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Microsoft Dynamics 365 Customer Engagement Case Studies

See the best of our CRM implementations and upgrades

We serve clients across multiple industries, including industrial products, consumer products, government, education, health care and nonprofit. Our Microsoft Dynamics CRM solutions give our clients a competitive advantage in sales automation, improved customer service issue management and better company-wide visibility. From basic ‘out of the box’ solutions to custom xRM development, we deliver solutions to meet your unique needs.

Case Studies

RSM technology solutions help food bank better achieve its mission

RSM helps Philabundance increase insight into member management data as well as improve network accessibility and reliability.

Private equity group improves processes and lowers operating costs

Independence Capital Partners leverages Microsoft Dynamics and SharePoint to create one platform for seamless collaboration.

Distributor updates technology for expansion and integration

TricorBraun chose Dynamics AX because it met all their stringent requirements and as a bonus, the cost of ownership was also attractive.

Nonprofit wins customer excellence award for Dynamics CRM usage

Microsoft recognized non-profit organization with its Excellence in Innovation Awards for its usage of customer relationship management solutions that help businesses work more effectively.

Nonprofit improves employee productivity with CRM implementation

A not-for-profit membership organization was seeking a solution to replace their grant software system and other various systems they used to manage donations and member and donor data.

ERP and CRM solution provides immediate answers to childcare franchise

Goddard Systems eliminates manual record keeping and inconsistent information among departments and customers with Microsoft Dynamics® CRM.

County department increases productivity with case management solution

Burlington County replaces an existing system to track IT support calls and manage projects from 29 county departments.

Social services board pioneers solution to serve those most in need

Learn how Camden County, New Jersey, Board of Social Services’ implementation of Microsoft Dynamics CRM helped meet demand spike for services

CRM solution increases efficiency and visibility of case management

Dynamics CRM helps Catastrophic Illness in Children Relief Fund eliminate difficult manual processes, increasing efficiency and reducing data errors.

Impellam North America

Listen to Impellam North America's John Vlha, Chief Financial Officer, and Ana Miner, explain why they consider RSM a true business partner and how their vision of a new comprehensive business system was accomplished with Dynamics GP and CRM.

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