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.

Hide filters

Boosting ROI with Dynamics 365 CRM and Marketing Automation: A Case Study

emfluence
Discover how Tension Corporation transformed its sales and marketing process by integrating CRM and marketing automation for better lead management and efficiency.
Customer Engagement Dynamics 365 Marketing Automation Sales & Marketing

Calgary Economic Development (CED) Gains Unified Success with D365 CE|CRM

Sikich

While evaluating available CRM softwares, the huge disparity in licensing and implementation costs led them to Microsoft Dynamics 365 CRM

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit

SKsoft Unlocks Treasury Automation Suite benefits for Lippert

SKsoft
Identified the 10% of ACH emails experiencing delivery failure
Banking Dynamics 365 Finance and Operations Financial Management Manufacturing

Boosting Sales in the Cleaning Supplies Industry with Targeted NAV 2013 Support and Customization

Dynamics Square USA
Discover how NAV 2013 support helped a distributor do more with what they already had
Chemicals Dynamics 365 Dynamics NAV Hospitality

Enterprise Bank: Powering Banking Services with Dynamics 365 CE|CRM

Sikich

Enterprise Bank decided it was time to replace an older CRM system

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Data Integration Dynamics 365 Dynamics CRM KPIs Power BI Power Platform Sales & Marketing

City of Austin Modernizes Service and Program Delivery of the Economic Development Department with Dynamics 365 CE|CRM

Sikich

The Economic Development Department of the City of Austin collaborated with Sikich to deploy a constituent relationship management platform built on Microsoft Dynamics 365...

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit Portals Power Apps Power Automate Power BI

Manufacturer Sign-Zone Boosts Shop-Floor Productivity Using Insight Works’ ERP Add-Ons

Insight Works

Enabled advanced warehousing in Dynamics 365 Business Central

Business Central Distribution Dynamics 365 Dynamics NAV Warehouse Management

AMF Bakery Systems Implements D365

Sikich

Achieved tangible costs savings by reducing their investment in on-premises hardware.

Accounting CAD/CAM/CAE Customer Engagement Dynamics 365 Field Service Field Service Finance and Operations Financial Management Industrial Equipment Manufacturing Manufacturing Product Lifecycle Mgmt

Beyond Checks: How Mekorma Streamlined AP for Senior Living Facilities

Mekorma
This senior housing operator cut checks — and boosted efficiency — with Mekorma
AP Automation Accounting Aerospace & Defense Agriculture Architecture Associations Automotive Billing Boating Business Central Business Performance Mgmt Business Process Mgmt

Four Case Studies in Migrating from Dynamics AX 2009 and 2012 to Dynamics 365

enVista

What to expect throughout the transition, including approach best practices and important tips and tricks to not only keep your project on track but within budget

Data Migration Dynamics 365 Dynamics AX Finance and Operations