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Self-paced
Learn workflow optimization for Dynamics 365 account manager with training course for greater efficiency
6105 students
30 minutes
Learn everything you need to know about Workflow optimization for Dynamics 365 account manager with training 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 activities. We created this training course to demonstrate the importance of implementing document workflow automation in day-to-day operations and CRM procedures. It will help Dynamics 365 account manager and other specialists dealing with a complex platform streamline their work by making every document-related process run smoothly and correctly with minimal human interaction.
Upon completing the course, you will be aware of the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most typical Dynamics 365 account manager workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your recently acquired automation expertise.
Upon completing the course, you will be aware of the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most typical Dynamics 365 account manager workflows, and drive your efficiency several degrees higher. You will also get a digital certificate confirming your recently acquired automation expertise.
What’s included:
- Units explaining how airSlate helps with Workflow optimization for Dynamics 365 account manager
- A quick quiz and practical tasks to consolidate your knowledge
- A badge proving your successful training course completion
What will you learn?
- The overall idea of document workflow automation and its perks for businesses
- How airSlate helps MS Dynamics users overcome their day-to-day process difficulties
- How Dynamics 365 account manager can easily 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 account manager and other specialists dealing with the platform
- Staff members aiming to streamline their document workflows
- Anyone searching for ways to develop 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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Because airSlate is a no-code solution, it doesn’t require you to have particular technical expertise to start working with it. Our training course only requires that you have an understanding of your CRM processes. We will instruct you on about Workflow optimization skills for Dynamics 365 account 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 typical process without the need to spend a substantial amount of time and resources.course
airSlate Academy offers many different training dedicated to all aspects of workflow automation. If you are completely new to this topic, we advise you to begin with the Fundamentals and get familiar with Bots before you start your training course for Dynamics 365 account manager. You may also find units on Process Analytics and integrations with other software solutions valuable for your company.course
Our programs remain open for you even after completion without time limits. You can pause your training course for Dynamics 365 account manager and restart 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 courses. There’s an in-depth guide on a typical Dynamics 365 account manager process, with visualization at every step to provide you with a better understanding. At the end of the program, you will also have a task for you to complete in your airSlate account for knowledge consolidation.course
Companies use the MS Dynamics suite of tools to enhance their everyday work with customers. However, using this software alone is not enough for establishing smooth and effective document processes. Our training course is a perfect opportunity to explore how airSlate’s Workflow optimization for Dynamics 365 account 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 reduce routine and optimize their work.course
We aim to help organizations stay competitive and maximize the effect of utilizing our product. That’s why all our Academy training courses, including the one for Dynamics 365 account manager, are cost-free. You do not pay for your course completion certificate.course