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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Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Forvis Mazars
Gaubert Oil’s transition to Microsoft Dynamics 365 Marketing boosted productivity for employees.
Customer Engagement Customer Insights - Journeys (Marketing) Dynamics 365 Marketing Automation Oil Sales Sales & Marketing

Diversified Holding Company, Koniag Inc., Utilizes New AP Automation Solution to Improve Accuracy and Greatly Reduce Employee Frustration Levels

Metafile
Koniag saves considerable time by producing accurate financial statements from the start
AP Automation Document Automation Document Management Dynamics SL Invoice Processing Property Management Real Estate Workflow Management

From Spreadsheets to Cloud ERP: How MaxxForce Adopted Dynamics 365 Business Central

JourneyTeam
Upgrading to a modern, scalable ERP with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Dynamics 365 Enterprise Asset Mgmt Power BI Power Platform Professional Services

Booksy Improves Customer and Employee Experience

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

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

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

Beyond Traditional ERP: How Columbus Global Transformed Subscription Management and Accelerated Project & Financial Processes, with LISA Enterprise.

Bluefort
Discover how Columbus Global automated subscription billing, cut finance overhead by 75%, and unlocked real-time profitability, all within Microsoft Dynamics 365
Complex Billing Dynamics 365 Finance and Operations Revenue recognition Software Subscription Management Subscription billing

How Smarter Furnishings Unified Sales, Operations, and Finance with Dynamics 365 Business Central

JourneyTeam
Unifying operations and scaling faster with Dynamics 365 Business Central
Accounting Business Central Business Process Mgmt Customer Engagement Customer Service Dynamics 365 Furniture Manufacturing Power BI Power Platform Retail Sales

Canada’s Royal LePage Partners with WatServ to Modernize Enterprise Applications

WatServ

Now able to provide Realtors with competitive tools to grow their business

Azure Networking Real Estate

Enpro, Inc.: Gaining Efficiency With a New Dynamics 365 CRM System

Forvis Mazars
Integrating a new CRM system with an existing ERP system helped Enpro, Inc. increase efficiency.
Customer Engagement Dynamics 365 Field Service Field Service Manufacturing Power BI Power Platform Sales Sales & Marketing