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Microsoft Dynamics CRM

Microsoft Dynamics CRM Partner

SyncraTec Solutions has been a Microsoft Dynamics CRM Partner for over ten years.  Each year, we’ve steadily grown our client base along with our consulting skill set.  As the Microsoft Dynamics CRM offering has evolved from CRM 1.2 in 2004 to the present day CRM 2015 product, we’ve invested heavily in the development of our consultants to keep up with the ever-more-sophisticated system functionality as we strive to deliver outstanding value for our clients’ CRM implementation project investments.

Microsoft Dynamics CRM Consultants

Our consultants make us who we are.  We handle CRM projects for clients large and small.  We will listen carefully to your needs and help develop a project plan that includes clearly-written system requirements.  And we’ll go a step further and explain how we would implement the CRM system to meet these agreed-upon requirements.

Microsoft Dynamics CRM | ISV Partners

We have carefully chosen our Independent Software Vendor (ISV) Partners over the years to provide value to our clients.   Each of the partner products offers software that acts as an extension of the Microsoft Dynamics CRM product and typically solves a critical client need.

Adxstudio Portals

adxstudio-portalsThe Adxstudio Portals product offers an extension of CRM to enable customers, partners, or other external users to interactively access data in the CRM system via a robust portal web site.  With authentication and security roles, it is possible to control what external users can see, typically limiting them to seeing data that belongs to their own customer or partner organization.  The use of the portal can fit a multitude of needs dependent upon the industry.  External users can be enabled to view or edit existing data, or add new records to the system.  The system is appropriate for customer service case management, for example, to enable customers to enter their own support tickets 24 x 7 and track progress in real-time.


ClickDimensions logoClickDimensions Email Marketing and Marketing Automation for Microsoft Dynamics CRM empowers marketers to generate and qualify high quality leads while providing sales the ability to prioritize the best leads and opportunities. Providing Email Marketing, Web Tracking, Lead Scoring, Social Discovery, Form Capture, Surveys, Landing Pages, Nurture Marketing, Subscription Management, Campaign Tracking and more, ClickDimensions allows organizations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

CWR Mobility

cwr-mobilityCWR Mobility is a leading Microsoft Dynamics CRM mobility solution that provides offline capability, customization, and native application functionality within the mobile device application.  The fact that customization is enabled for the mobile application allows for custom actions to be developed to assist the mobile salesforce do what they need to do.  Working offline is another huge advantage in that data can be entered anywhere, even when the mobile device is not connected to a WiFi or cellular connection.  The application also accommodates organizations where security is a priority by allowing a lost device to be remotely wiped.  With these powerful features, the CWR application is well-suited for the modern mobile salesforce.

Melissa Data

melissa-data-mvpThere are two things you should know about your contact data. One is that it’s constantly changing and two, it’ll always be problematic. But what’s difficult about bad data is its elusive nature. It manifests itself in ways we wouldn’t consider, and conceals itself where we least expect it.  Melissa Data is constantly providing new tools to help us uncover bad data wherever it may be found.  Their innovative tools help with profiling your data, completing missing addresses and other contact info, validating addresses, and literally keeping up with our contacts as they move around from job-to-job or town-to-town.

Scribe Software

scribe-partnerScribe is a top provider of cloud and on-premise data integration solutions worldwide. With over 12,000 customers and a Microsoft President’s Award winner, Scribe has proven its ability to deliver cost-effective, reliable data solutions that give both its customers and partners a competitive advantage in business today. Scribe provides data integration and migration software solutions to help people within an organization share critical customer data, to better focus – and take action – on critical business events. Scribe recognizes that no two customers’ integration requirements are the same… even if they are integrating between the same packaged business applications.


XpertdocUnlock the power of your customer data with the Xpertdoc Connector for Dynamics CRM.  The collection and management of data is a core function for many companies. How this data gets used to build relationships and ultimately stimulate business growth is just as important.  The Xpertdoc Connector for Microsoft Dynamics CRM allows easier merging of CRM data with your business documents at the click of a button. Your business users will be able to create, deliver and archive a limitless range of data-driven, impactful customer communications including NDAs, quotes, contracts, invoices and general correspondence.


Microsoft Dynamics CRM | Industries Served

  • Auto Dealer Financing (Floor Plans) | mobility solution for national sales
  • Auto Parts Sales (Wholesale) | salesforce management
  • Construction Sales | manufacturers reps (sales)
  • Custom Enterprise Application Software Sales | sales and marketing
  • Enterprise (Accounting) Software | customer service case management
  • Financial Services, Regulatory Compliance Consulting | sales and marketing
  • Eyewear Practitioner | patient management for exams, glasses, and contacts
  • Medical Alert Device Sales and Management  | device sales and management
  • Medical Center | physician referral management
  • Health Care Advisory Services | preauthorization case management
  • Propane Distribution Sales | marketing for national field sales management
  • Regional Union Activities Management | union activities management for construction industry
  • Telecommunications Sales | dealer reps (sales)
  • Television Production (Shows and Live Events) | sales, estimating, resource management
  • Worldwide Weight Loss Membership Organization | weight-loss membership organization
  • Worldwide Membership Organization | not-for-profit professional membership association