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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Financial Shared Service Center Provides World-Class AP Efficiency to Municpal Customers

Dooap

Integrating an invoice automation solution with D365

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

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

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

Largest Behavioral Health Pharmacy Provider Doubles in Size and Efficiency

Metafile
Managers have the ability to see pending invoices and approvals for their specific locations
AP Automation Accounting Document Automation Document Imaging Document Management Dynamics GP Financial Management Healthcare Invoice Processing Procurement

Securing a Global Scuba Brand with Microsoft 365, Defender, and Entra ID

JourneyTeam
Building a modern, cloud-first security model with Microsoft 365
Azure Manufacturing Purview Security Security

Zetadocs Heavily Reduces the Quantity of Paper that Coinford Archives

Zetadocs
Able to easily transition to digital document capture with Zetadocs
Business Central Construction Document Management Dynamics 365 Dynamics NAV

Case Story: How a Solar Company in North America Streamlined its Business with Business Central and CRM

Dynamics Square USA
How a solar energy company in Canada fixed their workflow problems by switching to modern business software
Business Central Copilot Customer Engagement Customer Insights - Data Customer Service Dynamics 365 Dynamics NAV Electronic Signatures Energy

Navico makes waves with a scalable digital experience.

Episerver

Navico is the world's largest marine electronics manufacturer and Epi has helped to enhance  their digital strategy.

Automotive Azure Boating Manufacturing

Infographic: ERP Modernization Journey of Mid-Continent Instruments and Avionics with Microsoft Dynamics 365 Finance and Supply Chain Management

Sikich
Discover how Mid-Continent Instruments and Avionics transformed their operations with Microsoft Dynamics 365, positioning themselves for future success in the aerospace industry.
AI and Machine Learning Aerospace & Defense Azure Dynamics 365 Dynamics AX Dynamics GP Dynamics Marketing Finance and Operations Integration Power Apps

Booksy Improves Customer and Employee Experience

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