Business Central Integration with QuickBooks and D365 Sales module

By Pooja Sharma / May 28, 2020

Business Central Integration with QuickBooks and D365 Sales module PROJECT DESCRIPTION Challenge Client was using Dynamics CRM for their sales process and Quick Books for financial process thus the business process urgently required a centralized system to mange both on a single platform. Client was unable to create reports due to distributed software they were…

June 5, 2020
Business Central Integration with QuickBooks and D365 Sales module

Business Central Integration with QuickBooks and D365 Sales module PROJECT DESCRIPTION Challenge Client was using Dynamics CRM for their sales process and Quick Books for financial process thus the business process urgently required a centralized system to mange both on a single platform. Client was unable to create reports due to distributed software they were…


Business Central Integration D365 Sales module

By Pooja Sharma / May 28, 2020

Business Central Integration D365 Sales module PROJECT DESCRIPTION Challenge Client was using Dynamics BC and Dynamics CRM to manage there financial, accounts and sales process. But they were not able to streamline there processes. Client envisioned Cynoteck for: Streamlining sales, purchase and finance process. For integration with office 365 products. For streamline there banking and…

June 5, 2020
Business Central Integration D365 Sales module

Business Central Integration D365 Sales module PROJECT DESCRIPTION Challenge Client was using Dynamics BC and Dynamics CRM to manage there financial, accounts and sales process. But they were not able to streamline there processes. Client envisioned Cynoteck for: Streamlining sales, purchase and finance process. For integration with office 365 products. For streamline there banking and…


Setup Business Central for Financial Tracking of Retail Business

By Pooja Sharma / May 28, 2020

Setup Business Central for Financial Tracking of Retail Business PROJECT DESCRIPTION Challenge Client was using wave application to manage its financial and accounts. Their sales and purchase processes were maintained manually using different software’s. Client envisioned Dynamics Business Central for: Streamlining sales, purchase and finance process. Better inventory management. Minimize manual banking processes and bank…

June 5, 2020
Setup Business Central for Financial Tracking of Retail Business

Setup Business Central for Financial Tracking of Retail Business PROJECT DESCRIPTION Challenge Client was using wave application to manage its financial and accounts. Their sales and purchase processes were maintained manually using different software’s. Client envisioned Dynamics Business Central for: Streamlining sales, purchase and finance process. Better inventory management. Minimize manual banking processes and bank…


Business Central implementation and LeafLink Cannabis CRM integration

By Pooja Sharma / May 28, 2020

Business Central implementation and LeafLink Cannabis CRM integration 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 system-Client was using different software’s…

June 5, 2020
Business Central implementation and LeafLink Cannabis CRM integration

Business Central implementation and LeafLink Cannabis CRM integration 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 system-Client was using different software’s…


Business Central implementation with ChargeLogic integration for Payment Automated reconciliation

By Neeraj Maurya / May 28, 2020

Business Central Implementation with ChargeLogic integration for Payment Automated reconciliation PROJECT DESCRIPTION Challenge Client was using Sage CRM for their sales process 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 system-Client was using different software’s to manage their…

July 1, 2020
Business Central implementation with ChargeLogic integration for Payment Automated reconciliation

Business Central Implementation with ChargeLogic integration for Payment Automated reconciliation PROJECT DESCRIPTION Challenge Client was using Sage CRM for their sales process 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 system-Client was using different software’s to manage their…


Sondware Communication Widget

By Pooja Sharma / March 30, 2019

Sondware Communication Widget PROJECT DESCRIPTION Challenge Solgari provides Compliant & Integrated Omni-Channel Cloud Communication Services to FinTech, Financial Services, ecommerce, Retail, Logistics, Recruitment & Government customers. Solgari was using different channels to communicate with their clients. They wanted an integrated solution within Dynamics CRM 365 to initiate all communication without leaving the CRM. Solution Delivered…

June 15, 2020
Sondware Communication Widget

Sondware Communication Widget PROJECT DESCRIPTION Challenge Solgari provides Compliant & Integrated Omni-Channel Cloud Communication Services to FinTech, Financial Services, ecommerce, Retail, Logistics, Recruitment & Government customers. Solgari was using different channels to communicate with their clients. They wanted an integrated solution within Dynamics CRM 365 to initiate all communication without leaving the CRM. Solution Delivered…


Dynamics 365 For Financials Implementation

By Pooja Sharma / July 7, 2014

Dynamics 365 For Financials Implementation PROJECT DESCRIPTION Challenge Client organization was using Dynamics 365 for sales to manage their sales process and Quickbooks to manage the financial operations. Lot of manual activities leading to delay and higher cost of operation. They approached Cynoteck to find a comprehensive solution to manage the financial processes effectively and…

June 15, 2020
Dynamics 365 For Financials Implementation

Dynamics 365 For Financials Implementation PROJECT DESCRIPTION Challenge Client organization was using Dynamics 365 for sales to manage their sales process and Quickbooks to manage the financial operations. Lot of manual activities leading to delay and higher cost of operation. They approached Cynoteck to find a comprehensive solution to manage the financial processes effectively and…


Dynamics CRM Sales Process Customization

By Pooja Sharma / July 7, 2014

Dynamics CRM Sales Process Customization PROJECT DESCRIPTION Challenge Client’s sales team was facing difficulties to get details about the sales process of the company. In actual, the company was looking for a systematic approach to selling their services and organize their sales process. The company also wanted to map their sales process to improve the…

June 15, 2020
Dynamics CRM Sales Process Customization

Dynamics CRM Sales Process Customization PROJECT DESCRIPTION Challenge Client’s sales team was facing difficulties to get details about the sales process of the company. In actual, the company was looking for a systematic approach to selling their services and organize their sales process. The company also wanted to map their sales process to improve the…


Dynamics CRM Integration Development

By Pooja Sharma / May 1, 2014

Dynamics CRM Integration Development PROJECT DESCRIPTION Challenge Real China Group has a CRM software to handle their customer services and numerous other tasks. The company was facing difficulties in using it appropriately and required some customization according to their business needs. Along with CRM integration, The Company was looking to integrate their outlook, OneNote, and…

June 15, 2020
Dynamics CRM Integration Development

Dynamics CRM Integration Development PROJECT DESCRIPTION Challenge Real China Group has a CRM software to handle their customer services and numerous other tasks. The company was facing difficulties in using it appropriately and required some customization according to their business needs. Along with CRM integration, The Company was looking to integrate their outlook, OneNote, and…