Dynamics 365 CE Sales: 10-Wk Implementation

Wipfli LLP

Wipfli Dynamics 365 Customer Engagement Implementation Sales Enablement

Approach and partnership:

Wipfli has a strong track record of delivering successful Dynamics 365 Customer Engagement/CRM implementations

Wipfli's focus and commitment to each client is not just to a successful implementation project, but to long-term support and partnership that helps each client derive ongoing value and strategic impact


Wipfli's approach for Dynamics 365 implementations is characterized by significant focus on business process improvement to help each client achieve their business objectives which typically include:

  • Optimizing growth through creation of a robust platform to track and manage the sales process
  • Providing organizational visibility and collaboration on large opportunities to drive increased win rates and profitability
  • Driving organizational effectiveness by providing one source of truth regarding lead, prospect, and account information
  • Delivering improvements in customer service, loyalty, and customer penetration
  • The sales process and initial phase of each project includes identification of specific project objectives for each client
  • This outlines approach for Sales enablement; Wipfli also helps clients drive value and impact from other D365 Customer Engagement apps -- Customer Service, Marketing, Field Service, Project Service Automation/PSA, and Customer Insights


  • Objective 1: Optimize growth by providing a platform and collaboration process for the customer lifecycle: leads, opportunities, contacts, accounts

  • Objective 2: Provide organizational visibility and collaboration on key opportunities

  • Objective 3: Provide one source of truth to drive effectiveness

  • Objective 4: Training to drive successful system adoption

  • Objective 5: Ongoing support to foster long-term success and impact