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Industry

Healthcare Technology

Location

Austin, Texas, USA

Table of Content

SAGE to Dynamics Business Central Migration
SAGE to Dynamics Business Central Migration
Project Overview
The Client is a US-based IRS dispute and a controversy resolution consulting company
Challenge
  • The client needed a unified system to streamline their business operations.
  • They used separate systems: SAGE CRM for sales management and QuickBooks for financial operations.
  • Required a centralized system to manage all business operations.
  • Faced difficulties in updating and streamlining processes across different business levels.
  • Lack of real-time visibility; increased manual work and data duplication.
Our Solution
Solution Dashboard

  • Cynoteck adopted the phased approach to migrate processes to Microsoft Dynamics Business Central. 

  • Configured essential setups in Dynamics Business Central. 

  • Integrated ChargeLogic for secure payment services. 

  • Enabled bank reconciliation and external payments outside Business Central. 

  • Integrated QuickBooks and Expensify with Dynamics Business Central. 

Impact/Outcome

Enhanced NAV Integration

Enhanced sales and financial data transparency within the NAV system.

Real-Time Financial Analytics

Comprehensive visibility and instant updates on expenses and revenue streams.

Seamless System Transition

Effortless migration process with zero downtime and negligible business disruption.

850+ Projects Delivered
60+ Customers & Partners
72% Repeat Business Rate

Our Technology stack

RDLC Reporting RDLC Reporting
AL Programming AL Programming
VS Code VS Code
Testimonials

Our commitment to excellence

Our commitment to excellence is reflected in our clients’ experiences

View All
Testimonial-quote

Team Cynoteck is professional, efficient, and extremely helpful. They all are very proficient in CRM and have help guided our firm for the last year. Each of the team members at Cynoteck that we have interacted with are a real team player.

CN

Cindy Wyly

Marketing Manager – MGO, LLP

Real-World Results

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