Dynamics 365 · Reporting & Integration · Case Study
Managed IT Services Firm.United States
One Dashboard for Sales Numbers and Financial Numbers, Finally
This managed IT services firm no longer pulls separate reports from two disconnected systems; sales and finance now share one connected view.
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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.
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Meet Managed IT Services Firm
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.
Challenge
The client wanted one clear, shared view of sales and financial performance rather than reconciling numbers from two different systems by hand.
Opportunity
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.
Outcome
A connected Dynamics 365 environment where sales, financials, time entry, and payroll all report from the same unified platform.
Two Systems, Two Sets of Numbers
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.
Connecting Sales, Finance, and Everything Between
Cynoteck configured Dynamics 365 so sales and financial data finally flowed through one connected system.
Technology Stack
Before & After: How Reporting Changed
Here's what changed for this managed IT firm's leadership team once the systems connected.
- Sales and financial operations ran through two separate systems
- Reports from Dynamics 365 and QuickBooks often didn't match
- Management struggled to get one clear view of the business
- Time entry and worksheet management had no proper system
- Payroll relied on tools disconnected from the core platform
- Reconciling numbers across systems took real manual effort
- Leadership decisions were slowed down by inconsistent reporting
- Scaling operations meant scaling the reporting confusion too
- Dynamics 365 Financials and Sales run side by side, sharing data
- QuickBooks connects directly to the Dynamics 365 Financial solution
- Power BI reporting gives leadership one connected view of the business
- Time entry now runs through a proper system built for the purpose
- An integrated payroll application closes the remaining gap
- Reconciling sales and finance numbers takes minutes, not hours
- Leadership meetings start from one shared, trusted set of numbers
- The whole setup transitioned with zero downtime
Got a Similar Challenge?
Let's Solve It Together.
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 Impact: Sales and Finance, Finally in Sync
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 CompaniesWhy Organizations Choose Cynoteck
This project reflects how Cynoteck approaches every reporting integration, connecting systems so leadership can finally trust a single set of numbers.
Sales and Finance, One Source of Truth
We connect CRM and financial systems so leadership stops reconciling two different sets of numbers.
QuickBooks-to-Dynamics Specialists
We've linked QuickBooks to Dynamics 365 before and know exactly where the data mismatches usually hide.
Power BI Reporting That Leadership Trusts
Our team builds reporting connections that pull real, current numbers, not static exports that go stale.
Filling the Gaps Dynamics Leaves Open
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.
Transitions Your Team Barely Notices
We plan system changes to happen quietly in the background, so daily work continues without interruption.
A Relationship That Grows Project to Project
78% of our clients on this kind of project return for more, often to solve the next connected piece of the puzzle.
Let's build something great together !
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.
- Free 45-minute discovery call with a senior solution architect
- No-obligation roadmap tailored to your specific challenge
- Transparent pricing. Agile delivery. Full accountability.
- 18+ years delivering successful IT solutions across 15+ countries
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