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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Building a Modern Microsoft 365 Intranet for a Growing Professional Services Firm

JourneyTeam
Modernizing its intranet with Microsoft 365 for a cleaner, more connected employee experience
Knowledge Management Professional Services

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

Axiom: Dynamics 365 CRM System Improvements Enhance Sales Forecasting

Forvis Mazars
An upgraded CRM system led to improved sales processes with better forecasting for Axiom.
Customer Engagement Dynamics 365 Dynamics GP Engineering Sales Sales & Marketing

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

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

How Innovators in Photo Products Transformed Internal Processes with Automation

Dooap

Establishing global operations with state-of-the-art technology

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

On a journey with Dooap customers

Dooap

How AX/D365 FO Users are Benefiting with AP Automation from Dooap.

AP Automation Accounting Document Automation Dynamics 365 Dynamics AX Finance and Operations Financial Management Financial Services Invoice Processing Real Estate Transportation Utilities

EMCO Streamlines Services With Microsoft Dynamics 365 Sales

enVista

Real-time visibility and centralized data with the implementation of Microsoft Dynamics CRM

Call Tracking Chemicals Customer Engagement Customer Relationship Mgmt Data Management Dynamics 365 Dynamics CRM Loyalty Management Sales & Marketing

WatchBox Personalizes the Retail Experience

Plauti
But legacy data migrations and multiple CRM data channels created challenges and eroded the customer 360 view
Customer Insights - Data Data Management Dynamics 365 Jewelry Retail

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