Companies Using Dynamics 365Customer List & Real Case Studies

Challenge

ACO needed to consolidate various ERP systems used across diverse global subsidiaries operating under different models, while enabling cross-border sales and coordinated production across 30 sites on four continents.

Results

The rollout drastically improved information and item exchange speed for customers, enabled cross-continental selling and cross-country production triggering, and, per the customer, improved the effectiveness of its people tenfold.

Challenge

Al Tannan operated as six separate companies running different software systems, resulting in fragmented processes, duplicate data entry, limited visibility across operations, manual workflows, and restricted accurate financial planning and reporting.

Results

Al Tannan reduced store inventory counting time by over 70%, from 12-14 hours down to 3-4 hours, consolidated six administrative departments into one centralized operation, eliminated duplicate data entry, and achieved 99.9% uptime on the new cloud-based platform.

Challenge

Fragmented legacy systems prevented data sharing across departments, there was no inventory tracking for raw materials and finished goods causing wastage and stock-outs, and inadequate accounts monitoring led to delayed payments and compliance issues.

Results

The implementation delivered a 45% operational efficiency gain, a 60% reduction in manual process effort, 100% data integration, a 50% improvement in inventory management, and real-time financial visibility and reporting.

Challenge

Firstrust ran on legacy Microsoft Dynamics GP 2015 desktop software that required manual USB backups, complex maintenance and dedicated hardware, with financial data stored on a single computer posing a significant data-loss risk and unable to support the firm's growth.

Results

Firstrust eliminated the need for a dedicated accounting computer, cut weekly accounting time from 2-3 hours to 1-2 hours (saving 50-100 hours a year), reduced the clicks needed to complete a task from 12 to 6 or fewer, and gained real-time reporting and stronger data security and disaster recovery.

Challenge

Rapid growth generated large data volumes; Dynamics 365 BC lacked reporting speed and flexibility; 9 people spent 1 day monthly

Results

Monthly reporting from 72 hours to 3 hours; scaled from 10 to 192 reports; acquisitions added quickly

Challenge

Using its old system, KONG would perform very few cycle counts due to the time involved in counting, which resulted in inaccurate inventory records.

Results

Counting 900 bins under KONG's previous system required 144 person-hours (18 work days); with the Insight Works add-ons, the same 900 bins were counted in 12 person-hours (1.5 work days), saving 132 person-hours and cutting count time by over 90 percent, which enabled weekly rather than partial-monthly cycle counts.

Challenge

Lee Company, a Nashville-based HVAC, plumbing and electrical contractor with 1,600+ employees, ran four business units on a 20-year-old ERP whose siloed data and inability to scale blocked economies of scale and resource sharing. The company targets growth from $370 million to over $700 million in revenue by 2030.

Results

Four business units were unified on one platform, annual managed services spend fell by two-thirds, and a new projection model supports revenue forecasting into 2026. Field dispatch now uses machine-learning-based smart routing and skills-based technician assignment.

Challenge

The Texas multi-entity company ran accounting in QuickBooks Online and inventory in spreadsheets, requiring physical counts every two weeks, a 13-15 business day monthly close, and manual consolidation across three entities, with audited financials on the horizon.

Results

The monthly close dropped from 13-15 business days to around 10, saving an estimated 24-40 hours per month. The company gained real-time inventory, a reliable audit trail, and consolidated reporting, and plans to extend into manufacturing with BOMs, WIP tracking, and assembly management.

Challenge

MRO, a $100 million, 1,700-plus-employee clinical data release platform backed by a private equity firm, had acquired more than a dozen companies since 2012 while still running legacy QuickBooks. Producing the detailed multi-entity financial reporting its PE partner required was increasingly difficult, and it needed multi-currency support and integrations with other financial and operational systems.

Results

MRO can now slice financial information by department, office and line of business, and integrating Business Central with other systems is much easier. Consolidations were simplified by replacing four charts of accounts with one, currency conversion from rupees to US dollars became easier, and the company can onboard newly acquired entities faster as rollouts continue.

Challenge

Nazareth Care was running an end-of-life Dynamics AX platform with limited specialist support, relying on manual reconciliations and Excel-based processes, reporting delays across its geographically dispersed sites, heavy dependence on key individuals, and limited capacity for strategic analysis and forecasting.

