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Self-paced
Learn no-code document workflows for Dynamics 365 customer manager with automation course for greater efficiency
5387 students
30 minutes
Learn everything you need to know about No-code document workflows for Dynamics 365 customer manager with automation 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 tasks. We created this automation course to demonstrate the importance of implementing document workflow automation in daily operations and CRM procedures. It will help Dynamics 365 customer manager and other specialists dealing with a complex platform simplify their work by making every document-related process run smoothly and correctly with minimal human interaction.
Upon finishing the course, you will understand the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most typical Dynamics 365 customer manager workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate verifying your recently acquired automation skills.
Upon finishing the course, you will understand the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most typical Dynamics 365 customer manager workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate verifying your recently acquired automation skills.
What’s included:
- Units explaining how airSlate helps with No-code document workflows for Dynamics 365 customer manager
- A fast quiz and practical tasks to consolidate your knowledge
- A badge demonstrating your successful automation course completion
What will you learn?
- The overall idea of document workflow automation and its benefits for companies
- How airSlate helps MS Dynamics users address their day-to-day process challenges
- How Dynamics 365 customer manager can quickly create automatically-running workflows
- How to configure the appropriate Bots and verify if your processes are working as you intended
Who is this course for?
- Dynamics 365 customer manager and other professionals dealing with the platform
- Team members aiming to optimize their document workflows
- Anyone searching for ways to obtain 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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We aim to help organizations remain competitive and maximize the effect of using our product. That’s why all our Academy training courses, including the one for Dynamics 365 customer manager, are totally free. You do not pay for your course completion certificate.course
airSlate Academy provides various training dedicated to all aspects of workflow automation. If you are completely new to this subject, we advise you to start from the Fundamentals and get acquainted with Bots before you start your automation course for Dynamics 365 customer manager. You may also find units on Process Analytics and integrations with other software solutions valuable for your organization.course
Sure, theory goes along with practice in our courses. There’s a detailed guide on a typical Dynamics 365 customer manager process, with visualization at every stage to provide you with a better understanding. At the end of the program, you will also have an assignment for you to complete in your airSlate account for knowledge consolidation.course
Businesses use the MS Dynamics suite of tools to simplify their daily work with customers. However, using this software alone is not enough for setting up smooth and effective document processes. Our automation course is a great chance to explore how airSlate’s No-code document workflows for Dynamics 365 customer 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, easy, and cost-free, helping professionals reduce routine and optimize their work.course
Because airSlate is a no-code solution, it doesn’t require you to have specific technical expertise to start utilizing it. Our automation course only assumes that you have an understanding of your CRM operations. We will teach you about No-code document workflows skills for Dynamics 365 customer manager and will train you with all the essential skills. We will also demonstrate a real use case example of how to automate a typical process without the need 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 customer manager and return to it later or take it one more time if necessary. Access it at any moment if you need to refresh your knowledge.course