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Self-paced
Learn no-code data automation for Dynamics 365 deal manager with course for greater efficiency
6260 students
30 minutes
Learn everything you need to know about No-code data automation for Dynamics 365 deal manager with course from airSlate Academy and explore the progressive approach to repetitive task completion. Learn tips on how to easily automate complex workflows and boost your productivity.
About this course
Everyday work is usually loaded with continuous routine activities. We developed this course to show the importance of implementing document workflow automation in day-to-day operations and CRM procedures. It will help Dynamics 365 deal manager and other specialists working with a complex platform simplify their work by making every document-related process run smoothly and accurately with minimal human interaction.
After finishing the course, you will be aware of the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most frequent Dynamics 365 deal manager workflows, and drive your productivity several degrees higher. You will also receive a digital certificate verifying your newly acquired automation skills.
After finishing the course, you will be aware of the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most frequent Dynamics 365 deal manager workflows, and drive your productivity several degrees higher. You will also receive a digital certificate verifying your newly acquired automation skills.
What’s included:
- Units explaining how airSlate helps with No-code data automation for Dynamics 365 deal manager
- A quick quiz and practical tasks to consolidate your knowledge
- A badge demonstrating your successful course completion
What will you learn?
- The general idea of document workflow automation and its benefits for businesses
- How airSlate helps MS Dynamics users overcome their day-to-day process difficulties
- How Dynamics 365 deal manager can easily 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 professionals utilizing the tool
- Team members aiming to improve their document workflows
- Anyone looking 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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Businesses use the MS Dynamics suite of tools to enhance their day-to-day work with customers. However, using this software alone is not enough for establishing smooth and effective document processes. Our course is an excellent opportunity to explore how airSlate’s No-code data automation for Dynamics 365 deal manager works, find out about its capabilities incorporated with their CRM and how to quickly establish connections between the two platforms. It’s practice-oriented, quick, simple, and cost-free, helping professionals minimize routine and enhance their work.course
Yes, 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 step 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
Our programs are open for you even after completion without time limits. You can pause your course for Dynamics 365 deal manager and return to it later or take it once again if needed. Access it at any moment if you need to refresh your knowledge.course
airSlate Academy offers many different training dedicated to all aspects of workflow automation. If you are absolutely new to this topic, we advise you to start from the Fundamentals and get familiar with Bots before you start your course for Dynamics 365 deal manager. You may also find units on Process Analytics and integrations with other software solutions valuable for your organization.course
Since airSlate is a no-code solution, it doesn’t require you to have specific technical skills to start utilizing it. Our course only assumes that you have an understanding of your CRM processes. We will instruct you on about No-code data automation skills for Dynamics 365 deal manager and will train you with all the crucial skills. We will also show you a real use case example of how to automate a typical process without the need to invest a substantial amount of time and resources.course
We aim to help businesses stay competitive and maximize the effect of using our product. That’s why all our Academy study courses, including the one for Dynamics 365 deal manager, are cost-free. You do not pay for your course completion certificate.course