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Improve Insights & Productivity with Dynamics 365 for Sales

February 23 @ 11:00 am - 12:00 pm EST

Free Forvis CPE

Participants of the free live webinar will be eligible for 1 CPE credit.


Microsoft Dynamics 365 for Sales can help you create a streamlined sales process to meet your business needs. Dynamics 365 can help your sales team increase sales through the power of artificial intelligence, grow your organization’s bottom line, and create a 360-degree view of your customers.

Join us for this insightful webinar where we’ll show you what’s possible with Dynamics 365 for Sales. We’ll cover several topics, including:

  • Sales productivity techniques from lead to opportunity
  • Sales insight and analytics, including how to incorporate Power BI data visualization
  • Microsoft stack integration for Outlook, Teams, SharePoint, and OneNote

Learning Objectives

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

  • Describe ways to streamline the sales process
  • Identify how to create sales dashboards to track trends
  • Discuss how Dynamics 365 CRM can integrate with other Microsoft tools

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

CPE NASBA LogoFORVIS, 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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