Self-paced

Business document automation for Dynamics 365 sales professional career growth with a comprehensive online course from airSlate Academy

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247 students
Find out how to eliminate routine and improve your sales performance. Gain skills in Business document automation for Dynamics 365 sales professionals with airSlate Academy’s free online course.
Business document automation for Dynamics 365 sales professional career growth with a comprehensive online course from airSlate Academy

About this course

This comprehensive online course explains the concept of Business document automation and is particularly customized for Dynamics 365 sales professional needs to transform their complex document-based tasks into enhanced operations. You will get the required knowledge on how to minimize routine work and ensure the improvement of your sales performance and revenue optimization through no-code automation.

By completing our training course, you will be equipped with practical insights on how to create automated workflows, configure bots, and revolutionize the planning and execution of your sales operations. Furthermore, you will obtain a digital certificate as a proof of your recently honed skills - use it on your LinkedIn profile to enhance career opportunities.

What’s included:

  • Modules explaining the necessity of document workflow automation for Dynamics 365 sales professional
  • A quick quiz and practical tasks to help you consolidate your knowledge
  • An electronic certificate proving your successful completion of our online course for Dynamics 365 sales professional

What will you learn?

  • Business document automation inside and out along with its valuable effects on a company’s sales success
  • What issues a Dynamics 365 sales professional can overcome in their routine operations
  • How Dynamics 365 sales professional can start working with the platform and what features they need to utilize
  • An example of how to set up a typical sales-related workflow with no-code bots

Who is this course for?

  • Dynamics 365 sales professional and other professionals working with trade-related operations
  • Other company employees who want to promptly gain practical knowledge in workflow automation
  • Anyone interested in process optimization and searching for ways to excel in their career

What our students say

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Review from Capterra platform

The different courses are well defined, easily searchable, and the titles are useful. The content can get a bit long, and theoretical from time to time but mostly they try to keep it to bite-sized chunks with small quizzes to help you retain what you just read.

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Review from YouTube

I’ve taken 20 airSlate Academy courses. These courses helped me create a workflow and generate business. The biggest skill I’ve learned is how to integrate data from other platforms into my workflow.

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Review from G2 platform

airSlate Academy offers free courses in business process and workflow automation innovatively. The courses are well-researched and presented. Easily understood by a noncore IT audience.

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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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Workflow automation can drastically enhance the sales process by automating recurring tasks like data entry, creating and sending follow-up emails, and generating reports. This not only reclaims working hours but also reduces the risk of errors, enabling Dynamics 365 sales professional to concentrate more on customers and closing deals. The current airSlate Academy online course equips sales specialists with practical skills in automation, leading to enhanced efficiency and productivity. Improving these skills results in spending less time on administrative tasks and more time on strategic activities, such as prospecting and closing deals.

Every Dynamics 365 sales professional has to handle multiple document-based tasks during the day, which hold back agreement execution and revenue making. Workflow automation helps them simplify such processes as form generation and pre-filling, collaborate on sales proposals, sign contracts, and obtain payments right on time. In addition, it simplifies customer data collection and allows professionals to autosave it to a chosen database with the highest accuracy. The current airSlate Academy online course reveals the most effective practices for putting this routine on autopilot.

airSlate Academy is committed to providing accessible learning for everyone. Therefore, all our courses, including those for Dynamics 365 sales professional, are available free of charge. We believe in empowering people with the expertise and skills they need to excel in their careers without financial constraints. Enroll in our online course to get practical insights on document workflow automation.

Every Dynamics 365 sales professional has multiple responsibilities. They are responsible for building and maintaining relationships with the company’s clients. They identify customer needs, offer suitable products or services to satisfy those requirements, negotiate, and execute agreements. These operations are document-heavy and time-consuming, so workflow automation is crucial to accelerate sales and help companies get better results in a shorter time.

While standard sales training programs concentrate on effective communication and negotiation strategies, airSlate Academy provides the online course devoted to Business document automation for Dynamics 365 sales professional day-to-day activity. After its completion, you will learn about our platform’s automation tools and how to use them to transform regular workflows and improve sales effectiveness. There’s also a step-by-step guidance for a common workflow setup, examples of successful automation implementation, and tasks for exercising newly obtained skills.

Of course, airSlate Academy guarantees every student gets proof of the new skills obtained on the platform. You will get an electronic certificate in your email upon completing the online course on Business document automation for Dynamics 365 sales professional. Share it on your LinkedIn profile to improve your professional credibility and stand out amongst other specialists in your industry.