The document outlines Synoptek's support services for Microsoft Dynamics 365 CRM, detailing enhancements such as integration with ArcGIS and Dynamics AX, and improvements in user approval processes. It emphasizes the client's need for synchronization of business operations, which ultimately resulted in improved sales performance and customer service. Synoptek, established in 2001, is a global systems integrator offering comprehensive IT management services.

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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Founded in 2001,
headquartered in Irvine, CA
In 2018, Synoptek took a large step
and commitment to its market and
partners by becoming a global
technology company focused on
end-to-end enterprise software
solutions and services.
Employees
• Irvine, CA
• Sacramento, CA
• Boise, CA
• Denver
• Chicago, IL
• Boston, MA
• New York, NY
• Rochester, NY
• Las Vegas, NV
• Saint John, Canada
• Ahmedabad, India
• Pune, India
800+
Clients Globally
2000+
Locations
Synoptek is a Global Systems
Integrator and Managed IT Services
Provider offering Comprehensive IT
Management and Consultancy
Services to organizations worldwide.
Microsoft Competencies

4. 888.796.6783www.synoptek.com Synoptek @synoptekservice@Synoptek
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