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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How a Foster Care Nonprofit Simplified Reporting with Exsion365

Exsion365
AASK’s financial reporting was slow, manual, and built around formatting—not insight.
BI and Reporting Business Central Dynamics 365 Not For Profit

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

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

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

Outgrowing QuickBooks: A Manufacturing Company’s Journey to Dynamics 365 Business Central

Insight Works
The quest to find an alternative to QuickBooks
Business Central Dynamics 365 Financial Management Manufacturing

City of Austin Modernizes Service and Program Delivery of the Economic Development Department with Dynamics 365 CE|CRM

Sikich

The Economic Development Department of the City of Austin collaborated with Sikich to deploy a constituent relationship management platform built on Microsoft Dynamics 365...

Customer Engagement Customer Experience (CX) Customer Relationship Mgmt Customer Service Dynamics 365 Dynamics CRM Government Not For Profit Portals Power Apps Power Automate Power BI

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

Pain Specialists of America Moves from Managed Services Provider to Internal IT Management with 360 Visibility

360 Visibility
After experiencing issues with their MSP, PSA decided to explore a move to internal IT management
Healthcare IT Service Management (ITSM) Security Security

Learning Resources Grows and Builds its Future on Microsoft Dynamics 365 F&SCM

Sikich
"Once we went live with Dynamics 365, we saw massive improvements throughout. We're going to achieve more, because with this system there are so many opportunities to grow."
BI and Reporting Consumer Goods Distribution Dynamics 365 Education Finance and Operations Financial Management Forecasting Warehouse Management

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