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Document Workflow Automation for MS Dynamics 365 Admins
Looking for ways to enhance your team's productivity and efficiency? Discover proven strategies for streamlining complex MS Dynamics 365 procedures, reducing manual tasks, and delivering an exceptional customer experience.
About
This certification program takes you through the basics of document workflow automation tailored for MS Dynamics 365 admins. You’ll learn how to simplify repetitive MS Dynamics 365 procedures, save time, and focus on more important goals.
Upon completing this certification program, you will possess the ability to automate document-based tasks within MS Dynamics 365, leading to seamless and productive daily operations. Additionally, you'll earn a digital certificate that validates your newly acquired skills.
You will learn
The concept and importance of document workflow automation
How document workflow automation simplifies MS Dynamics 365 processes
How to apply document workflow automation in your MS Dynamics 365 processes
Curriculum
1. Introduction
2 lectures
10 minutes
1.1. Welcome
1.2. Learning objectives
2. Document Workflow Automation Overview
5 lectures
40 minutes
2.1. The concept of document workflow automation
2.2. Automation as a solution for document workflow issues
2.3. The benefits of document workflow automation
2.4. Summary
2.5. Knowledge check
3. Document Workflow Automation for MS Dynamics 365 Admins
5 lectures
50 minutes
3.1. MS Dynamics 365 admin’s document-based tasks and challenges
3.2. Transforming MS Dynamics 365 admin’s tasks with document workflow automation
3.3. MS Dynamics 365 admin’s workflows that need automation
3.4. Summary
3.5. Knowledge check
4. Getting Started with No-Code Automation for MS Dynamics 365 Admins
5 lectures
65 minutes
4.1. Key features to streamline MS Dynamics 365 admin’s document workflows
4.2. Automating a price quoting workflow
4.3. MS Dynamics 365 admin workflows in action: success stories
4.4. Summary
4.5. Knowledge check
5. Conclusion
4 lectures
15 minutes
5.1. Final knowledge check
5.2. Next steps
5.3. Assignment
5.4. Survey
How does industry-based learning work?
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Start your learning journey, study online at your own pace, and enjoy greater flexibility.
Develop new skills
Successfully complete a learning path, test your knowledge, and get a certificate.
Gain recognition
Share your certificate on LinkedIn to showcase the skill set you now command.
Looking for additional resources?
Browse catalogReach new productivity heights with document workflow automation for MS Dynamics 365
MS Dynamics 365 is one of the world’s most trusted and preferred CRM / ERP systems. It delivers a comprehensive suite of business applications that streamlines operations in sales, customer service, marketing, finance, and more. Needless to say, due to its level of product complexity, the role of a Dynamics 365 admin is always evolving. That’s why it’s crucial for every platform specialist to constantly improve their professional skills, allowing them to ensure the platform's seamless operation and their ability to get the most out of its functionality. Document workflow automation has never been more in demand than it is today.
How automation addresses the challenges of a Dynamics 365 admin
The need for document workflow automation solutions in the Dynamics 365 ecosystem has never been greater. Contract management, proposal generation, invoicing, and data management consume too many working hours and reduce efficiency when performed manually. Although this CRM / ERP is one of the most powerful on the market, it doesn’t have all the necessary features to overcome these challenges alone. airSlate offers a go-to solution by making these paperwork-heavy tasks within the Microsoft platform run on autopilot.
airSlate features all the necessary tools for automating document-based tasks. Its integration reduces routine work such as manual data entry while delivering greater accuracy in docs and database records. With bot-driven automated workflows, every MS Dynamics 365 specialist can effortlessly:
- Auto-generate documents and send them on a schedule
- Auto-fill documents within database records
- Update CRM records based on the completed forms
- Export forms to their system storage or other service of their choice
- Create workflows with conditional routing and track them in real-time
How to learn document workflow automation for MS Dynamics 365
No matter how intuitive airSlate is, getting acquainted with its functionality quickly is key to its successful implementation into your daily operations. This free training program reveals the secrets of no-code automation and its importance in Microsoft Dynamics 365 consulting and effective administration. Upon course completion, you’ll get a digital certificate confirming your new skills. Enroll in the airSlate Academy and start driving your productivity now!
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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MS Dynamics 365 is a complex business solution with modules in sales, supply chain, customer service, marketing, and finance. The platform’s admins are responsible for managing and maintaining every module and implementing effective integrations. Even though it is a powerful CRM/ERP system, it can’t ensure every process runs smoothly on its own. Document workflow automation tools integrated with this platform can help admins reduce repetitive and manual work issues, improve data quality and accuracy during transfers between systems, save time, and enhance productivity.
Apart from keeping on top of the latest technical trends and the platform’s updates, Dynamics 365 sales professionals and other specialists must catch up with the integrations that best streamline your work. airSlate Academy is your key to enhancing workflow automation skills, which you need to convert document-heavy and error-prone daily tasks into smoothly and accurately running workflows. Our courses help every MS Dynamics 365 specialist get the necessary knowledge they need to optimize their regular operations via airSlate’s capabilities.
Our training program describes the concept of workflow automation and illustrates how to apply its features to MS Dynamics 365 processes. You will learn how robotic tools resolve typical issues in repetitive tasks and what benefits they bring to a business. You will find out how to transform an admin’s work on the platform and get practical insights into streamlining processes such as contract negotiation or invoicing.
Yes, airSlate Academy is free for everyone interested in document workflow automation. And you can be sure there are no hidden charges for extra courses or certificates. This means you can keep exploring airSlate’s capabilities and its value to your business without restrictions.
There are no limits to the number of courses you can enroll in at a time. However, if you’re new to the airSlate platform, we recommend you start from the basics and get acquainted with its concepts. Take some training about our bots, industry use cases, and CRM essentials and integrations before you go in-depth with its solutions for MS Dynamics 365.
We strongly recommend you register with airSlate while taking its Academy courses. This will enable you to immediately practice what you've learned in the training section and experience the value of our product for your particular use case, for example, in automating the Microsoft Dynamics 365 consulting process. There's a 30-day free trial option to test the product from every angle and choose a subscription that delivers the most benefit to your company.