Production Job Tracking Solution (PJTS)

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Are you in search of an effective solution to manage shop floor jobs?

Production Job Tracking Solution (PJTS), developed as an add-on to Dynamics 365 for Finance and Operations, is an easy-to-use solution that gives you complete visibility and control of a job performed in the manufacturing process. It provides a single screen to monitor and manage all the tasks within a specific job in a production order. With this, users can effectively keep an eye on shop floor job as it progresses from creation to completion.

High-level Functionalities

  • Job Status Tracking and Updating
  • Job Listing
  • Raw-material Consumption
  • Route Utilization
  • Note Attachment
  • Status Resetting
  • Production Re-routing
  • Revision History and Comparison
  • PJTS Reporting

Key Benefits

  • Better visibility into operations
  • Time savings
  • Improved capacity planning
  • Increased employee productivity
  • Reduced manual efforts
  • Improved decision making

Dynamics Pricing Assistant (DPA)

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Are You Making the Right Pricing Decisions?

Developed as an add-on to Dynamics 365 for Sales, DPA helps companies determine best sales price of any particular product through approval workflows on discount levels. This add-on not only helps sales people get faster approvals on discounts and generate high-quality quotes, but also enables management to get insights to price-margin analysis on various products.

High-level Functionalities

  • Global Settings to define the discount type and set approval levels
  • Pricing Extension to determine the accurate pricing structure
  • Quotation Extension to create a winning quote

Key Benefits

  • Provision of adequate discounts to customers
  • Determination of best sales price
  • Improved price visibility
  • Increased deal-close rate
  • Elimination of pricing errors
  • In-depth analysis of price margin

Business Intelligence and Artificial Intelligence

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Extract Value From Data That Help You Make and Predict Data Driven Decisions

The right data, at the right time, can help make intelligent and informed decisions to create competitive and visionary organizations. Microsoft Business Intelligence (BI) and Artificial Intelligence (AI) offers everyone in your organization a powerful new way to work and excavate the hidden value in data assets to facilitate informed decisions. With advanced analytics, you can save time and money by optimizing resources and decision making, with accurate, continuously improving forecasting models. Experience AI to drive digital transformation with powerful tools and services that empower your business.

Synoptek offers a complete range of BI, predictive analytics, AI as well as prescriptive and preventive maintenance services combined with expertise in data management and data integration to provide information that is tailored for your needs. We capitalize on robust BI technologies such as Microsoft BI Stack (SSIS, SSRS, SSAS), visualization and self-service BI through Microsoft Power BI for Office 365, Azure Data Factory, Azure SQL Data Warehouse, and Azure Analysis Service, coupled with predictive analytics techniques through sales forecasting models, IoT and machine learning services.

Accelerate digital transformation by taking advantage of the power of data analytics, AI, Internet of Things, machine learning, and cloud computing.


Synoptek Client Testimonial – Champion

Dave Hofmeister (CIO)


Champion CIO, Dave Hofmeister talks about how Synoptek, a trusted partner, is helping Champion put together their BI strategy for complete visibility into operations including sales, marketing, financial, and manufacturing performance.



Make Quicker, Informed Decisions: Predictive analytics lets you instantly and easily dig into your data and gather insights into various external dynamics and market factors, as well as your internal operations, so that you can prepare and streamline your organization for increased efficiency ultimately aligning for more profitable outcomes.

Better Visualization of Your Data: Having data is great but being able to determine the story that the data tells is what matters most. Build enterprise-scale analytic solutions and deliver comprehensive dashboards, scorecards, and reports. With data visualization, you can understand the significance of all of your business data by transforming it into simple and easy-to-understand visual context.

360-degree View of Organization: Business intelligence helps you manage business data effectively and efficiently by providing an integrated, centrally managed, and trusted data source. This allows you to drill down to the nitty-gritty in just a click, saving effort and time.

Why Choose Synoptek for Business Intelligence Services ?

