Client was using Dynamics BC and Dynamics CRM to manage there financial, accounts and sales process. But they were not able to streamline there processes.
Client envisioned Cynoteck for:
Streamlining sales, purchase and finance process.
For integration with office 365 products.
For streamline there banking and payment methods.
For integrating their Dynamics CRM with Dynamics BC.
Solution Delivered
Developed a solution to integrate their already setup Dynamics BC modules and other third party tools.
Integrated there sales, purchase and finance module.
Setup and linked banking to Dynamics BC to minimize manual activity.
Setup import/export functionality of bank transactions in Dynamics BC to minimize manual activity.
Integrated Dynamics BC with Dynamics CRM.
Business Value
Better visibility of business processes.
Greater automation in banking and financial processes.
Simplified work processes and increased user productivity.
Low maintenance cost and reduced overall cost of ownership.
Highly scale-able to support future business growth.
Project Details
Technology
MS Dynamics Business central online,Dynamics 365 for Sales(CRM) , PowerBI
Client was using Dynamics BC and Dynamics CRM to manage there financial, accounts and sales process. But they were not able to streamline there processes.
Client envisioned Cynoteck for:
Streamlining sales, purchase and finance process.
For integration with office 365 products.
For streamline there banking and payment methods.
For integrating their Dynamics CRM with Dynamics BC.
Solution Delivered
Developed a solution to integrate their already setup Dynamics BC modules and other third party tools.
Integrated there sales, purchase and finance module.
Setup and linked banking to Dynamics BC to minimize manual activity.
Setup import/export functionality of bank transactions in Dynamics BC to minimize manual activity.
Integrated Dynamics BC with Dynamics CRM.
Business Value
Better visibility of business processes.
Greater automation in banking and financial processes.
Simplified work processes and increased user productivity.
Low maintenance cost and reduced overall cost of ownership.
Highly scale-able to support future business growth.
Project Details
Technology
MS Dynamics Business central online,Dynamics 365 for Sales(CRM) , PowerBI
Team Size
2
Duration
1 Month
Industry
IT Services
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