Results

Nazareth Care now saves 5 days each month in month-end reporting, worth approximately $50,000 per year in savings, and recorded zero adverse findings in its annual audit.

Challenge

NewRocket relied on manual user-creation processes and had no native connector between ADP Workforce Now and Dynamics 365 Finance & Operations, causing data inconsistencies across HR and finance, duplicate manual data entry and inefficient daily workflows.

Results

The connector cut onboarding timelines by 40%, reduced manual work by 70%, improved data accuracy by 99% and achieved 100% team adoption, per the published case study.

Challenge

SENSIT had outgrown Sage 100, lacking real-time visibility into sales order processing, inventory management and manufacturing planning; manual, paper-based invoicing and daily reporting created bottlenecks and errors as the company needed to scale without adding headcount.

Results

Sales grew 25% with no increase in headcount, order processing sped up by roughly five minutes per order across more than 1,500 monthly sales orders, and order fulfillment became one to two days faster.

Challenge

Tillamook ran on a mix of NAV, Demantra, custom systems, and manual processes that could not support expansion into new distribution and sales markets or the dairy-specific traceability and aging requirements of its operations.

Results

Warehouse fill rate improved to 98%, pallet throughput increased 50%, and the company absorbed the COVID-19 demand spike while building a reporting and analytics practice on top of Dynamics 365.

Challenge

U.S. Venture's aging IBM iSeries ERP had hit its efficiency and capability limits: its U.S. AutoForce division pays thousands of invoices daily with 50-60% of orders needing same-day delivery, and manual accounting processes stretched the finance team.

Results

Invoice matching now handles 10,000-15,000 supplier invoices per day automatically, Copilot for Finance saves the accounting team over 30 hours a month and cut bank reconciliation time by 80%, and U.S. AutoForce operates in 40 states with faster receiving, picking, and shipping.

Challenge

Walraven, an installation-systems manufacturer serving customers in over 20 countries, handled at least 10,000 sales order lines a month but its in-house EDI tool could not integrate with D365, new-customer onboarding took up to four months, and a two-decade-old legacy ERP needed integrating with its new D365 F&SCM.

Results

Walraven standardised EDI within D365 F&SCM, reduced internal cost per sales order line, shortened EDI connection time, and states it increased sales turnover and orders per salesperson with the same headcount.

Challenge

ZVG Germany struggled to reconcile manufacturing orders arriving from multiple channels, manage inventory across separate legal entities, post intercompany transactions manually, meet German GoBD regulatory record-keeping requirements, and reconcile bank statements with third-party logistics providers.

Results

The rollout delivered 99.4% inventory accuracy across multiple warehouse tenants, a 99.9% ledger synchronization rate, 95.2% auto-matched bank reconciliations, and a 45% reduction in order processing time, with GoBD certification achieved through locked journal templates and active audit-trail logging.

Challenge

Alsaif Gallery's kitchenware and home appliance retail business had outgrown its 15-year-old local POS solution; expansion plans into the UAE and Kuwait required a modern platform supporting multiple locations, languages and currencies.

Results

The retailer gained real-time sales and inventory insights and an enhanced customer loyalty program, and successfully expanded with two branches in Kuwait and two in the UAE.

Challenge

The Finnish loader manufacturer, with sales offices in Germany, the UK, the USA and Brazil and import partners in around 70 countries, had outgrown Dynamics NAV and lacked coordinated visibility across its business processes.

Results

The company reports higher operational efficiency and productivity, more accurate and transparent delivery times for importers, and a platform for harmonising processes across country entities. Its forecasting model helped avoid production downtime during the pandemic.

Challenge

Azerbaijan Airlines managed financial data for six business units in more than five separate tools, with information scattered across spreadsheets and dependent on individual employees' knowledge, which slowed decision-making.

Results

Monthly financial statement close time fell from 15 to 8 days, payment processing time dropped by 70%, and reconciliation time by 60%; the company also cites improved data transparency.

Challenge

Bartek Ingredients, the largest producer of malic and fumaric acid by its own account, ran production on paper orders, leaving limited visibility into inventory, costs and scheduling, with disconnected finance, operations and warehouse systems.

