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Set your firm apart from the competition with the Microsoft cloud

Nov 17, 2021

Microsoft solutions are helping architecture, engineering and construction firms better manage projects and exceed customer expectations.

Learn how Dynamics 365 and the Microsoft Cloud can help you optimize your team’s performance, find and win more business and improve the delivery of your projects.

Listen to this webinar to learn how this technology can help you:

  • Improve efficiency in estimating, billing and project management to optimize your resources.
  • Make informed decisions with reliable data and performance dashboards.
  • Leverage the power and security of the Microsoft cloud to keep your team productive — wherever they need to work.

Looking to jump directly to a specific topic?

Dynamics 365 and Power BI (start time: 10:20)
Review of Wipfli's Power BI Construction Dashboard.

Dynamics 365 Sales (start time: 11:35)
Review of lead and opportunity pipeline, customer management, bids/quotes and forecasting, SharePoint, Outlook, LinkedIn integration, native D365 reporting.

Dynamics 365 Project Operations (start time: 15:20)
Project management (WBS, resource scheduling, forecasting dashboard and project visuals).

Dynamics 365 Field Service (start time: 17:00)
Work Orders products, services, tasks, resource scheduling and schedule board, field service mobile, technician time capture.

Dynamics 365 Business Central (start time: 22:08)
Role Center, jobs, job tasks for labor, materials, subcontractors, equipment, and other expenses; budgets, billing, job postings for actual and committed costs; dashboards and analytics using Power BI.


Barbara Bell, CPA, CMA
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Scott Lang, CPA
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