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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