Case Studies

Explore how we've helped businesses achieve remarkable results through our innovative solutions.

Person using a phone to scan a document.

OCR (Optical Character Recognition) for Vendor Invoice Automation

Research shows that companies using OCR for automated data entry from invoices process 25-60% more invoices than companies using manual data entry.

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Dynamics 365 Finance & Operations Implementation/Managed Support for a leading Fast Food Manufacturer and Retail Company

D365FO offers a comprehensive suite of features for managing all aspects of a retail business, including finance, supply chain management, and more.

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A lush hydroponics setup with leafy greens growing under artificial light.

Post Go-Live Stabilization and Managed Services for a Leading Hydroponics Company

Managed services can help businesses reduce IT costs by 20-40% by offloading the management of applications to a specialized provider.

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Dynamics 365 Finance & Operations Managed Support Service for a Leading Real Estate Company

By leveraging DAX's AMS, real estate companies can gain a competitive advantage by reducing IT costs and improving application performance.

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A systems integrator technician working on a server rack.

Dynamics 365 Field Service integrated with Finance & Operations Implementation for a US Based Systems Integrator

Dynamics 365 Field Service is a leading cloud-based field service management (FSM) solution, with over 200,000 organizations using it worldwide.

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Implementation of Dynamics 365 Business Central

Business Central has experienced rapid growth since its launch in 2018, with over 70,000 customers worldwide and a growing partner ecosystem.

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Dynamics 365 Field Service integrated with Finance & Operations Implementation for a Security System Service Provider

Dynamics 365 Field Service empowers field technicians to be more efficient. Learn how a security system provider improved its field operations with this module.

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A group of volunteers packing boxes with supplies.

Power Apps Portal Solution for a US based Non-Profit Organization

Power Apps is a low-code platform, enabling anyone with minimal coding experience to create custom business applications.

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Model Driven Power Apps based Solution for Education Business

Create adaptive learning apps that cater to individual student needs and learning styles via Power Apps!

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A factory floor with workers in the cannabis industry.

Dynamics 365 Finance & Operations Implementation for the largest Cannabis Company in Medical Usage

D365FO helps cannabis businesses comply with complex track-and-trace regulations.

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CRM Upgrade for a diversified Financial Services Organization

CRM provides a wealth of customer data, enabling financial institutions to gain insights into customer behavior, preferences, and financial needs. Learn how CRM Upgrade landed this organization ahead of its competitors.

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A business meeting in a modern office with a focus on a CRM dashboard.

CRM Implementation for a leading IT Services Company

CRM is proven to drive business growth, with companies that implement CRM experiencing an average sales increase of 12% and a customer retention rate increase of 27%. Learn more about how this IT Services organization improved reduced its operation costs via right CRM Implementation partner.

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Dell Boomi Integration

Looking for integrations? Can I engage Dell Boomi for my integration projects? This case study unravels how Dell Boomi transforms integration projects, answering all your questions.

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Salesforce Implementations and Integrations with Dynamics 365

Unify your CRM and ERP by integrating Salesforce and Dynamics 365.

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An abstract representation of a streamlined PTO process for a security solutions provider.

Implementation of PTO Functionality for one of the major security solutions providers

Know how the implementation of PTO functionality streamlined processes, reduced administrative workload by 40%.

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Security systems being monitored in a control room.

CRM Implementation For A Leading Security System Management Company

Specialized in crafting security solutions tailored to specific needs, serving government, education, and more.

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A person using a laptop with a Dynamics 365 logo visible, in an office setting.

Electronic Invoicing using Dynamics 365 Finance and Operations

Optimize your billing process with Electronic Invoicing in D365FO, ensuring automation, compliance, and efficiency.

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Autodesk Vault Implementation for a Leading Energy Sector Company

DAX implemented Autodesk Vault Professional for a leading energy sector company, delivering a scalable document management solution with improved collaboration, security, and data integrity.

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An abstract image showing an email icon with a dollar sign, representing automated payment notifications.

Automated Vendor Payment Communication in D365FO

DAX developed a custom auto-email functionality in D365FO to automate vendor communication after payment processing, reducing manual effort and improving transparency.

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Custom Bank Payment Templates in D365FO

DAX developed custom bank payment templates in D365FO to streamline vendor payment processing for multiple banks.

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Custom financial reports in Microsoft Dynamics AX 2012.

Custom financial reports in Microsoft Dynamics AX 2012 for a leading Agricultural Supplies Manufacturer

Developed and delivered a suite of custom financial reports in Microsoft Dynamics AX 2012 for a leading agricultural supplies manufacturer, addressing gaps in standard reporting capabilities.

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Inventory costing inaccuracies resolved in Microsoft Dynamics AX 2012.

Resolved Inventory Costing Inaccuracies in Microsoft Dynamics AX 2012

Resolved inventory costing inaccuracies in Microsoft Dynamics AX 2012 for a leading agricultural supplies manufacturer, addressing data integrity issues and enabling accurate warehouse-level cost tracking.

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Multiple legal entities implemented in Microsoft Dynamics AX 2012.

Multiple Legal Entities Implementation in AX 2012

DAX implemented multiple legal entities in AX 2012 to support a global manufacturer’s expansion, ensuring local compliance and streamlined intercompany transactions.

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ERP–CRM integration and FedEx API modernization.

ERP–CRM Integration and FedEx API Modernization

Delivered multiple integration initiatives for a leading agricultural supplies manufacturer, including ERP-CRM synchronization and a critical migration of FedEx integrations from SOAP to REST APIs.

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AP automation integration with Medius and Microsoft Dynamics AX.

AP Automation Integration with Medius and Microsoft Dynamics AX

Implemented a secure, scalable AP automation integration with Medius and Microsoft Dynamics AX 2012, improving efficiency, accuracy, and processing speed while supporting high-volume monthly AP operations.

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3PL warehouse integration with Microsoft Dynamics AX.

3PL Warehouse Integration with Microsoft Dynamics AX

Integrated Microsoft Dynamics AX 2012 with a third-party logistics (3PL) managed Warehouse Management System for a key distribution center.

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HR–ERP Payroll Integration

DAX implemented a seamless integration between BambooHR and D365FO, enabling payroll calculations to be handled externally while maintaining accurate financial postings within the ERP.

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Contract-Level Funding Control Enhancement

DAX delivered a custom enhancement to D365FO to enable funding limit tracking at the Project Contract level, improving financial visibility and control.

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Project-Level Payment Visibility Enhancement.

Project-Level Payment Visibility Enhancement

DAX developed a custom enhancement in D365FO enabling customer payments to be applied directly at the project level, improving cash flow tracking.

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Paid Time Off (PTO) Management Automation

DAX designed and implemented a custom PTO management solution to streamline leave requests, approvals, and payroll impact while maintaining data accuracy and auditability.

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Paid-to-Date (Project-Level Payment Visibility)

DAX developed a custom enhancement allowing customer payments to be directly associated with projects referenced in invoices.

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