Dynamics 365 · Reporting & Integration · Case Study
Managed IT Services Firm.United States
This managed IT services firm no longer pulls separate reports from two disconnected systems; sales and finance now share one connected view.
500+
Successful Projects
15+
Countries Served
90%
Client Retention Rate
What if a leadership meeting never had to start with ‘whose numbers are we using today’?
That question came up too often at this managed IT firm. Cynoteck connected the systems, so it stopped.
We've helped enterprises transform operational complexity into scalable, high-impact technology solutions. Tell us your challenge, and we'll map the path to success.
Our client is a managed IT services firm that provides support, design, implementation, and maintenance services to about 170 companies across the United States and runs its sales and financial operations in two separate systems.
The client wanted one clear, shared view of sales and financial performance rather than reconciling numbers from two different systems by hand.
Dynamics 365 and QuickBooks weren't talking to each other, and neither system had a proper home for time entry. The client needed everything to report from the same source.
A connected Dynamics 365 environment where sales, financials, time entry, and payroll all report from the same unified platform.
Running sales through one system and financials through another might work day to day, but it falls apart the moment someone needs the full picture.
The client managed two separate software environments for sales and financial operations, with no shared connection between them.
Pulling reports from both Dynamics 365 and QuickBooks created confusion and slowed down management decisions.
The client urgently needed to bring sales and financial functions together onto a single, integrated platform.
Dynamics 365 had no adequate solution for the client's specific time entry and worksheet management needs.
Cynoteck configured Dynamics 365 so sales and financial data finally flowed through one connected system.
Here's what changed for this managed IT firm's leadership team once the systems connected.
We've helped enterprises transform operational complexity into scalable, high-impact technology solutions. Tell us your challenge, and we'll map the path to success.
The real win for this client wasn't just an integration. It was leadership finally trusting the numbers in front of them.
Users can now manage sales and financial data from CRM directly inside NAV, instead of switching between systems.
Real-time reports on expenses and revenue are now possible by connecting Power BI directly with Dynamics 365.
The business moved to its new connected setup with no downtime and minimal impact on daily operations.
“Cynoteck Technology Solutions Pvt. Ltd.'s work has met the mark time and time again. Customers can expect a professional team that gets the job done. Most of all, they're flexible and understanding of the client's limited resources.”
— Robert Stout, CFO, The Sports Facilities CompaniesThis project reflects how Cynoteck approaches every reporting integration, connecting systems so leadership can finally trust a single set of numbers.
We connect CRM and financial systems so leadership stops reconciling two different sets of numbers.
We've linked QuickBooks to Dynamics 365 before and know exactly where the data mismatches usually hide.
Our team builds reporting connections that pull real, current numbers, not static exports that go stale.
When a platform like Dynamics 365 doesn't cover something, like time entry, we find and configure the right extension instead of building from scratch.
We plan system changes to happen quietly in the background, so daily work continues without interruption.
78% of our clients on this kind of project return for more, often to solve the next connected piece of the puzzle.
Whether you're adopting AI, optimizing your CRM, or building something from the ground up, we'll help you make it happen, and turn your vision into reality.
We’ll respond within 24 hours with next steps.