Wipfli + Microsoft
Wipfli teams can help supercharge how you use Microsoft products by tailoring implementation, ongoing usage and support to meet specific needs.
Planning, implementation, change management, optimization — we’re here every step of the way.
Microsoft Power BI
Create a data-driven culture that achieves impactful results with Power BI, Microsoft's interactive data visualization software. Our team can turn your unrelated sources of data into a coherent, immersive dashboard that is accessible and updated in real time.
Microsoft Fabric
Bring all your data into the era of AI with Fabric, a fully integrated SaaS offering that combines your disparate data, processes and analytics into one seamless and easy-to-implement environment, all manageable by Microsoft’s Copilot generative AI service.
Microsoft Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central helps companies connect their financials, sales, service and operations to streamline business processes, improve customer interactions and make more informed strategic decisions.
Microsoft Dynamics 365 Customer Insights
Improve the quality and value of your data with Microsoft Dynamics 365 Customer Insights. This powerful, real-time customer data platform gives you the analytics and insights your team needs to make effective decisions, improve customer engagement and loyalty, and even automate processes.
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales delivers a digital platform to help you adapt and build long-term, profitable relationships. D365 Sales can help boost your lead-to-opportunity pipeline, improve collaboration among teams and automate processes and handoffs.
Microsoft Dynamics 365 Marketing
Enhance the effectiveness of your marketing campaigns and activities with Microsoft Dynamics 365 Marketing. This all-in-one system allows you to create personalized journeys across all touchpoints so you can capture valuable leads, strengthen relationships with current customers and build customer trust and loyalty.
Microsoft Dynamics 365 Project Service Automation
A module of Microsoft Dynamics 365, Project Service Automation integrates with Office 365 and other Microsoft cloud solutions. The module extends the power of Dynamics 365, providing an end-to-end project management solution that integrates internal administration and customer-facing collaboration, into one unified platform.
Microsoft Dynamics GP
More than just small businesses accounting software, Dynamics GP is an ERP solution for small business that makes it easy to start with only what’s needed now, and then adapt as needs change. Dynamics GP is flexible, configurable and designed to grow as the business grows.
Microsoft Azure
Microsoft Azure is more than traditional cloud storage — it provides a platform for future-ready, cloud-based applications so you can make the most out of your business applications and data. Our team can help you implement, optimize and maintain secure cloud operations.
Microsoft Office 365
Microsoft Office 365 provides modern workplace communication tools, from email and IM to social networking and video conferencing, to allow for seamless connections with customers and colleagues.
Microsoft Dynamics SL
Dynamics SL is accounting and project management software in one package. Geared toward professional services firms, government contractors, construction firms and nonprofits, it’s built to help you manage financial reporting, project and grant accounting, subcontractors and more. Wipfli can help you set up Dynamics SL in the way that best meets your organization’s unique needs.
Custom solutions
Wipfli specializes in solutions customized to meet unique needs of specific industries.
SAP Concur connectors for Microsoft
Wipfli’s ExpenseConnect and InvoiceConnect products provide a secure, seamless connection between SAP Concur and Microsoft solutions. Our connectors save you valuable time and eliminate the manual errors that come from downloading, manipulating and reuploading data between the two platforms. The connectors are available for Microsoft Dynamics GP, SL and AX, as well as Microsoft Dynamics 365 for Finance & Operations and Business Central.
Industry-specific solutions
Wipfli specializes in solutions customized to meet unique needs of specific industries.
Manufacturing
Wipfli serves more than 3,500 manufacturers and distributors of all sizes and types. By implementing Microsoft products and delivering proactive advice, we turn technology into action to help manufacturers with everything from supply chain management and AI to digitally empowering your workforce and unlocking innovation.
Construction and real estate
Wipfli serves nearly 7,500 construction, specialty contractor, and real estate owners, developers and property management organizations. From the quick to the complex, we help construction firms use Microsoft products to manage the entire lifecycle of a project, unify teams in the field, track supplies, leverage data and track interactions with clients and prospects.
Nonprofit, government and education
Our team uses Microsoft programs to help nonprofits in key operational areas like accounting, auditing services, training and regulatory requirements. Our team understands how to incorporate the needs of any organization into a unique plan of action. Wipfli has been honored by Microsoft with awards on social impact and nonprofit partner of the year for our work with nonprofits.
Awards and certifications
- 2024 Microsoft Partner of the Year for Nonprofit Industry (global) finalist
- 2023 Partner of the Year Finalist Inclusion Changemaker Award
- 2021 Microsoft Partner of the Year for Nonprofit Industry (global)
- 2021 Microsoft US Partner Award — Nonprofit
- 2019 Microsoft US Partner Award — Social Impact
- 12-time Microsoft Dynamics Inner Circle Award (top 1% of Bus Apps partners)
- 275+ Microsoft technology managed services projects (Microsoft Modern Work, Infrastructure, and Security)
- 750+ Microsoft Dynamics Customer Engagement/CRM projects
- 100+ Microsoft Dynamics Business Central projects
- Microsoft Solution Partner for Data & AI — Azure
- Microsoft Solution Partner for Business Applications
- Microsoft Solution Partner for Digital & App Innovation — Azure
- Microsoft Solution Partner for Modern Work
- Microsoft Solution Partner for Infrastructure — Azure
- Microsoft Solution Partner Specialization for Small & Midsized Business Management
