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Case Studies
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.
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.
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
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
