Irvine, 92614, CA,
United States
Dynamics Square
Dynamics Square, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Dynamics Square collaboration with software players such as Microsoft empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight | Insight Source |
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Professional Services | 50 | $5M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2019 | In 2019, Manufacturing Technologies Association upgraded Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central as a cloud deployment, positioning the implementation to address core ERP Financial requirements. The deployment targeted ERP Financial capabilities across finance and sales functions and included a parallel upgrade of their Dynamics CRM to Dynamics 365 Sales to unify member and customer engagement data. Dynamics Square served as the implementation partner and is the ongoing support provider in the second year following the upgrade. The implementation focused on financial management and receivables processes, with explicit configuration of Accounts Receivable workflows and the creation of Accounts Receivable Aging reporting using Power BI. Sales reporting constructs were developed to improve sales visibility and to align sales ledger data with member engagement records in Dynamics 365 Sales. Customization work began on the customer NAV 2016 instance before executing the upgrade to Dynamics 365 Business Central Online to preserve configured accounting and transactional logic. Architecturally, the solution was provisioned as Microsoft Dynamics 365 Business Central Online, integrated with Dynamics 365 Sales for CRM continuity, and instrumented with Power BI for analytics and reporting. The integration approach preserved transactional continuity between ERP Financial ledgers and CRM member records, enabling synchronized customer master data and sales transactions. The deployment retained Microsoft platform continuity by upgrading named Microsoft products rather than replacing with non-Microsoft systems. Governance and operational coverage centered on finance, sales, and member engagement teams within the United Kingdom based association. Dynamics Square established an ongoing support relationship after the upgrade to provide timely support and reduce prior partner turnover. The association expressed that integrated Dynamics 365 Business Central and Dynamics 365 Sales, combined with customized reporting and Power BI analytics, improved workflow efficiency and enhanced productivity while enabling better engagement with members. | |
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Manufacturing | 4000 | $220M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2019 | In 2019, Global Tea and Commodities implemented Microsoft Dynamics 365 Business Central, upgrading from Microsoft Dynamics NAV to standardize auction and trade processing. Global Tea and Commodities deployed Microsoft Dynamics 365 Business Central as an ERP Financial system to centralize procurement, inventory, sales, and finance functions supporting its tea, coffee, and macadamia trading operations. The implementation delivered a tailored auction management module and procurement workflows to capture each step of purchases at auctions in Kenya, replacing prior spreadsheet and paper processes. Business Central was configured to maintain purchase history with grade and quality attributes, manage production and inventory records, and automate sales and purchase transaction flows for intercompany trading. Dynamics Square led the implementation and configured Business Central functional modules for procurement, inventory management, production tracking, sales order processing, accounts payable and accounts receivable, and invoicing. Operational scope included management of auctions, trader transactions, and subsidiary sales and purchases, with employees accessing consolidated dashboards to manage supply chain, inventory, and finance processes. Governance changes focused on process consolidation and digitalization of trader communications, enabling the system to generate sales and purchase invoices electronically and distribute them by e-mail. Benefits documented by the customer include elimination of spreadsheet-based auction management, retention of supplier purchase history through to inventory sale, automated intercompany transaction creation, and simplified trader and inventory administration within the Microsoft Dynamics 365 Business Central ERP Financial environment. | |
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Manufacturing | 100 | $10M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2020 | In 2020, DMIC implemented Microsoft Dynamics 365 Business Central as an ERP Financial solution on premise. The project upgraded DMIC from Microsoft Dynamics NAV 2013 to a centralized Microsoft Dynamics 365 Business Central environment to address performance and scalability limits across manufacturing and accounting workflows. Configuration focused on core accounting and discrete manufacturing capabilities, including general ledger maintenance, production order processing, reporting, user task workflows, and setup change management. Microsoft Dynamics 365 Business Central was configured to provide a single dashboard view for business management and to instrument Business Intelligence capabilities for operational insight. Integrations included Office 365 applications such as Excel and Word to streamline data reporting, transfer, and sharing between shop floor, finance, and management teams, and to enable real time data distribution to concerned stakeholders. The on premise architecture was deployed to coalesce manufacturing operations and accounting systems under the ERP Financial platform, with Dynamics Square serving as the implementation partner and training operator. Governance and rollout included enabling end user training on Business Intelligence, platform adoption support from Dynamics Square, and consolidation of operational workflows into Business Central. After the upgrade DMIC reported increased processing performance, elimination of accounting lag, and the ability to manage the full manufacturing and accounting lifecycle from a single dashboard while leveraging integrated Microsoft apps. | |
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Distribution | 55 | $5M | United Kingdom | Microsoft | Microsoft Dynamics NAV | ERP Financial | 2019 |
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Professional Services | 100 | $10M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2020 |
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Buyer Intent: Companies Evaluating Dynamics Square Services
- YesMadam, a India based Professional Services organization with 3000 Employees
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