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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Haire Group: Transforming Operations With Microsoft Dynamics 365 CRM

Forvis Mazars
Haire Group’s Microsoft integration helped streamline processes and improve efficiency.
Customer Engagement Dynamics 365 Manufacturing Sales Sales & Marketing

Overcoming Operational Complexity: How AGIS Streamlined Multi-Site Production

Insight Works
The successful deployment of Wiise ERP, Jet Reports, and Shop Floor Insight empowered AGIS to meet the demands of its expanding operations. Insight Works’ Shop Floor Insight played
Business Central Dynamics 365 Inventory Management Manufacturing Manufacturing Process Manufacturing Shop Floor Control

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

Melco and OESD Modernize Operations and Adopt Microsoft Dynamics 365 Business Central SaaS

Insight Works
Melco and OESD Modernize Operations and Adopt Microsoft Dynamics 365 Business Central SaaS

How Business Central + CRM Streamlined Operations for a U.S. Medical Supplier

Dynamics Square USA
Business Central Dynamics 365 Medical Devices

How BISM Consolidated Systems and Automated Invoicing with Business Central

PayTrace
Accounting Business Central Credit Card Processing Dynamics 365 Dynamics GP E-Invoicing Invoice Processing Payment Processing

Infographic: How Simon Roofing Improved Its Customer Service with Microsoft Dynamics 365

Sikich
Discover how Simon Roofing elevated customer service and streamlined operations with Microsoft Dynamics 365—explore their transformation journey!
Azure Construction Customer Engagement Customer Insights - Data Customer Service Dynamics 365 Dynamics CRM Field Service Integration Power Automate Power BI Power Platform

SD Worx Creates an Efficient Payroll System with Enavate and Microsoft Dynamics 365

ENAVATE

More efficient cloud deployments, removing the need for additional infrastructure and separate database management

Dynamics 365 Dynamics AX Finance and Operations HR Management Payroll Processing Software

Planar Innovates Digital Vision with Upgrade to D365 from Dynamics AX

Sikich
Global leader in display and digital signage solutions standardizes on Microsoft Dynamics 365 as its core business management solution.
Design & Living Dynamics 365 Electronics Finance and Operations Financial Management Manufacturing

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