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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Leveraging Insight Works’ Order Fulfillment Worksheet for E-commerce Fulfillment

Insight Works
Outgrowing QuickBooks, see how Horizon Stone upgraded to Dynamics 365 Business Central for enhanced manufacturing efficiency and accuracy.

Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

Future-Proofing the Insurance Experience with a Policyholder 360

Plauti
Delivering a superb insurance experience to policyholders requires the empowerment of employees with the right insights
Customer Insights - Data Data Management Dynamics 365

Flow International Simplifies SOX Compliance Efforts with New Audit and Security Solution

Fastpath, now part of Delinea
A leader in ultra high-pressure (UHP) waterjet technology seeks a better performing SOX compliance solution that would work easily Microsoft Dynamics AX
Auditing Dynamics AX Manufacturing Regulatory Compliance Security

From 2,000 to 4,000 isolation yards/month in a completely disconnected scenario with Resco

Resco

Learn how the first energy renovation specialist in France transformed home visits and went paperless with Resco. 

Architecture Data Integration Dynamics 365 Electronic Signatures Energy Mobile Applications Planning & Scheduling Professional Services Property Management

Equipment Manufacturer, Hamilton Company Scales with Dynamics 365 ERP from Sikich

Sikich

Hamilton Company expanded its business during the pandemic after deploying Microsoft Dynamics 365 Finance and Ope...

Accounting Bill Of Material Mgmt Dynamics 365 Dynamics AX Finance and Operations Inventory Management Manufacturing Manufacturing Order Management Supply Chain Management Warehouse Management

Back to SalesPad and Dynamics GP: How NewStar Recovered from a Misguided Move to Business Central

Cavallo
Business Central Distribution Dynamics 365 Dynamics GP

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

ERP Mechanics Supports Capital Lighting Fixture’s Document Management Needs During New ERP Implementation

ERP Mechanics
Document management considerations when rolling out new ERP system
Document Management Dynamics 365 Finance and Operations

Palmer-Donavin Elevates Sales Planning and Customer Engagement with Power Apps and Dynamics 365

JourneyTeam
How Palmer-Donavin moved from spreadsheets to real-time insights
Customer Engagement Customer Service Distribution Dynamics 365 Sales Sales & Marketing Sales & Ops Planning