A global manufacturing company selling valves, pipe fittings, and supports relied on Excel for sales operations, causing errors, poor prioritization, and limited visibility across a distributed team. To centralize CRM, it worked with Synoptek to implement Dynamics 365 Customer Engagement for Sales, prioritizing Opportunity Management and adding needs such as dashboards, market segmentation, reporting, and integration with the M3 ERP system. Synoptek ran a three-step discovery, design, and sprint-based execution approach, delivering two major deployments plus customizations, security roles, relevance search, activity logging with attachments and follow-ups, competitor tracking, and management dashboards. The team also migrated data from 6 entities, 100+ fields, and 0.3M+ records, integrated

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