- The client was using Dynamics 365 Business Central and Dynamics CRM to manage business operations, but the systems didn't sync well with each other.
- They were facing difficulties in getting finance, accounts, and sales operations smoothly and seeking a consistent data flow across platforms.
- They needed help integrating Office 365 products with their existing Dynamics environment for better collaboration across teams.
- The client required simplification of their banking and payment methods, as it was slow and outdated.
- Integration between Dynamics Business Central and Dynamics CRM was needed to improve data visibility and operations efficiency.
Cynoteck developed a customized solution to integrate their Business Central with other third-party tools.
Our experts integrated their sales, purchase, and finance modules.
Setup and linked banking processes to Dynamics Business Central to minimize manual activity.
Setup import/export functionality of bank transactions.
Integrated Dynamics Business Central to Dynamics CRM.
Streamlined Productivity
Our solution helped streamline workflows, provide better visibility into business operations, and improve overall efficiency.
Efficiency & Cost Savings
Automated their financial and banking functions and reduced total cost of ownership with low maintenance.
Scalable for Growth
Highly scalable platform designed to support future business expansion and accommodate growing operational demands with reliable performance.
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