Results

Raw material stock-outs fell 85%, production scheduling hours per order dropped 50%, and overall order cycle time improved 8%, with real-time visibility into production, inventory and costs.

Challenge

Care of Carl's Microsoft NAV system from 2013 had become a bottleneck, with limited integration capabilities, upcoming support discontinuation, and difficulty scaling as the retailer expanded sales to 54 countries.

Results

Care of Carl has passed half a billion kronor in revenue and sells to 54 countries with more than 100 employees; the CFO says the new platform positions the company to accelerate growth and handle significantly larger sales volumes without major system changes.

Challenge

4 separate reporting systems across 15 business units; reconciliation nightmare; Excel-based financial packages

Results

Consolidated into one platform; report creation from days to minutes; unified visibility across 15 units

Challenge

cohealth's outdated Dynamics AX system was clunky, required manual process steps, and was difficult to access remotely via Citrix; reporting was complex and time-consuming, with Trial Balance reports failing to balance, and the paper-based, office-dependent setup was unsuitable for work-from-home operations during COVID-19.

Results

The deployment went live in 3 months, on time and under budget, and saved Director of Finance and Reporting Cathy Williams half a day to a day each month compiling board reports, with improved data entry speed and enhanced financial visibility across multiple funding dimensions.

Challenge

DCS ran a legacy on-premises warehouse management system with financial and CRM data trapped in silos, limited supply chain analytics, and no self-service access to business data for customers, constraining growth as a pharmaceutical third-party logistics provider.

Results

Small-parcel shipping throughput rose 300%, order processing increased from roughly 150 orders per day to about 75 per hour, large-order processing time fell from two days to four hours, and employee overtime was reduced.

Challenge

The Dutch refurbisher processes two million electronic products a year through a reverse supply chain. Its previous refurbishment application was hard to maintain and lacked integration with Dynamics 365 Finance & Operations warehousing, raising operational costs.

Results

The company runs its refurbishment process with minimal manual intervention and reports a circularity rate of over 95%.

Challenge

Running on a legacy system installed in the 1970s, the dairy cooperative needed better insight to manage pricing based on supply and demand and to minimise waste in dairy processing operations.

Results

The cooperative reports clarity and efficiency in its dairy operations following the implementation; outcomes are described qualitatively on the page.

Challenge

GBS, which federates craft breweries around a shared logistics and commercial platform handling up to 1,000 pallets per day, had outgrown its historical Microsoft Navision system as a new WMS arrived and traceability, steering and interconnection needs increased.

Results

The company reports smooth user adoption, better appropriation of the tools and an established continuous-improvement dynamic, with an information system it describes as agile, reliable and scalable, aligned with its operational and strategic objectives.

Challenge

Kent Building Supplies, J.D. Irving's 48-store Canadian home improvement chain, ran a 35-year-old heavily customized homegrown system that was risky to maintain as the employees who knew it neared retirement, with an antiquated point-of-sale, manual redundant processes, and siloed, hard-to-extract data.

Results

Kent moved from overnight reports to near-real-time analytics, cut its report count from nearly 6,000 to 350, reduced inventory by 6.8% through centralized master planning, cut manual processing overhead in purchasing and sales by 55%, and now runs more than 4,000 back-office users across 65 locations with 384 active POS devices.

Challenge

Jim Pattison Group, Canada's second-largest privately held company with more than 45,000 employees, ran 150 separate entities in Microsoft Dynamics GP. Intercompany transactions were adjusted and reconciled manually across siloed databases, and backups and version upgrades had to be repeated 150 times.

Results

The company reports $70,000 in annual savings, a 97% reduction in mandatory backups, and centralized cashflow visibility across 150 entities, with intercompany journal entries now automated rather than coordinated between accounting teams.

Challenge

Kaya's siloed, manual systems held back its growth plans and made it difficult to deliver services cost-effectively across its clinic network.

Results

The implementation improved supply chain visibility and planning, collections, and session bookings, and supported better resource utilization across 75 clinics.

Challenge

KLM Catering Services delivers over 55,000 inflight meals daily but ran on a heavily customized ERP that could no longer be upgraded, blocking further innovation.

