A leading North American specialty chemical supplier replaced legacy CRM capabilities by implementing Microsoft Dynamics 365 Customer Engagement to improve internal sales operations, strengthen customer relationships, and provide accurate, up-to-date customer data. Synoptek delivered the CRM from scratch in a 12-week first phase, configuring the Sales module, security roles, Relevance Search, mobile app, and integrations with Office 365 and SharePoint, plus forms supporting accounts, contacts, leads, opportunities, quotes, orders, activities, and products. The program also handled major migration and integration needs, including moving 14.1 million records across 6 entities and 50+ fields from Sage ERP, and enabling real-time transfer of key financial and account data. Customizations added

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