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Xerillion

The client is a managed IT services firm providing support, design, implementation, and maintenance services to around 170 companies across the United States of America.

Project Brief

The client was grappling with multiple reports because of two software environments, one for the sales process in Dynamics 365 and the other for the financial function in QuickBooks. Given the complexities, the client urgently sought to centralize the system to manage both on a single platform and could not find a solution in Dynamics 365 for their time entry and worksheets.

Solution Delivered

Cynoteck’s experts planned a phased migration and integration approach for a smooth transition and zero downtime.  

Configured Dynamics 365 for Financials (NAV) and Dynamics 365 for Sales (CRM) for added functionality and seamless dataflow between modules

Integrated QuickBooks to Dynamics 365 Financial Solution for added functionality

Integrated Dynamics 365 Finance with external systems for better reporting through Power BI

Time entry and integrated payroll application were set up from the extension marketplace

Value Delivered

Better visibility of Sales and Financial data from CRM in NAV

Real-time reports on expenses and revenue by integrating Power BI with Dynamics 365

Better visibility, simplified work processes, increased productivity, and future-ready

Smooth business transition with zero downtime and negligible business impact

Technology Stack

• Dynamics 365 Finance (NAV)

• Dynamics 365 Sales (CRM)

• Power BI

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