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Microsoft Dynamics 365: How to Get More From CRM in 2024

December 13, 2023 Register Today
Your company invested in Microsoft Dynamics 365 as a client relationship management (CRM) resource to help create efficiency and transparency across sales, marketing, and service. However, Dynamics users don’t always get the proper training or resources needed to get the most out of the system or become comfortable with most of the functionality. Whether you’re a seasoned CRM user or new to the system, uncover helpful insights to empower your CRM journey.

Join FORVIS for a new, educational webinar series as Microsoft Dynamics 365 certified business analysts from our Business Technology Solutions share tips to help you navigate your Dynamics environment.

In this first “Dynamics User Group” webinar, we’ll provide updates on what’s new with Microsoft Dynamics 365 Customer Engagement, focus our spotlight training topic on using Views and Filters to access and share data in Dynamics, highlight an underutilized but useful “what’s possible” CRM tip, and present ways to help you overcome your CRM challenges.

Learning Objectives

Upon completion of this program, participants will be able to: 
  • Describe the Microsoft Dynamics 365 Customer Engagement release schedule for new functionality
  • Demonstrate how to create and share views in Microsoft Dynamics 365 Sales and use filters to access data efficiently
  • Define the difference between System Views and Personal Views

CPE Information

1.00 CPE Credit (pending approval)

One CPE credit (pending approval) in the Computer Software and Applications field of study may be awarded upon verification of participant attendance, during live broadcast.

Fields of Study

Who's this for

Sales, marketing, service, and IT professionals; and CRM users and those interested in Dynamics CRM applications.



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

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:


Chad Collett, Tom Gioielli