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Self-paced
Learn workflow optimization for Dynamics 365 finance specialist with certification for greater efficiency
6329 students
30 minutes
Learn everything you need to know about Workflow optimization for Dynamics 365 finance specialist with certification 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 developed this certification to show the significance of implementing document workflow automation in daily operations and CRM procedures. It will help Dynamics 365 finance specialist and other specialists working with a complex platform streamline their work by making every document-related process run smoothly and precisely with minimal human interaction.
Upon completing the program, you will be aware of the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most frequent Dynamics 365 finance specialist workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate confirming your recently acquired automation expertise.
Upon completing the program, you will be aware of the principles of airSlate functionality, discover ways to set up its integration with your CRM, automate the most frequent Dynamics 365 finance specialist workflows, and drive your productivity several degrees higher. You will also obtain a digital certificate confirming your recently acquired automation expertise.
What’s included:
- Units describing how airSlate helps with Workflow optimization for Dynamics 365 finance specialist
- A quick quiz and practical exercises to consolidate your knowledge
- A badge proving your successful certification completion
What will you learn?
- The general concept of document workflow automation and its benefits for companies
- How airSlate helps MS Dynamics users overcome their daily process challenges
- How Dynamics 365 finance specialist can rapidly create automatically-running workflows
- How to configure the appropriate Bots and check if your processes are running as you planned
Who is this course for?
- Dynamics 365 finance specialist and other specialists utilizing the platform
- Employees 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 certification only assumes that you have an understanding of your CRM operations. We will show you about Workflow optimization skills for Dynamics 365 finance specialist and will train you with all the necessary skills. We will also show you 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
Our programs remain available for you even after completion without time restrictions. You can pause your certification for Dynamics 365 finance specialist and restart it later or take it once again if needed. Access it at any time if you need to refresh your knowledge.course
Our goal is 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 finance specialist, are totally free. You do not pay for your course completion certificate.course
airSlate Academy offers a variety of 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 certification for Dynamics 365 finance specialist. You may also find units on Process Analytics and integrations with other software solutions beneficial for your organization.course
Sure, theory goes along with practice in our programs. There’s an in-depth guideline on a typical Dynamics 365 finance specialist process, with visualization at every step to provide you with a better understanding. At the end of the program, you will also find an assignment for you to complete in your airSlate account for knowledge consolidation.course
Organizations use the MS Dynamics suite of tools to improve their daily work with customers. However, applying this software alone is insufficient for creating smooth and efficient document processes. Our certification is a perfect opportunity to explore how airSlate’s Workflow optimization for Dynamics 365 finance specialist 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 minimize routine and optimize their work.course