Anticipate customer needs and make every interaction count

Organizations need to close deals faster, deliver better customer experiences and bridge gaps between sales, marketing and delivery. Microsoft Dynamics 365 CRM allows your business to take on these efforts in unison — helping you grow with efficiency and continually deepen customer loyalty and trust.

Microsoft’s integrated product suite makes it easy for teams to collaborate, automate workflows and track performance. As an official Microsoft partner, Wipfli architects your tailored CRM environment to best serve users and customers.

Experience Microsoft CRM tools with Wipfli by your side

Our team is committed to modernizing your approach to customer acquisition with a full-service CRM system. Here is what you can expect from Dynamics 365 products with the support of Wipfli specialists:

With Dynamics 365, organizations can bring together all data from sales and marketing — and teams can track and measure activities in one place, from emails to meetings to marketing campaigns. Wipfli works with clients to create a single operating environment that enables smart and efficient collaboration between business functions.

Wipfli is eager to figure out ways to enhance the system and push the boundaries of what we can do with Microsoft Dynamics.

Erin Fiegel, PLA, ASLA

Marketing Director at Executive Construction

Our CRM implementation was an important project for our company. It has impacted our customer service and marketing efforts very positively.

Michele Bedard

VP of Marketing at Sub-Zero

Recognition and certification

Wipfli’s digital specialists go beyond implementing commercial software. We are committed to fostering active relationships within our technology ecosystem, investing in joint innovation and continually earning certifications that help expand what's possible for clients.
Wipfli is proud to have a track record of experience that includes the following:

12-time winner of Microsoft Dynamics Inner Circle Award

750+ Microsoft Dynamics Customer Engagement/CRM projects

Designated Microsoft Analytics Specialists for Azure and Data & AI

Designated Microsoft Specialist for Small and Midsize Business Management

All six Microsoft Solutions Partner designations achieved: Data & AI, Business Applications, Digital & App Innovation, Modern Work, Infrastructure and Security