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Cynoteck

June 29, 2021
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PROJECT DESCRIPTION

Challenge

  • Client was using LeafLink CRM for their sales process, Expensify for expense management and QuickBooks for financial process thus the business process urgently required a centralized system to mange all processes on a single platform.
  • Lack of centralized systemClient was using different software's to manage their various business process which they found difficult to update at various levels on frequent basis.

Solution Delivered

  • Phased approach for business migration to new platform.
  • Configured Dynamics Business Central essential and premium setups.
  • Integrated Dynamics Business Central with LeafLink via a customized solution.
  • Created LeafLink and Metric dependency via BC extension.
  • Managed Bi-Directional data flow between LeafLink and Business Central.
  • Integrated QuickBooks to Dynamics BC.
  • Integrated Expensify with Business Central.
  • Integrated PowerBI reporting.

Business Value

  • Better visibility of Sales and Financials data as the Financial data for the Sales data from CRM is visible in NAV.
  • Real-time information regarding expenses and revenue via reports by integrating Expensify with Dynamics BC.
  • Better visibility of business processes.
  • Simplified work processes and increased user productivity.
  • Highly scalable to support future business growth.
  • Smooth business transition to new system with zero downtime and negligible business impact.

Project Details

  • Technology

    Microsoft Power BI

  • Team Size

    4

  • Duration

    4 Month

N-Fuzed

PROJECT DESCRIPTION

Challenge

  • Client was using LeafLink CRM for their sales process, Expensify for expense management and QuickBooks for financial process thus the business process urgently required a centralized system to mange all processes on a single platform.
  • Lack of centralized systemClient was using different software’s to manage their various business process which they found difficult to update at various levels on frequent basis.

Solution Delivered

  • Phased approach for business migration to new platform.
  • Configured Dynamics Business Central essential and premium setups.
  • Integrated Dynamics Business Central with LeafLink via a customized solution.
  • Created LeafLink and Metric dependency via BC extension.
  • Managed Bi-Directional data flow between LeafLink and Business Central.
  • Integrated QuickBooks to Dynamics BC.
  • Integrated Expensify with Business Central.
  • Integrated PowerBI reporting.

Business Value

  • Better visibility of Sales and Financials data as the Financial data for the Sales data from CRM is visible in NAV.
  • Real-time information regarding expenses and revenue via reports by integrating Expensify with Dynamics BC.
  • Better visibility of business processes.
  • Simplified work processes and increased user productivity.
  • Highly scalable to support future business growth.
  • Smooth business transition to new system with zero downtime and negligible business impact.

Project Details

  • Technology

    Microsoft Power BI

  • Team Size

    4

  • Duration

    4 Month

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