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Upcoming Events

Turn on Microsoft CRM advantages in bidding, building and beyond

9/22/2025 11:00 AM - 12:00 PM (CT)

Type: Live Webinar

Industry: Construction

Service: Digital services, Enterprise solutions

Seats Remaining: 997

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


See your data clearly. Act on it confidently.

Join us for a free, one-hour webinar to learn how Microsoft Dynamics 365 and Wipfli Connect for Contractors can help you turn disconnected data into actionable insights — giving everyone on your team a clear, up-to-the-minute view of your data.

Whether you’re pursuing new work, managing subcontractors or tracking field performance, the right CRM can streamline your processes and improve collaboration across business development, operations, and accounting teams.

Attend our webinar to learn how to:

  • Improve bids and estimates: Use Microsoft Dynamics 365 for Sales to manage business development efforts, improve estimating accuracy and increase win rates.
  • Simplify field operations and maintenance: Streamline dispatching, work orders and ongoing service work with Microsoft Dynamics 365 for Field Service.
  • Ditch the spreadsheets: Establish a centralized intake for all operational data, setting up your Construction ÂÜÀòÉç¹ÙÍøment System (CMS) and Enterprise Resource Planning (ERP) for success.

This session is ideal for construction leaders looking to unify their systems, reduce manual work and get more from their CRM and project tools. You’ll leave with practical takeaways you can apply right away.

Presenter

Ryan Rademann