Wipfli Upcoming Events

Events to help grow your organization

Accelerate Your Performance with Dynamics 365

8/16/2017 12:00 PM - 1:00 PM (CT)

Join Wipfli experts in exploring how Dynamics 365 for sales can help your sales teams, management, and executives gain valuable insight into your organization’s relationships, sales, and performance. Topics to be covered include:

  • Leveraging the vast knowledge across your Dynamics 365 and Office 365 platforms to identify purchase patterns.
  • Adding valuable tools for your sales team that increase efficiency by using social networks, Relationship Insights, Relationship Assistant, and Auto Capture.
  • Providing the next generation of mobile platform capabilities to keep your teams connected, everywhere on every device.
  • Gaining customizable insight into performance using integrated Power BI visualizations.
  • Configuring sales workflows to help manage, direct, and automate activities to close deals faster


Andrew Potasek
Andrew J. Potasek
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Ryan Swiderski
Senior Manager
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