  • Implementation best practices: Synoptek’s comprehensive Business Intelligence (BI) and Artificial Intelligence (AI) services help organizations stay on top of information, enabling better decisions, improved competitive advantage and enhanced ROI. We blend deep industry knowledge, advanced statistical methods, technologies and platforms like Azure, Power BI, SQL data warehouse, IoT, and Machine Learning to build exceptional BI solutions.
  • Adaptability and flexibility: With our agile development approach, adaptability and flexibility are easily managed to deliver optimum business results. Our BI and AI services ensure that you have timely access to high quality data—data that is meaningful, complete, and accurate.
  • Resource expertise: From developing standard BI tools to building advanced analytics and AI-based solutions, Synoptek’s BI experts have delivered success stories across multiple domains. The team collaborates with your SMEs to segment and analyze data from multiple data sources (be it structured or unstructured) and provide intelligent insights related to your products, sales, customers, and more.
  • Capabilities and competencies: We are a Microsoft Partner with a Gold competency in Data Analytics and expertise in Microsoft Power BI and data warehousing technologies. With our proficiency in areas such as data warehouse, dimensional data modeling, online analytics processing, sales forecasting, IoT, and more, we help you design and develop data management solutions to match the information demands of your business.
  • Complete suite of support services: At Synoptek, we understand the power of data analytics. From defining BI and AI strategy and road maps to providing data analytics, we develop end-to-end BI and AI based solutions that allow you to build an enterprise-wide analytics culture.


Solutions for Business Intelligence: Whizzy BI

Even with an ERP in place, are you able to leverage its rich data points into visuals, reporting, and useful analytics? With Whizzy BI, a business intelligence solution, you can 30+ pre-defined reports, custom build your own, and put all that data into action.

  • Data Extraction – Data is consolidated from heterogeneous data sources
  • Data Processor – Data extracted from sources is transformed, cleansed and undergoes quality check
  • Data Warehouse – Data is staged into warehouse with all historical data used for reports and analytics
  • Analytical Layer – Cubes give a 360 view of data while dimension and measures create KPIs
  • Data Visualization – Dashboards, reports, KPIs are available using Power BI, SSRS and other visualization tools

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Dynamics 365 – LOB Integrator (DLI)

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Are you able to work seamlessly across multiple business applications?

Developed as an add-on to Dynamics 365 for Finance and Operations, DLI facilitates data integration by connecting Dynamics 365 for Finance and Operations and Line of Business (LOB) applications. It removes data silos and helps users stay updated with the latest information floating across the organization.

High-level Functionalities

  • Continuous data integration
  • Real-time data modification
  • User authentication
  • Error logging

Key Benefits

  • Time savings
  • Better decision making
  • Reduced IT costs
  • Increase enterprise visibility
  • Improved integration between various environments

Whizzy BI

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Transform data into customizable, content-rich business intelligence

Get a dynamic and holistic view of your business with Whizzy BI. Our full-service business intelligence solution extends the inherent analytics capabilities of most ERP systems with more than 30 additional pre-defined reports and additional capability to build custom reports tailored to your specific business needs. This BI solution helps better monitor business processes, provide historic data for efficient decision-making, and leverage performance KPIs and goal tracking with reports currently unavailable in Dynamics AX readily, and Data Warehouse creation in real time at the backend available for future BI reporting using Microsoft’s business intelligence stack including PowerBI and Office 365.

Face Your Business Intelligence Challenges Head On

ERP systems are excellent at organizing and storing massive amounts of data in a logical manner but fall far short in terms of reporting and the required analysis capabilities required to make the most use of the data. When it comes to managing and making use of data, there is a certain degree of uncertainty while navigating the incredible amount of data that ERPs gather and working around limitations that arise in the ERP’s BI capabilities. Whizzy BI helps decision makers tackle the following common challenges:

  • Unlock data buried in systems
  • Reduce the cost of producing reports
  • Deliver self-service reporting and analysis
  • Report and analyze across multiple systems


How it Works


Whizzy BI Solution

Watch the video to know more on how the data is processed through all the five layers of this BI solution resulting into analytics and reports generation.





