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Come Join Us at the 2017 D365UG/CRMUG Summit!Sep 12, 2017
The D365UG/CRMUG Summit is the can’t-miss conference for users of Microsoft Dynamics 365 and Microsoft Dynamics CRM. We look forward to seeing you there!
Dynamics 365 and Auto CaptureMar 18, 2017
With the release of Dynamics 365, Microsoft is introducing Auto Capture. This new functionality allows users to view untracked emails directly in CRM and are given the option to track emails in Dynamics 365.
Dynamics 365 and Relationship AssistantJan 07, 2017
With the release of Dynamics 365, Microsoft is introducing Relationship Assistant. This new functionality helps you focus on what’s important. With new interactive cards notifying you of important events, interactions, to-dos for the day, and upcoming events, this new tool will drive productivity and increase your workforce efficiency.
Microsoft Dynamics 365 and Resource Scheduling/Project Service AutomationNov 29, 2016
Microsoft previously mentioned developing features that would assist in bridging the gap between the two solutions of Field Service and Project Service Automation within Dynamics CRM. They began using the shared data model to tie together native CRM entities with the new entities in the Field Service (FS) and Project Service Automation (PSA) solutions.
Microsoft Dynamics 365 and Field ServiceNov 09, 2016
The next generation of the Field Service application through Dynamics 365 will support organizational growth goals by facilitating better demand generation via marketing automation, faster closing with salesforce automation, and a better customer experience following the sale with customer service, field service, and project service applications.
Dynamics 365 and Fall Updates AnnouncementOct 26, 2016
Microsoft has announced this fall they will be launching Dynamics 365. Read to learn what Dynamics 365 is, and how it will increase value for current Microsoft customers.
Turbo Form Rendering Engine IssuesSep 08, 2016
Wipfli Proudly Accepts a Spot in the 2016 Inner Circle for Microsoft Dynamics®Jul 18, 2016
To further show that Wipfli is dedicated to organizations’ success with technology solutions, we have been recognized as a top partner of Microsoft and added to another year of Microsoft’s Inner Circle for Microsoft Dynamics®.
Microsoft Dynamics® CRM Online – Use Service Accounts Without Consuming a CRM LicenseJul 02, 2016
Don’t consume a valuable CRM license for running background jobs and integrations. Through Microsoft Dynamics CRM Online, organizations can setup “service accounts” that work the same way as a CRM user.
Reduce Amount of Time and Number of Clicks with an Add Button for a Microsoft Dynamics® CRM 2016 ConnectionApr 07, 2016
Taking too long to add Connections? In this post, I will show you how to streamline the process and reduce the time it takes by adding a button to the Connections grid.
Spring is almost here, and so is the next Microsoft Dynamics® CRM 2016 Online Update 1Mar 12, 2016
Included in this blog you’ll find a link to the Microsoft Dynamics CRM Spring 2016 Wave Release Preview Guide, along with a quick video on what to expect in the next update for Dynamics CRM 2016 Online Update 1 and Microsoft Social Engagement 2016 Update.
Field Service Management with FieldOne and Microsoft Dynamics® CRM OnlineFeb 24, 2016
This blog highlights features of FieldOne for Field Service Management inside existing Dynamics CRM 2015 & 2016 Online environments.
Product Detail Sub Grid Sequence Number Fails to Update On-Premise CRM 2013 SP1 UR3 (126.96.36.199)Jan 19, 2016
Here is a solution on how to fix a products sub grid on the Quote or Order form that is out of sync with a CRM custom report.
What you need to know about the new Microsoft Dynamics® CRM 2016Jan 07, 2016
Microsoft has done it again. Microsoft Dynamics® CRM 2016 was recently released this month and continuously delivers more features to its users and administrators.
Wipfli QuickBooks Online Series - Palatine
In Person Event - 9/26/2017 8:00:00 AM
Close the Technology Skills Gap–Train the Smart Way
Live Webinar - 9/26/2017 1:00:00 PM
Hacking the Bank Webinar: New Developments in Cybersecurity Regulation, Examination and Incident Response for Banks
Live Webinar - 10/3/2017 1:00:00 PM