Results

KCS retired its old system and went live in early June 2021. The customer-order interface processes thousands of messages and lets airline crews make order changes up to 23 minutes before departure.

Challenge

In the regulated gaming environment, approval processes were controlled externally rather than governed within the ERP, introducing friction, dependency and unnecessary difficulty when audit time arrived, despite already running Microsoft Dynamics 365 Business Central with electronic signature.

Results

Approval times reduced by 40%, operational errors decreased by 30%, and audit efficiency improved by 50%.

Challenge

Running on Microsoft Business Solutions NAV V5 since 2005, Géant/MEDDIS needed an integrated, scalable financial accounting solution to modernize its legacy system across finance, purchasing/sales and payroll.

Results

The 8-month upgrade migrated 200 GB of data into the new system for 111 users across the single company entity, going live with 3 automated interfaces to the POS, purchasing and treasury systems.

Challenge

MWS Wire had customized on-premises Dynamics NAV to mirror a decades-old way of working and in 2023 decided to modernize accounting and distribution on a cloud platform, aiming to grow the business without adding headcount. A specific complication was pricing wire in many units of measure - length or weight, English or metric - across US and European operations.

Results

Automated vendor payments save the accounting team 10-20 hours per week. Shipment quantity tolerances now block over- or under-shipments outside plus/minus 10% (or stricter per-customer limits), quality-control test data is compiled directly in the system, and credit-card payments flow into Business Central through a secure portal instead of phone or email.

Challenge

Neovital Health ran an outdated Dynamics NAV 2015 system with significant data integrity issues from an errant production migration; its database contained 591 modified standard objects, many unused or obsolete customizations left by its previous partner.

Results

The company achieved a smoother, more intuitive operation with simplified warehouse procedures, going live in July 2021 with minimal disruption despite consultation peaks that month.

Challenge

Omega Industries, a supplier of mainline railroad crossings, ran on manual spreadsheet-based processes with poor visibility into purchases and inventory, and had spent five years on a stalled implementation of a proprietary non-Microsoft ERP that drained resources without going live.

Results

Phase one went live in about nine months, saving at least 30% of staff time by reducing manual work; quarterly inventory and payroll entries that took 4 hours to 2 days are now nearly instantaneous via Excel upload. Cloud access also kept billing and vendor payments running during a three-week cyberattack outage, and the company has signed on for the inventory phase.

Challenge

Finance and supply chain processes varied across regional operations; unstructured document management created data loss risks and administrative complexity, and compliance and secure access to sensitive business data required strengthening.

Results

Standardised business processes across all regions, improved financial visibility through centralised reporting, increased operational efficiency through workflow automation, and strengthened compliance with localisation features and audit trails.

Challenge

Rexel Ireland ran on an Oracle ERP system that could not reliably confirm stock levels and refreshed financial data only every few hours, which undermined customer confidence in stock accuracy and slowed business decisions.

Results

Following the implementation, master planning time fell from up to four hours to two minutes, stock count time was cut by at least half, inventory accuracy improved, and financial data now refreshes in minutes rather than every few hours.

Challenge

RWDI ran project management across a disjointed ERP, spreadsheets, and disconnected CRM and finance tools spanning 31 offices, producing duplicate data, inconsistent labor costing, and unreliable reporting.

Results

RWDI reports 2,000-3,000 hours saved annually, a 30% reduction in payment cycle time, and a month-end close shortened by two days, with more accurate labor costing and earlier identification of at-risk projects.

Challenge

Sanrio USA had run Lawson ERP on an AS/400 system for more than 20 years, and integrating it with more than 30 connected applications — including e-commerce, Amazon and third-party logistics — required rebuilding and retesting with every update. The initial implementation partner had made only 10% progress by month six of a planned seven-month project.

Results

Sanrio USA achieved a 30% improvement in real-time data capture and processing efficiency, migrated 100% off its legacy AS/400 environment to the cloud, and reached 100% accurate data interfaces across its 30+ integrations.

Challenge

When Sparck Technologies was carved out of French stock-listed Quadient in 2021, it had to stand up its own IT systems, including replacing SAP for production and Salesforce for CRM, on a six-month deadline that HSO initially considered impossible for a high-tech manufacturer.