Maximize Organizational Effectiveness with Whizzy BI

Whizzy BI’s powerful ERP analytics capabilities help organizations move beyond traditional reporting with user-centric visibility into their data enabling them to make data-driven decisions, stay competitive, and push businesses forward. The BI Solution generates analytics that are not available in the ERP System with cross module reports and interactive dashboards, which can help operations:

  • Improve performance with better decision making
  • Provide ready-to-use dashboard templates
  • Manage and access structured and unstructured data
  • Scheduled refresh of data from the ERP to data warehouse
  • Collaborate and share dashboards and reports


Functional Coverage

Project Portfolio

Delivery Fulfillment Planner (DFP)

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Are you looking for an effective delivery scheduling tool that can help you deliver orders to the demands of customers?

Developed as an add-on to Dynamics 365 for Finance and Operations, Delivery Fulfillment Planner (DFP) is an easy-to-use solution that helps users track and communicate tasks, and schedule order/item deliveries based on the customer’s request for a preferred delivery date. It is an extension to the existing Master Planning module of Dynamics 365 (i.e. CTP and ATP functionalities) to derive order delivery date.

High-level Functionalities

  • Incorporation of customer-driven delivery date
  • Automatic case creation
  • Automatic planner assignment
  • Activity logging and auditing
  • Delivery tracking

Key Benefits

  • Customer’s preferred delivery date selection
  • Improved on-time delivery
  • Reduced operational costs
  • Increased customer satisfaction

Bank Payment Automation (BPA)

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Are you in search of a powerful solution that can help you make bank payments easy and quick?

Processing bank payments such as vendor bills, customer refunds, and employee payments is a complicated and time consuming task. Your ERP may provide payment tracking and posting information, but it does not help make bank payments directly. Developed as an add-on to Dynamics 365 for Finance and Operations, BPA allows you to process bank payments directly from Dynamics 365 by establishing a secure connection between Dynamics 365 and the bank’s payment system.

High-level Functionalities

  • Generation of payment request on single click
  • Full tracking of payment history
  • Validation of payment transactions

Key Benefits

  • Process bank payments automatically
  • Schedule payments for the desired period
  • Reduce exposure to risk and error
  • Save time by reducing the payment processing cycle
  • Handle payments securely and accurately

Marketplace Connector Component (MCC)

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Are you looking to integrate e-commerce with Dynamics 365?

Developed to help organizations deliver consistent shopping experiences across different channels, MCC is a robust integration platform that streamlines communication between Dynamics 365 for Finance and Operations and multiple online marketplaces. It provides an automated, bi-directional integration solution, which makes product listing and the order management process faster and less labor-intensive.

High-level Functionalities

  • Robust dashboard
  • Product selection and listing
  • Inventory and order management
  • Order return
  • Notifications
  • Campaign management

Key Benefits

  • Seamless integration between Dynamics 365 and e-commerce platform
  • Automated product and order data transfer
  • Reduced operational cost and time
  • Elimination of repetitive data entry and associated human errors
  • Single stop solution to manage product data and its synchronization with all the online marketplaces
  • Streamlined product data management for different marketplaces
  • Easy consolidation of order information and accounting transactions

iMobile Sales Solution (iSS)

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Are you planning to invest in a mobile sales solution?

A sales team that is always on-the-go, leads a hectic schedule and is constantly under pressure of meeting the deadline. A comprehensive mobile sales solution that allows the team to perform most of its activities through a smartphone/device is indeed a blessing. Developed specifically for sales workforce that spends most of its time on the field, iMobile Sales Solution (iSS) is an intuitive and feature-packed mobile sales solution that helps sales teams effectively handle various phases of the sales process – lead capture, opportunity management, contact setup, product data access, activity management, quote management, order management, customer cases/complaint resolution, document management, and consignment management.

