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Self-paced
Boost your efficiency with the airSlate certification course for automating Dynamics 365 sales workflow
3400 students
30 minutes
Explore the progressive approach to repetitive task completion with our airSlate certification course for automating Dynamics 365 sales workflow. Learn tips on how to easily automate complex workflows and boost your productivity.
About this course
Everyday work is often loaded with never-ending routine activities. We developed this certification course to demonstrate the significance of implementing document workflow automation in repetitive operations and CRM procedures. It will help you and your colleagues learn the workflow automation tips for Dynamics 365 sales workflow. You will also discover how to work with a complex platform and simplify your work by making every document-related process run smoothly and accurately with minimal human interaction.
After finishing the program, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most typical MS Dynamics 365 workflows, and drive your efficiency several degrees higher. You will also receive a digital certificate confirming your newly acquired expertise for automating Dynamics 365 sales workflow.
After finishing the program, you will understand the principles of airSlate functionality, learn how to configure its integration with your CRM, automate the most typical MS Dynamics 365 workflows, and drive your efficiency several degrees higher. You will also receive a digital certificate confirming your newly acquired expertise for automating Dynamics 365 sales workflow.
What’s included:
- Units describing how airSlate improves processes for Dynamics 365 users
- A fast quiz and practical exercises to consolidate your knowledge
- A badge demonstrating your successful certification course completion
What will you learn?
- The overall idea of document workflow automation and its perks for organizations
- How airSlate helps MS Dynamics users address their day-to-day process difficulties
- How platform users can easily create automatically-running workflows for Dynamics 365 sales workflow
- How to configure the appropriate Bots and verify if your processes are running as you intended
Who is this course for?
- MS Dynamics 365 admins and other professionals dealing with the platform
- Staff members aiming to enhance their document workflows
- Anyone looking 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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Organizations use the MS Dynamics suite of tools to enhance their everyday work with customers. However, using this software alone is insufficient for creating smooth and effective document processes. Our certification course is a perfect chance for you to discover airSlate’s document workflow automation capabilities for Dynamics 365 sales workflow and find out how to rapidly establish connections between the two platforms. It’s practice-oriented, quick, simple, and cost-free, helping professionals minimize routine and enhance their work.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 become acquainted with Bots before you start your certification course for automating Dynamics 365 sales workflow. You may also find units on Process Analytics and integrations with other software solutions beneficial for your business.course
We aim to help organizations remain competitive and increase the effect of using our product. That’s why all our Academy study courses, including the one dedicated to automating Dynamics 365 sales workflow, are cost-free. You do not pay for your course completion certificate.course
Since airSlate is a no-code solution, it doesn’t require you to have particular technical skills to start working with it. Our certification course for automating Dynamics 365 sales workflow only assumes that you have an understanding of your CRM operations. We will teach you the remaining skills with regard to document workflow automation. We will also show you a real use case example of how to automate a standard process without the need to invest a substantial amount of time and resources.course
Our programs remain available for you even upon completion without time limits. You can pause your certification course MS Dynamics 365 process automation and return to it later or take it once again if needed. Access it at any moment if you need to refresh your knowledge.course
Sure, theory goes along with practice in our programs. There’s a comprehensive guideline on automating Dynamics 365 sales workflow, with visualization at every step to provide you with a better understanding. At the end of the program, you will also have an assignment for you to complete in your airSlate account for knowledge consolidation.course