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Case Studies & Customer Stories

case studies

mscrm-addons.com is very proud of developing solutions which allow our customers all over the world to perform their daily business with Microsoft Dynamics 365 more efficiently. Our innovative add-ons extend Dynamics 365 with useful functionalities and close existing gaps. We want to share our customer success stories with you, showcasing how mscrm-addons.com products get the most out of Microsoft Dynamics 365.

NebraskaLink Case Study Click to read full Case Study

NebraskaLink - DocumentsCorePack

  Challenge: time-intensive document creation

Solution: DocumentsCorePack - the #1 document automation solution 

Publication Date: April 2018

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Our goal of finding a streamlined process for creating and distributing quotes efficiently has been realized thanks to MSCRM-ADDONS.COM. We continue to find excellent uses for the plug-in and hope to continue to improve our processes as the products are enhanced.​

Service Assurance Manager

Kasey Robinson, 

 

Systemair Case Study Click to read full Case Study

Systemair & Sievers Group - Power package

  Challenge: create professional documents (PDF & Word) directly out of CRM.

Solution: a mix of our most productive MSCRM-ADDONS.

Publication Date: April 2017

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We were presented with many challenges, which we were able to quickly solve thanks to a cooperation with MSCRM-ADDONS. They thus play a decisive role in the project’s success and have increased productivity in the provision of services for our customer

Sievers Group

Martin Welling, 

 

Kelly Roofing Case Study Click to read full Case Study

Blanchard and Company, Inc. - DocumentsCorePack

  Challenge: Installing a robust, yet flexible document merge solution.

Solution: DocumentsCorePack to automate order and shipping confirmation documents

Publication Date: January 2016

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We at Blanchard are very pleased with the product and would highly recommend mscrm-addons products to anyone looking for a robust yet flexible document merge and delivery solution.

Blanchard Company, Inc

Ed Glover, 

 
Kelly Roofing Case Study Click to read full Case Study

Kelly Roofing - AttachmentExtractor

  Challenge: All entity-related attachments at a glance.

Solution: Move attachments from CRM to SharePoint and reduce costs.

Publication Date: August 2015

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AttachmentExtractor has saved us countless hours from dragging and dropping files into folders. And, by storing the files in SharePoint, it keeps monthly CRM costs to a minimum.

CEO

Ken Kelly,