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Self-paced
Learn no-code document workflows for Dynamics 365 deal manager with automation course for greater efficiency
6329 students
30 minutes
Learn everything you need to know about No-code document workflows for Dynamics 365 deal 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 endless routine tasks. We created this automation course to show the significance of implementing document workflow automation in daily operations and CRM procedures. It will help Dynamics 365 deal manager and other professionals working with a complex platform simplify their work by making every document-related process run smoothly and precisely with minimal human interaction.
After completing the course, you will understand the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical Dynamics 365 deal manager workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your recently acquired automation skills.
After completing the course, you will understand the principles of airSlate functionality, discover ways to configure its integration with your CRM, automate the most typical Dynamics 365 deal manager workflows, and drive your efficiency several degrees higher. You will also obtain a digital certificate confirming your recently acquired automation skills.
What’s included:
- Units describing how airSlate helps with No-code document workflows for Dynamics 365 deal manager
- A fast quiz and practical exercises to consolidate your knowledge
- A badge confirming your successful automation course completion
What will you learn?
- The overall idea of document workflow automation and its advantages for organizations
- How airSlate helps MS Dynamics users address their day-to-day process challenges
- How Dynamics 365 deal manager can quickly create automatically-running workflows
- How to configure the appropriate Bots and check if your processes are running as you intended
Who is this course for?
- Dynamics 365 deal manager and other professionals working with the tool
- Staff members aiming to streamline 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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Yes, theory goes along with practice in our courses. There’s an in-depth guideline on a typical Dynamics 365 deal manager process, with visualization at every stage to provide you with a better understanding. After the program, you will also find a task for you to complete in your airSlate account for knowledge consolidation.course
Because airSlate is a no-code solution, it doesn’t require you to have particular technical skills to start working with it. Our automation course only assumes that you have an understanding of your CRM operations. We will instruct you on about No-code document workflows skills for Dynamics 365 deal manager and will train you with all the essential skills. We will also show you a real use case example of how to automate a standard process without the need to invest a substantial amount of time and resources.course
Companies use the MS Dynamics suite of tools to simplify their daily work with customers. However, using this software alone is insufficient for setting up smooth and effective document processes. Our automation course is a perfect chance to explore how airSlate’s No-code document workflows 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, quick, easy, and cost-free, helping professionals reduce routine and improve their work.course
Our programs are available for you even upon completion without time limits. You can pause your automation course for Dynamics 365 deal manager and get back to it later or take it one more time if required. Access it at any moment if you need to refresh your knowledge.course
We aim to help companies 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
airSlate Academy provides a variety of 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 become acquainted with Bots before you start your automation course for Dynamics 365 deal manager. You may also find units on Process Analytics and integrations with other software solutions beneficial for your business.course