High-level Functionalities

  • Lead capture and opportunity management
  • Contact setup
  • Product data access
  • Quotation management
  • Order management
  • Activity management
  • Document management
  • Customer case/complaint management
  • Consignment management
  • Reporting and analytics
  • Offline support

Key Benefits

  • Informed decision making
  • Time savings
  • Improved customer service
  • Increased sales force productivity
  • Seamless integration with company’s enterprise systems

Microsoft Dynamics CRM

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Delivering Amazing Customer Experiences with Microsoft Dynamics CRM

CRMs transform sales, marketing, and customer service teams into top performers who are highly connected and collaborative so they can engage customers in meaningful ways. CRM for marketing, sales, and customer service helps reduce costs and increase profitability by organizing and automating business processes. Microsoft Dynamics CRM is the easy to adopt, easy to use solution for sales productivity. Microsoft Dynamics CRM is available as a cloud offering, on premises or a hybrid of cloud and on premises installation.

Through Synoptek’s Microsoft partnership, we help your sales team organize, automate, and synchronize business processes to find, attract, and win new clients in addition to retaining those you already have.



Dave Hofmeister (CIO)


Champion CIO, Dave Hofmeister talks about how Synoptek, a trusted partner, is helping Champion put all their customer facing activity in Dynamics CRM and have it work hand-in-hand with Dynamics AX.



Boost Sales: Microsoft Dynamics CRM helps streamline the sales cycle and add consistency to sales processes. It allows you to capture potential leads and further qualify them by the likelihood they will lead to a sale. You can automate assignments to the sales professional best suited for a particular client, project, or product interest. Ensure that leads aren’t lost and customers receive prompt responses at each touch point.

Strengthen Marketing: Microsoft Dynamics CRM allows you to build, track, manage, and report marketing efforts. You can create targeted marketing campaigns for different customer types. You can also connect to several popular social media sites to listen to what is being said about your business, as well as strengthen branding and build relationships with customers.

Improve Customer Service: Microsoft Dynamics CRM enables a 360-degree customer view, with end-to-end case management capabilities, advanced analytics, and multi-channel service support. With remarkable features like these, your customer service professionals can deal with customers with the best precision and consistency.

Why Choose Synoptek for Microsoft Dynamics CRM Services ?

Synoptek offers a complete suite of Dynamics CRM services to help organizations like yours unleash the power of customer service excellence.

  • Implementation best practices: We follow quick development methodologies using scrum/agile practices and pride ourselves in customizing the solution until it fits every need of your business. In addition to this, we make use of pre-built industry best practice models at the vertical and micro-vertical level to help you implement the best possible CRM solution.
  • Adaptability and flexibility: We strive to truly understand your business, people, and requirements. We adapt our work based on your needs and provide cost-effective, flexible Dynamics CRM solutions that your business demands, without compromising speed or quality. We focus on a tried and tested hybrid model, which combines the work of onsite experts with highly qualified offshore development team.
  • Resource expertise: Synoptek has the perfect blend of experienced Dynamics CRM professionals who have executed multiple projects across various industry sectors. Our team has in depth domain knowledge and proven project management skills that helps us architect, integrate, and manage world-class solutions for our customers.
  • Capabilities and competencies: We are a Microsoft Gold Partner and have been implementing, customizing, integrating, and upgrading Dynamics CRM for almost a decade now. We help you leverage the full power of your CRM software to give you a total view of your customer, which can help you turn leads into customers faster, generate revenues from existing customers, and support strong customer service initiatives.
  • Complete suite of support services: We provide dedicated Dynamics CRM support services to help you get the most out of your CRM system. Our support services include system upgrade, custom enhancements, system maintenance, issue resolution, and more.