CASE STUDY | MICROSOFT DYNAMICS 365 Before Sharpe Group made the switch to Microsoft Dynamics 365, they had historically been using a software program called GoldMine CRM to help them manage and generate reports and data. Though Jim Ross, Chief Executive Officer at Sharpe Group, says GoldMine’s reports worked well at the time between GoldMine and Solomon, the company’s accounting software, they began to consider other solutions in 2010 when they upgraded from Version 4.0 to 9.5 of Goldmine. Ross recounts that GoldMine was “falling away,” and “Salesforce and Dynamics were taking its place.” Meanwhile, Solomon was also losing fire, and the company moved to QuickBooks accounting software, which proved to be incompatible with GoldMine. THE SITUATION Originally, Sharpe Group signed with a c

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