The client required support for their existing Dynamics 365 platform to help them synchronize business operations, reduce complexity, and improve sales and service performance. They asked Synoptek to integrate CRM with Dynamics AX and Dealer Service System.

1. MICROSOFT DYNAMICS CRM
SUPPORT SERVICES
BUSINESS CASE

2. © 2020 Synoptek, LLC. All Rights Reserved
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Dynamics 365 CRM Support Services
Our support services included:
• Modified the existing Travel plan entity by optimizing the form, replacing Kendo UI grid with HTML
grid, managing the check-in and check-out of the salespeople who visits the dealer, and maintaining
the records in the Appointment entity of CRM.
• Integrated CRM with ArcGIS map for viewing location details of business partners, retailers, and
dealers.
• Managing the user approval process, where any new user created gets approved by the
management and is assigned a Customer Account Number (CAN), and any changes in the profile
are reflected automatically.
• CRM integration with Dynamics AX 2012 R2. The integration was CRM to AX where all updates
were mapped from CRM to AX, including creating and updating user accounts.
• Also integrated CRM Case entity with dealer management system, where with any new ticket raised
in dealer management system, a new case is created in CRM by the customer service team.
Chatting feature is also implemented in the dealer management system which is again managed
through CRM.
Our client required support for their
existing Dynamics 365 platform to help
them synchronize business operations,
reduce complexity, and improve sales and
service performance. They asked us to
integrate CRM with Dynamics AX and
Dealer Service System.
A leading cement materials manufacturing
company.
• Our services enabled the client address technical issues quickly, deepen professional
expertise, and maximize ROI
• Faster, more responsive platform
• Enabled a comprehensive view of clients and prospects
• Improved sales performance and customer service
• Allowed the business to provide better customer service
Client
Business Need
Solution
Benefits

3. © 2020 Synoptek, LLC. All Rights Reserved
Synoptek Overview
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In 2018, Synoptek took a large step
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4. 888.796.6783www.synoptek.com Synoptek @synoptekservice@Synoptek
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