Case Studies

Our case studies library is full of customer stories from software vendors, designed to provide guidance as you investigate approaches for implementing Microsoft-related software.

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QGate Now Uses ClickLearn to Manage Diverse Customer and Partner CRM Training Requirements

ClickLearn

Giving partners and customers a boost by expanding documentation and training capacity

Customer Engagement Dynamics 365 Software Training

Packaging Distribution Company Unlocks Data Efficiency with Microsoft Power BI-Driven Unification and Visualization

Collectiv
AI Automated Data Collection Azure BI and Reporting Data Integration Data Management Distribution Hybrid Integration Power BI Power Platform

Wilson Trailer Enhances Data Security in Microsoft Dynamics AX with Fastpath

Fastpath, Inc.

Ability to analyze their SOD conflicts and easily review user access within their Dynamics AX environment

Auditing Dynamics AX Security

Long-Term Healthcare Facility Operator Manages 19 Locations with One Accountant

Binary Stream

Discover how this long-term healthcare facility operator manages 19 locations effectively with one accountant

AP Automation Accounting Advanced Pricing Bill Of Material Mgmt Billing Business Process Mgmt CPQ (Configure, Price, Quote) Consolidation Accounting Data Management Dynamics GP Financial Management Financial Services

Mammoth Holdings Set to Double Locations by End of 2023 with Multi-Entity Management for D365 Business Central 

Binary Stream

Discover how Mammoth Holdings streamlined AP accounting processes, preparing to double locations.

Business Central Dynamics 365 Financial Management Hospitality Multi-Entity Management

Achieving Rapid User Adoption in a Complex Global CRM Implementation

ClickLearn

Using ClickLearn to support 20 different languages

Customer Engagement Dynamics 365 Training

BlenderBottle Streamlines Order Processing with Dynamics GP and SalesPad

Cavallo
SalesPad Desktop is the glue that ties their ordering systems together
Distribution Dynamics GP Manufacturing Order Management Sales Order Processing Shipping Supply Chain Execution Supply Chain Management

CMC Group Integrates Subscription Billing with Dynamics AX

Rockton Software

Automating the process of sending out communications, emails, and invoices at the time of renewal

Billing Dynamics AX Subscription billing

Going Paperless is the Healthy Choice for Large Nonprofit Insurance Company

Metafile
Simplified processes, improved reporting, simpler check writes and increased efficiency
AP Automation Document Automation Document Imaging Document Management Dynamics GP Financial Management Insurance Invoice Processing

Oztera Better Serves Microsoft Dynamics Clients by Joining Forces with Stratos Cloud Alliance

Stratos Cloud Alliance
Read how Oztera’s partnership with Stratos Cloud Alliance enhances the customer experience by providing a seamless implementation and integration of Microsoft Dynamics 365.
Business Central Customer Engagement Distribution Dynamics 365 Power Apps Power Platform