Microsoft + Wipfli

A relationship that transforms

Wipfli is a full-service technology and business consulting firm, and a leader in helping Microsoft's US SMB and SMC companies across all three Microsoft clouds.

We craft strategy roadmaps that lead to greater consumption, retention and expansion of the Microsoft platform and products.

Learn more about Wipfli's industry-specialized experience below:

Wipfli + nonprofits

We help nonprofits use Microsoft’s technology to streamline volunteer operations and improve efficiencies.

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Wipfli + nonprofits

Wipfli transformed the data behind Team Rubicon’s operations

Wipfli Awarded Partner for Social Impact

Wipfli Microsoft and Construction and Real Estate

Wipfli + construction and real estate

Whether a specialty contractor, or a national real estate developer, our highly skilled construction and real estate experts offer a wealth of experience in Microsoft programs.

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Wipfli + CRE

Wipfli Connect for Contractors

Our top 3 tech trends for construction and real estate

Wipfli, Microsoft and Manufacturing and Distribution

Wipfli + manufacturing and distribution

Wipfli’s team deploys Microsoft programs to help manufacturers and distributors make decisions across every aspect of their business.

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Wipfli + M&D

Microsoft Dynamics 365 combines CRM and ERP for discrete manufacturing

Read our Manufacturing Tomorrow blog

Want to put these solutions to work for your business? Get in touch with our team.

How Wipfli uses Microsoft

Microsoft Power BI

Power BI is a suite of business analytics tools designed to analyze data, uncover insights and improve decision making. Through custom visualizations, dashboards and reports, your organization can not only view the data that’s important to you but also make it actionable. Wipfli helps your organization create dashboards that are customized to the role that needs them, like your executive team.

Microsoft Dynamics 365

Microsoft Dynamics 365 is a cloud-based solution that offers different business applications to meet your unique needs. It covers your customer relationship management (CRM) and enterprise resource planning (ERP) tool needs. From designing, building and testing, to data migration, to change management, Wipfli can take you through your implementation from start to finish.

Microsoft Dynamics 365 Business Central

Business Central is an all-in-one business management solution. It connects finance, sales, service and operations together to better streamline your business processes, grow customer relationships and improve strategic decision making. The right setup is key for your organization, and Wipfli can be the partner you need for your implementation.

Microsoft Dynamics GP

Dynamics GP is more than just small business accounting software —it’s an ERP solution that gives businesses what they need now, with the ability to scale and adapt as those needs change. It grows as you do. As your partner, Wipfli can help you select which modules best meet your needs and implement, improve and maintain those processes as your business needs change.

Microsoft Dynamics SL

Dynamics SL is accounting and project management software in one package. Geared towards 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 organizations unique needs.

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.