Dynamics 365 account manager skills. You will discover ways to set up 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 describing how airSlate enhances processes for Dynamics 365 account manager
- A quick quiz and practical exercises to consolidate your knowledge
- A badge confirming your successful automation course completion
What will you learn?
- The general concept of document workflow automation and its advantages for companies
- How airSlate helps MS Dynamics users address their daily process difficulties
- How to get must-have Dynamics 365 account 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 intended
Who is this course for?
- Dynamics 365 account manager and other professionals utilizing the platform
- Employees aiming to optimize their document workflows
- Anyone looking for ways to develop new skills and extend their job 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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Organizations use the MS Dynamics suite of tools to simplify their day-to-day work with customers. However, using this software alone is not enough for establishing smooth and efficient document processes. Our automation course is a great opportunity for Dynamics 365 account manager to discover 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, fast, straightforward, and cost-free, helping professionals reduce routine and enhance their work.course
Our goal is to help businesses remain competitive and maximize the effect of utilizing our product. That’s why all our Academy training courses, including the one for Dynamics 365 account manager, are free of charge. You do not pay for your course completion certificate.course
Yes, theory goes along with practice in our programs. There’s a comprehensive guide on a typical Dynamics 365 account manager process, with visualization at every stage to provide you with a better understanding. At the end of the program, you will also find an assignment for you to complete in your airSlate account for knowledge consolidation.course
airSlate Academy offers 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 familiar with Bots before you start your automation course for Dynamics 365 account manager. You may also find units on Process Analytics and integrations with other software solutions helpful for your organization.course
Since airSlate is a no-code solution, it doesn’t require you to possess particular technical expertise to start utilizing it. Our automation course only requires that you have an understanding of your CRM processes. We will show you the remaining must-have Dynamics 365 account manager skills regarding document workflow automation. We will also show you a real use case example of how to automate a typical process without having to spend a substantial amount of time and resources.course
Our programs remain available for you even upon completion without time restrictions. You can pause your automation course for Dynamics 365 account manager and restart it later or take it once again if necessary. Access it at any moment if you need to refresh your knowledge.course