AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Dynamics Square Tech Stack and Enterprise Applications

Dynamics Square AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
JivoChat Legacy JivoChat Chatbots and Conversational AI AI-Powered Application n/a 2016 2016
In 2016, Dynamics Square implemented JivoChat as a web engagement layer classified under Chatbots and Conversational AI. The implementation uses the JivoSite widget embedded on the Dynamics Square public website to capture inbound visitor conversations and present a live chat interface to site visitors. Configuration focused on conversational handling and live agent routing, with typical capabilities deployed such as live chat, visitor monitoring, and scripted responses to support pre sales inquiries and client support workflows. Operational scope is centered on customer facing web channels, directing conversations to sales and support staff within the professional services organization, and governance emphasized inbox ownership and chat availability scheduling to align coverage with agent shifts.
Chatbots and Conversational AI AI-Powered Application 2021 2021
Dynamics Square Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
In 2016, Dynamics Square deployed Microsoft 365 as its primary Collaboration platform for corporate productivity and client-facing communications. The Microsoft 365 implementation is the backbone for the company’s email and document workflows, and public evidence shows Office 365 Mail is used on the company website for outbound and contact routing. The deployment emphasized core Collaboration capabilities, including cloud email, Office productivity applications, and file collaboration and sharing services commonly bundled with Microsoft 365. Configuration scope likely included tenant-level settings, user licensing, mailbox provisioning, and document libraries to support professional services delivery and internal knowledge sharing. Operational coverage extended across the corporate organization of approximately 150 employees, aligning Microsoft 365 access to business functions such as service delivery, sales, and marketing. Identity and access controls were implemented through Microsoft identity tooling for user provisioning, conditional access, and administrative role separation to enforce governance over collaboration assets. Governance activity focused on mailbox and content management policies, admin role segmentation, and standardization of collaboration workflows to reduce email fragmentation and centralize document storage. The implementation positioned Microsoft 365 as Dynamics Square Microsoft 365 Collaboration for enterprise email and team collaboration across the business.
Dynamics Square CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Moat Marketing Analytics CRM n/a 2020 2020
In 2020, Dynamics Square implemented Oracle Moat on their website as a Marketing Analytics deployment to support digital measurement across their marketing channels. The implementation is centered on client side site tagging embedded in the public web estate, capturing viewability, attention metrics, and ad verification signals typical of the Oracle Moat offering. Dynamics Square Oracle Moat Marketing Analytics supports marketing and digital analytics functions for the company based in the United States. The Oracle Moat deployment was configured to surface standard measurement modules including viewability reporting, attention and engagement metrics, and ad verification feeds into Moat dashboards. Oracle Moat was instrumented through page level tags and event collection to enable campaign level measurement and on page performance analysis, with data retained and visualized in the Oracle Moat interface for marketing stakeholders. Operational ownership is described as marketing and digital teams managing tag governance and measurement workflows, with updates deployed through their website codebase. The implementation emphasizes measurement governance, tag lifecycle controls, and integration into existing campaign reporting processes, aligning Oracle Moat as the Marketing Analytics source of truth for web based advertising and content measurement.
Marketing Automation CRM 2020 2020
Dynamics Square IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2016 2016

IT Decision Makers and Key Stakeholders at Dynamics Square

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Dynamics Square Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Dynamics Square IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Dynamics Square digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Dynamics Square Technographics
Dynamics Square is a Professional Services organization based in United States, with around 150 employees and annual revenues of $20.0 million.
Dynamics Square operates a diverse technology stack with applications such as JivoChat, Microsoft 365 and Oracle Moat, covering areas like Chatbots and Conversational AI, Collaboration and Marketing Analytics.
Dynamics Square has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as JivoChat, Microsoft and Oracle.
Dynamics Square recently adopted applications including Zoho SalesIQ in 2021, Oracle Moat in 2020 and Intuit Mailchimp in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Dynamics Square’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Dynamics Square’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Dynamics Square technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.