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Getting Ahead With AI-Driven CRM Tools

March 20, 2024 Register Today
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Artificial intelligence (AI) is transforming sales and business development by providing smarter insights, predicting outcomes, and helping drive efficiency. This informative webinar will explore how leading CRM platforms Microsoft Dynamics 365 and Salesforce are incorporating AI throughout the customer life cycle.

Whether you’re looking to leverage AI with Microsoft Dynamics 365 Sales Copilot or Salesforce Einstein, this webinar will explore the AI-driven CRM tools modern teams need to help close more deals faster.

Learning Objectives

Upon completion of this program, participants will be able to: 
  • Describe how AI is enhancing major CRM platforms like Microsoft Dynamics 365 Sales and Salesforce with features like predictive lead scoring, intelligent recommendations, and automated data capture.
  • Discuss how AI can provide sales and business development teams with more accurate forecasts, suggested cross-sells and upsells, draft emails and social posts, and next-step recommendations for complex sales cycles.
  • Define how AI capabilities in Dynamics 365 Sales and Salesforce can save time on administrative tasks, provide smarter insights from client data, and support more personalized, relevant customer experiences.

CPE Information

1.00 CPE Credit (pending approval)

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

Fields of Study

Who's This For

Sales, business development, marketing, customer service, and IT professionals; CRM users and admins



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


Recommended Field of Study

Communications and Marketing

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:


Tom Gioielli, Caleb Zautner