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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Consolidating CRM Systems for a Marine Construction Company

Arctic IT
Learn how the marine construction company worked with Arctic IT to migrate from Salesforce to Dynamics 365 Sales for a better connected solution.
Construction Customer Engagement Customer Relationship Mgmt Dataverse (CDS) Dynamics 365 Power BI Power Platform Sales

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

Improving Customer Support for Sonoma County ISD

Arctic IT
Learn how Sonoma County worked with Arctic IT to deploy Dynamics 365 Customer Voice for collecting employee feedback on support services by ISD with flexible real-time reporting.
Customer Service Customer Voice Dataverse (CDS) Dynamics 365 Government Power Automate Power Platform

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

QGate Now Uses ClickLearn to Manage Diverse Customer and Partner CRM Training Requirements

ClickLearn

Giving partners and customers a boost by expanding documentation and training capacity

Customer Engagement Dynamics 365 Software Training

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

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

A Leading Restaurant Operator Modernizes their ERP to Achieve Growth Targets

Binary Stream

See how the Starboard Group saved over $38,000 per year by enhancing their Microsoft Dynamics ERP

AP Automation Accounting Advanced Pricing Auditing BI and Reporting Budgeting Business Central Business Performance Mgmt Business Process Mgmt Consolidation Accounting Data Management Data Migration

Health Enterprises - Dynamics 365 Business Central and Multi-Entity Management

Binary Stream

Health Enterprises save $15,000 by streamlining intercompany transactions with Multi-Entity Management

AP Automation Accounting Advanced Pricing Business Central CPQ (Configure, Price, Quote) Commerce Complex Billing Consolidation Accounting Contract Management Credit Card Processing Customer Engagement Dynamics 365

NAI Significa saves 10 minutes on every inspection after deploying Resco Inspections

Resco

 A leading global commercial real estate brokerage firm wanted to digitalize inspection process

Architecture Automated Data Collection Construction Data Integration Data Management Dynamics 365 Dynamics CRM Enterprise Asset Mgmt Field Service Financial Services Mobile Applications Planning & Scheduling