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Align customer data with customer insights to enhance customer engagement and track real-time journeys with advanced Dynamics Customer Insights – driving growth and building strong customer relationships.
Talk to Our ExpertThe solutions provided by Cynoteck Technology Solutions Pvt. Ltd. for the third-party customers of their client have benefited the business significantly over the years. Their team works extremely effectively on every project.
- Andrea Venezia
CEO & Founder, Alto Palo
Cynoteck customizes solutions upon understanding business goals, needs, challenges, and preferences, offering intuitive yet powerful tools.
Understand your customers' behavior by using demographics, AI-driven data, and tracking their history. With Dynamics 365 Customer Insights, you can access valuable data, including customer preferences, challenges, and other important information, to foster engagement and build strong relationships.
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We are appreciated as a Microsoft Solutions Partner and are proud to be listed by the top B2B brands worldwide.
Cynoteck ensures customer satisfaction, which leads us to be a top brand in providing the best Microsoft Dynamics 365 CRM services – helping businesses across customer service, marketing, sales, and project operations.
Accredited
Power Platform Functional Consultant
Certified
Analyzing and Visualizing Data with Microsoft Power BI
Certified
MB-200: Microsoft Power Platform Functional Consultant Core
Certified
Microsoft MCSD (Microsoft Certified Solutions Developer)
Certified
Dynamics 365 Business Central Functional Consultant
Technologies come with different challenges and requirements to meet their business goals – we implement Dynamics 365 CRM after acknowledging their core needs to drive satisfactory results.
The client struggled with fragmented processes across sales, purchasing, banking, and global entities, leading to manual vendor payments, cumbersome reconciliation, and poor data accuracy across locations.
Cynoteck redesigned and automated workflows in Business Central—integrating banking, automating currency exchanges, vendor payments, asset setups, and reconciliation—delivering centralized financial operations with real-time visibility and zero downtime.
Manual invoice extraction from PDFs was time-consuming, error-prone, and inefficient, with high volumes bogging down teams and increasing risk. A seamless integration into Business Central and SharePoint was needed.
Cynoteck developed an AI-powered Canvas App combined with Power Automate to extract invoice data from emails, organize information, store PDFs in SharePoint, and seamlessly update Business Central—reducing errors and processing time while improving accuracy.
The CPA/advisory client lacked structure in sales process management, struggling with disorganized information, poor data retrieval, and the absence of pipeline visibility or forecasting.
Cynoteck configured Dynamics CRM end-to-end—defining pipelines, dashboards, revenue forecasts, and scalable reports—instilling structured sales processes, insightful analytics, and automation for better productivity and customer satisfaction.
The lease-audit firm faced a sluggish CRM (Infor) with minimal automation and frequent performance issues, struggling with massive data migration and inefficient workflows.
Cynoteck migrated their CRM to Dynamics 365, configured centralized database workflows, replaced flows with Power Automate, upgraded reporting to SSRS, and enabled zero-downtime transition, fostering scalable, automated operations.
We believe in offering customized solutions after deep analysis by experts, ensuring customer satisfaction and access to advanced tools.
Our dedicated team of experts ensures that we deliver projects tailored to specific business needs and provide guidance on enhancing their performance.
Cynoteck has completed over 160 Dynamics 365 projects, empowering businesses with advanced capabilities to boost efficiency and productivity.
In our 16-year journey, we have addressed various scenarios across different industries, enhancing their capabilities and customer relationships.
Willing to simplify customer interaction and build long-term relationships? Just go with Microsoft Dynamics 365 Customer Insights by Cynoteck. Contact us to request a demo or for more information!
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