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CTS-Audits

The client is one of the leading third-party Lease Audit services companiesbased in the US. The company offers expertise in forensic accounting, building management, commercial real estate legal principles, building operating systems, lease and clause nuance, property owner billing structures and methodologies, and utility audits.

Project Brief

The client was grappling with performance issues with their existing CRM, as it was sluggish and did not offer much automation. The client required a faster solution that could help them automate their manual processes. They also wanted their vast amount of data to be migrated to the new environment.

Solution Delivered

Team Cynoteck suggested migrating from Infor CRM to Microsoft Dynamics 365 for tracking and managing their business processes.

Developed and configured Dynamics 365 solution

Set up a centralized database to manage information flow from various tools

Migrated Ksyns Flow to a much faster Microsoft Power Automate for quicker task creation, such as sending emails

Replaced Crystal Reports to SSRS Reports for more interactivity and data control

Value Delivered

Connected client's website to Portals, an MS Power platform capability, to extend Common Data Services to external audiences

Simplified work processes and increased productivity through automation

Smooth transition to the new environment with zero downtime and negligible business impact

Highly scalable to support future business growth

Technology Stack

• C# plugins

• Dynamics 365

• Mailchimp

• JavaScript, HTML

• SSRS report

• OneNote and SharePoint

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