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Services: Microsoft Dynamics 365 for Finance and Operations Rollout, Support, and Integration
The bakery equipment manufacturer operates across three locations – Richmond, Tucker, and Sheerbrooke and thrives to provide the highest level of service: from process improvement and system design through installation, training, and aftermarket support. Whether accelerating a large-scale bakery line with the latest in high-speed technology, integrating new equipment into an existing sub-system, or introducing automation for the first time, bakers depend on the manufacturer for efficiency, reliability, consistency, and profitability.
The client used an older ERP system and wanted to unify their processes across multiple business locations. The first step in doing this was by implementing Dynamics 365 for Finance and Operations Using the services of a third-party partner, the equipment manufacturer implemented Dynamics 365 for Finance and Operations to improve the performance of business processes.
However, from the perspective of go-live, rollouts, training, and post implementation, the client was looking for functional as well as technical expertise from a qualified Managed Services Partner who could provide:
The client got in touch with Synoptek to provide these services and improve the performance and functionality of their Dynamics 365 for Finance and Operations solution.
To meet the bakery equipment manufacturer’s requirements, Synoptek provided a range of services:
The client wanted Synoptek to improve the capabilities of their existing Microsoft Dynamics 365 for Finance and Operations modules through several customizations and report development enhancements:
Synoptek provided certified Microsoft Dynamics consultants in SCM and Finance to assist the client in go-live, rollouts, training, and post implementation. The functional team was involved in verification and validation of the technical enhancements that were a part of the contract/project.
To enable integration with the client’s preferred carrier service, Synoptek carried out UPS WorldShip integration with the existing Dynamics 365 for Finance and Operations solution:
Synoptek also built automation between the client’s CRM and Dynamics 365 systems – when a sales order is created in CRM, a new project/project structure is automatically triggered in Dynamics 365 for Finance and Operations.
Since the client got invoices from different vendors in various formats, Synoptek helped automate the Account Payable invoices in Dynamics 365 to reduce manual effort for reconciliation and streamline the error detection process. Synoptek carried out the following activities:
With Synoptek’s integration and support services, the bakery equipment manufacturer could achieve several business benefits: