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Referral2Sales

The US-based client offers all-in-one B2B referral solutions to help businesses grow their leads faster using email, social media, and advertising. 

Project Brief

The client used Dynamics Business Central and Dynamics CRM to manage their finances, accounts, and sales processes. However, they were struggling to streamline the operations. The client needed help introducing efficiency, integrating Office 365 products, simplifying banking and payment methods, and integrating Dynamic Business Central with Dynamics CRM. 

Solution Delivered

Cynoteck developed a customized solution to integrate their existing Dynamics Business Central modules with other third-party tools.  

Our experts integrated their sales, purchase, and finance modules

Setup and linked banking processes to Dynamics Business Central to minimize manual activity

Setup import/export functionality of bank transactions

Integrated Dynamics Business Central to Dynamics CRM

Value Delivered

Better visibility, simplified work processes and increased user productivity

Greater automation in banking and financial processes

Reduction in the overall cost of ownership with low maintenance cost

Highly scalable to support future business growth

Technology Stack

• Microsoft Dynamic Business Central Online

• Dynamics 365 Sales (CRM)

• Power BI

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