Simplifying Business Operations: A Dynamics 365 BC Solution for Banking, Inventory, and Finance
The Australia based client is a private advisory firm providing strategic growth, deal management, and advanced business analytics services. They have worked with a broad spectrum of industries, including investment and finance, media, technology, trading and contracting, telecom, construction, real estate development, and governments.
Project Brief
The client had difficulty managing and streamlining different business processes. They used Wave application to manage their finances but managed their sales and purchases manually using additional software. The client wanted simplified sales, purchase, and financial processes, better inventory control, minimized banking processes & bank reconciliation, and third-party integrations.
Solution Delivered
Cynoteck developed a Microsoft Dynamics Business Central solution with customizations within Dynamics BC for integration with external systems.
Our experts set up purchases, payables, sales, and receivables
Setup and linked banking processes to Dynamics Business Central to minimize manual activity
Identified automation opportunities along with the client and provided new automated features
Created customized functionalities for third-party app integrations
Value Delivered
Streamlined core business processes on a single cloud platform
Better visibility, simplified work process, increased user productivity, and future-ready
Greater automation in banking and financial processes
Reduction in the overall cost of ownership with low maintenance cost
Technology Stack
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