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How to Empower Customers With Self-Service Portals

Free Forvis CPE

February 15 @ 1:00 pm 2:00 pm EST

Free 1 CPE credit

Join us for an in-depth exploration of customer self-service portals with a focus on industry-leading CRM platforms—Salesforce and Microsoft Dynamics 365. This informative webinar is designed for professionals seeking to leverage CRM platform capabilities to transform their customer experience strategy. We’ll dive into some common use cases and benefits that can elevate the way you interact with customers. Gain practical insights and hands-on knowledge to help empower your customers through enhanced self-service experiences.

By the end of this webinar, you’ll be equipped with the knowledge to understand how implementing a customer self-service portal could benefit your business and bolster the customer experience. Don’t miss this opportunity to see what’s possible with customer self-service portals!

Learning Objectives

Upon completion of this program, participants will be able to:

  • Discuss how to enhance the customer experience with Salesforce and Dynamics 365 self-service portals for your customers, business partners, or dealers.
  • Describe common use cases and the benefits to your business and overall customer experience.
  • Identify the differences between integrating customer and dealer self-service portals with Salesforce and Dynamics 365.

CPE Information

1.00 CPE Credit (pending approval)

1 CPE credit (pending approval) in the Information Technology field of study may be awarded upon verification of participant attendance, during live broadcast.Fields of Study

Who’s This For

CRM users, COOs, CMOs, CIOs, business managers, and customer service professionals.



Delivery Method

Group internet-based. Each attendee must be logged in and answer the poll questions in order to receive CPE credit.

Refund Policy

There is no fee associated with this event.

Program Level


Advanced Preparation



If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@forvis.com.

FORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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