Results

The ERP system went live well before the deadline, within budget and without weekend work, and post-go-live support proved largely unnecessary. More scope was delivered than originally planned, and a Dynamics 365 Field Service implementation is being prepared as the next phase.

Challenge

The freight carrier ran finance, fleet, and operational workflows across QuickBooks, Excel, and disconnected platforms. High transaction volumes and complex invoicing required extensive manual AR/AP entry, and inconsistent data left leadership without trusted KPIs.

Results

Hundreds of manual AR/AP entries per cycle were removed, processing of 1,200+ line invoices went from a multi-day manual effort to automated workflows, reconciliation cycles shortened from weeks to days, and the company doubled transaction volume without adding accounting headcount. Phase 1 was delivered on time and within budget in Q1 2026.

Challenge

Sultan Garden Center's legacy point-of-sale and ERP systems, in place for more than a decade, suffered from poor integration and limited scalability; a data synchronization failure disrupted inventory management and customer transactions.

Results

The rollout delivered a 20% increase in productivity, a 25% reduction in inventory holding costs and a 50% reduction in order processing times, alongside real-time inventory visibility and sales reporting.

Challenge

Sunshine 811, Florida's not-for-profit safe-digging notification service, billed over 1,000 members through manual assessment processes spread across multiple systems; invoices often went out several weeks into a new month and errors required IT intervention to fix.

Results

The organization reports $15,000 saved annually and 2+ weeks saved monthly, with 1,000+ members billed on automated monthly and annual schedules and revenue recognition on prepaid accounts handled via deferral schedules.

Challenge

The existing Navision system functioned adequately but offered no advancement potential; as market demands increased for speed, customization and digital capability, tewipack needed an ERP that could grow with the business rather than constrain it.

Results

The implementation was completed on time and within budget, eliminating manual order-release procedures that previously required daily phone coordination, with the ~2,000 m2 logistics center now dispatching shipments up to three times daily and cross-order picking bundling up to 8 different orders.

Challenge

TWG's previous ERP systems suffered from slow performance, poor user experience, manual reporting, no mobile accessibility, slow customer service, and error-prone manual processes across the company's four group companies.

Results

The company eliminated parallel Excel spreadsheets in Supply Chain, consolidated tasks into a single tool, and scaled B2C order volume from 20 to 400 daily orders during the pandemic surge without disruption.

Challenge

The legacy system was difficult to navigate, required opening multiple windows simultaneously, caused crashes, lacked user-friendliness, and created bottlenecks as the organization modernized other systems.

Results

Manual processes were eliminated, real-time financial and inventory data access was enabled, audit efficiency improved, board reporting was enhanced, and accounts payable controls were strengthened.

Challenge

The antiquated legacy ERP created operational bottlenecks through tedious manual data entry, lacked cross-platform connectivity, offered inflexible reporting, and faced imminent end-of-support status.

Results

Monthly invoice processing capacity doubled, from 530 in April 2023 to 796 in April 2026, real-time data accessibility improved decision-making, and the company grew without adding office overhead.

Challenge

Willmott Dixon's on-premises CODA financial and SAGE CRM systems were inefficient and nearing the end of technical support, and required heavy manual data entry that produced errors and limited visibility.

Results

The company reports hours saved monthly on manual finance tasks, improved forecasting visibility, and easier compliance with the security certifications required for government contracts.

Challenge

The charity's on-premise finance software could not be used effectively off site, manual reconciliation between Grant Tracker and the finance system took an hour twice a month, and report writing was limited despite complex charity reporting requirements.

Results

Grant reconciliation now runs 3x faster at 20 minutes twice a month, Business Central handles partial VAT exemptions the old software could not, and tailored reports are available on demand with remote access for staff.

Challenge

The complexity and rising cost of maintaining an on-premises Dynamics GP server was a bottleneck to growth, and the system made it challenging to get complete visibility into data as the company expanded to multiple locations.

Results

The Coupa integration built on Business Central cut credit card usage by more than half and boosted compliance with purchase request submissions from roughly 40% to 98%, giving the company complete visibility into its spending.

Challenge

Inventory management with spreadsheets and standard reports; seasonal demand variations and multiple warehouses

Results

Achieved $1 million+ inventory reduction and improved delivery rate from 79% to 99%