Skip to content

Your Microsoft Dynamics 365 Philadelphia Area Consulting Partner

Microsoft Dynamics 365 Consulting: Implementation | Integration | Customization

Microsoft Dynamics CRM PhiladelphiaSyncraTec Solutions has been a Microsoft Dynamics 365 (CRM) Philadelphia Area Partner for over ten years. Each year, we’ve steadily grown our client base along with our consulting skill set. As the Microsoft Dynamics 365 offering has evolved from CRM 1.2 in 2004 to the present day Dynamics 365 release, 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.

In order to accomplish a successful CRM project, it could take a variety of skills starting with a deep knowledge of how to configure the CRM system to accommodate a variety of business process from sales & marketing to customer service to completely custom processes. Processes, in fact, are one of the foundations of the CRM system, and its always fun to show how the software can be adapted to a variety of operational scenarios.

A lot of times, a CRM implementation is all about the data. It could be a data migration project where we’re bringing in legacy data from another system; or integrating the CRM data with an ERP system or a separate claims handling system. There’s a lot of flexibility on how we can bring data into the system for a one-time migration, or exchange data with another system on an ongoing basis.

To accomplish the various scenarios we face on an everyday basis, we dig deep into our CRM Consulting tool-belts as required to facilitate the business need. It could reporting, mobility, web forms, address validation, data cleansing, process automation, email marketing, a customer- (or partner- or contractor-) facing portal, business intelligence dashboards, mapping applications, various customizations… and the list goes on. We’ve found that every client has a different set of requirements, and as part of our project management methodology, we will always seek to understand, document, and confirm those needs before jumping in.

Independent Software Vendors (ISV’s)

We have partnered with select Independent Software Vendors (ISV’s) 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 365 product and typically solves a critical client need.



ClickDimensions 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. And now ClickDimensions GDPR Compliance delivers features and functionality to keep your marketing departments efficient while mitigating regulatory compliance risk.

ClickDimensions Certified Partner - OnboardingClickDimensions is a powerful marketing automation solution natively built inside Microsoft Dynamics 365. That means there are no integration costs and no hassles synchronizing data between systems – just a complete picture of leads and customers for greater marketing, sales and customer experience success.

ClickDimensions Certified Partner - Product ConsultingBetween SyncraTec and ClickDimensions, we’ll make sure you get the most out of your marketing investment. Our team will help you get started and get you up-and-running with the system quickly and efficiently.

ClickDimensions Certified Partner - SupportSimilar to the philosophy we have here at SyncraTec, ClickDimensions is 100% committed to the Microsoft Dynamics 365 CRM system and related technologies.


KingswaySoft SSISKingswaySoft is a developer of SQL Server Integration Services (SSIS) components that can be used for data migration and system integration for Microsoft Dynamics 365 (CRM) and other systems. As an SSIS-oriented product, the tool works closely with SQL Server databases; so, we can bring the power of t-sql-queries to bear for the purpose of cleansing data prior to importing into CRM. The system can also be designed to run on a regular basis for scheduled integration jobs. SyncraTec has been utilizing KingswaySoft for many data migration, data cleansing, and data update jobs, and has found there’s no job too big or too small for the flexibility of this toolkit.

Melissa Data

Melissa Data PartnerThere are two things you should know about your contact data. One is that it’s constantly changing and two, it’ll always be problematic unless you address it strategically. 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.

Current Client Industries Served

  • Apparel Manufacturing & Distribution | Customized CRM for apparel production with ERP system integration
  • Chemicals Manufacturing & Distribution | CRM Sales and Marketing
  • Construction Materials – Manufacturers Representative | CRM Sales and Marketing
  • Eyewear Practitioner | Customized CRM for patient management for exams, glasses, and contacts
  • Furniture Import & Wholesale Distribution | CRM Sales, Marketing, and Customer Service with ERP system integration
  • Healthcare Advisory Services | preauthorization case management, provider portal, and data analytics (HIPAA compliance)
  • Healthcare Provider Reimbursement | Customized CRM for automating reimbursement processes
  • International Application Software Developer | CRM sales and marketing, migration-upgrade from on-premises to online, GDPR compliance
  • Multinational Construction Industry Materials Manufacturer & Distributor | CRM Digital Communications
  • National Behavioral Health Membership Organization | data migration, reporting analytics system
  • National Financial Services Membership Organization | CRM system customizations, maintenance, reporting
  • Nationwide Commercial Cleaning Services | CRM Sales
  • Regional Construction Industry Union | Customized CRM for union activities management
  • Telecommunications Sales – Manufacturers Representative | CRM Sales
  • Television Production (Shows and Live Events) | CRM Sales & Marketing, System Upgrades