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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Hampel Oil Implements CRM for Oil & Gas to Help Improve Customer Relationships

Forvis Mazars
Explore how Hampel Oil uses a customized, pre-built CRM system to easily access customer information and manage share of wallet opportunities.
Customer Engagement Dynamics 365 Oil Sales Sales & Marketing Sales Quoting Sales and Operations Planning

Customer Use Cases for Jet Reports and Jet Analytics

insightsoftware
Jet by insightsoftware brings together all of your data into one single source of truth for operational and financial data.
Dynamics 365 Dynamics AX Finance and Operations

NCS Recommends Zetadocs Expenses to Replace Slow Processes

Zetadocs
The implementation was a very smooth and quick process
Business Central Dynamics 365 Dynamics NAV Expense Management Not For Profit

How This Wedding Venue Business Nailed Their Salesforce to Dynamics 365 Sales Migration

Dynamics Square USA
A smarter move from Salesforce to Dynamics 365 Sales
Customer Engagement Data Migration Dynamics 365 Sales

PXTech Finance Team Saves 3 Days Per Month with Zetadocs Expenses

Zetadocs
The finance team gained greater control over its expense management process
Business Central Dynamics 365 Dynamics NAV Expense Management Software

ALPA - Making a difference every day with ExFlow D365 FO

SignUp Software

This case study shows how: ALPA since the introduction of ExFlow has seen a reduction of “at least 50 percent” in the time it takes to post invoices. These time effic...

AP Automation BI and Reporting Document Automation Dynamics 365 Dynamics AX Finance and Operations Invoice Processing Not For Profit

How a Non-Profit Slashed ERP Costs by 60%

Dynamics Square USA
See how a leading non-profit cut ERP costs by 60% and redefined global operations with Dynamics 365.
Copilot Customer Engagement Customer Service Dynamics 365 Finance and Operations Government Health & Wellness Healthcare Human Resources (Talent) Not For Profit

Booksy Improves Customer and Employee Experience

Plauti
Bad data quality is the party-crasher
Customer Insights - Data Data Management Dynamics 365

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.

Premier Truck Rental Experiences Significant Time Savings, from Invoice Capture to Approval

Dooap

With invoices routed straight into the Dooap system, PTR’s approval time for invoices has been reduced drastically

AP Automation Accounting Azure Document Automation Dynamics 365 Finance and Operations Financial Management Invoice Processing Rental