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Self-paced
Learn workflow management for Dynamics 365 deal manager with free course for greater efficiency
4930 students
30 minutes
Learn everything you need to know about Workflow management for Dynamics 365 deal manager with free 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 often loaded with endless routine tasks. We created this free course to demonstrate the importance of implementing document workflow automation in repetitive operations and CRM procedures. It will help Dynamics 365 deal manager and other specialists working with a complex platform streamline their work by making every document-related process run smoothly and correctly with minimal human interaction.
After completing the program, you will understand 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 efficiency several degrees higher. You will also obtain a digital certificate verifying your newly acquired automation skills.
After completing the program, you will understand 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 efficiency several degrees higher. You will also obtain a digital certificate verifying your newly acquired automation skills.
What’s included:
- Units describing how airSlate helps with Workflow management for Dynamics 365 deal manager
- A quick quiz and practical exercises to consolidate your knowledge
- A badge demonstrating your successful free 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 daily process difficulties
- How Dynamics 365 deal manager can easily create automatically-running workflows
- How to set up the appropriate Bots and check if your processes are working as you intended
Who is this course for?
- Dynamics 365 deal manager and other specialists utilizing the platform
- Employees aiming to streamline 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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Our programs are available for you even after completion without time restrictions. You can pause your free course for Dynamics 365 deal manager and return to it later or take it once again if necessary. Access it at any time if you need to refresh your knowledge.course
Yes, 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 an assignment for you to accomplish in your airSlate account for knowledge consolidation.course
Because airSlate is a no-code solution, it doesn’t require you to have specific technical skills to start working with it. Our free course only requires that you have an understanding of your CRM operations. We will teach you about Workflow management skills for Dynamics 365 deal manager and will train you with all the necessary skills. We will also demonstrate a real use case example of how to automate a standard process without the need to spend a substantial amount of time and resources.course
Businesses use the MS Dynamics suite of tools to improve their daily work with customers. However, using this software alone is insufficient for establishing smooth and efficient document processes. Our free course is a great chance to discover how airSlate’s Workflow management 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, fast, simple, and cost-free, helping professionals minimize routine and enhance their work.course
We aim to help businesses stay competitive and increase the effect of utilizing our product. That’s why all our Academy training courses, including the one for Dynamics 365 deal manager, are totally free. You do not pay for your course completion certificate.course
airSlate Academy provides many different 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 acquainted with Bots before you start your free 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