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Self-paced
Learn no-code data automation for Dynamics 365 deal manager with training for greater efficiency
5387 students
30 minutes
Learn everything you need to know about No-code data automation for Dynamics 365 deal manager with training 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 tasks. We created this training to demonstrate the importance of implementing document workflow automation in daily 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.
After finishing the course, you will be aware of the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most frequent Dynamics 365 deal manager workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your newly acquired automation skills.
After finishing the course, you will be aware of the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most frequent Dynamics 365 deal manager workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your newly acquired automation skills.
What’s included:
- Units describing how airSlate helps with No-code data automation for Dynamics 365 deal manager
- A fast quiz and practical exercises to consolidate your knowledge
- A badge confirming your successful training completion
What will you learn?
- The general idea of document workflow automation and its benefits for businesses
- How airSlate helps MS Dynamics users address their day-to-day process difficulties
- How Dynamics 365 deal manager can quickly create automatically-running workflows
- How to set up the appropriate Bots and verify if your processes are running as you intended
Who is this course for?
- Dynamics 365 deal manager and other specialists working with the tool
- Team members aiming to enhance their document workflows
- Anyone searching for ways to obtain 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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Because airSlate is a no-code solution, it doesn’t require you to have specific technical expertise to start utilizing it. Our training only assumes that you have an understanding of your CRM processes. We will show you about No-code data automation skills for Dynamics 365 deal manager and will train you with all the crucial skills. We will also demonstrate a real use case example of how to automate a typical process without having to invest a considerable amount of time and resources.course
Sure, theory goes along with practice in our programs. There’s an in-depth guide on a typical Dynamics 365 deal manager process, with visualization at every step to provide you with a better understanding. After the program, you will also have a task for you to accomplish in your airSlate account for knowledge consolidation.course
Our goal is to help organizations stay competitive and increase the effect of using 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
airSlate Academy provides a variety of 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 get acquainted with Bots before you start your training for Dynamics 365 deal manager. You may also find units on Process Analytics and integrations with other software solutions valuable for your organization.course
Companies use the MS Dynamics suite of tools to enhance their everyday work with customers. However, applying this software alone is not enough for creating smooth and effective document processes. Our training is a great opportunity to explore how airSlate’s No-code data automation for Dynamics 365 deal manager works, find out about its capabilities integrated with their CRM and how to rapidly establish connections between the two platforms. It’s practice-oriented, fast, straightforward, and cost-free, helping professionals reduce routine and improve their work.course
Our programs are open for you even upon completion without time restrictions. You can pause your training for Dynamics 365 deal manager and return to it later or take it one more time if necessary. Access it at any time if you need to refresh your knowledge.course