Dynamics Square
2372 Morse Ave, Ste. 310,
Irvine, 92614, CA,
United States
Irvine, 92614, CA,
United States
1 213-784-0845
Professional Services
Dynamics Square
List of Software Implementations where Dynamics Square is Reseller or System Integrator
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.
Dynamics Square is a Reseller or SI for the following software solutions:
List of Software Implementations where Dynamics Square is a Reseller or SI
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight | Insight Source |
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CRM Trading | Distribution | 55 | $5M | United Kingdom | Microsoft | Microsoft Dynamics NAV | ERP Financial | 2019 | In 2019, CRM Trading upgraded to Microsoft Dynamics NAV 2018 as an ERP Financial implementation to consolidate its accounting and tax reporting for a UK-based distribution business. CRM Trading is a 55-employee wholesaler of fragrance, skincare, cosmetics, and hair-care, and the Microsoft Dynamics NAV deployment was scoped to address finance processing bottlenecks and compliance requirements. The implementation centralized the whole financial process inside Microsoft Dynamics NAV, configuring ledger management, transaction processing, user setup workflows, and employee ledger maintenance. Dynamics Square configured Business Intelligence capabilities within NAV 2018 to provide near real-time insights and to support operational decision workflows, and the solution enabled one-click opening of ledgers and robust data export routines. Integrations implemented as part of the program included embedding Microsoft Office 365 and Microsoft Excel with Microsoft Dynamics NAV to enable report sharing and bulk data exports. The NAV 2018 setup was aligned to support Making Tax Digital submissions to HMRC, thereby covering statutory tax reporting for CRM Trading's UK finance operations. Operational coverage focused on finance and support ticket handling, improving the timeliness of invoicing and customer communications through email distribution of tax invoices and reports. Dynamics Square led the upgrade from Dynamics NAV 2009 to NAV 2018 and guided governance changes, training, and BI adoption to improve support ticket measurement and process visibility. Post rollout the client reported resolution of ledger performance issues, error-free Excel exports, instant report sharing via Office 365, and the ability to submit MTD returns to HMRC, all delivered within the Microsoft Dynamics NAV ERP Financial configuration. | |
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Global Tea and Commodities | 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 Technologies Association | 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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Consumer Packaged Goods | 50 | $5M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2019 |
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Distribution | 300 | $55M | United States | Microsoft | Microsoft Dynamics NAV | ERP Financial | 2020 |
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Manufacturing | 40 | $2M | Ireland | Microsoft | Microsoft Dynamics 365 Customer Engagement | Customer Engagement | 2020 |
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Manufacturing | 100 | $10M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2020 |
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Manufacturing | 46 | $4M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2020 |
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Professional Services | 100 | $10M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2020 |
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Manufacturing | 40 | $2M | Ireland | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | 2020 |
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IT Decision Makers and Key Stakeholders at Dynamics Square
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Buyer Intent: Companies Evaluating Dynamics Square Services
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Dynamics Square software implementations. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Dynamics Square professional services include:
- YesMadam, a India based Professional Services organization with 3000 Employees
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
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Dynamics Square System Integrator / VAR Profile
Dynamics Square is a system integrator and technology consulting firm headquartered in Irvine, United States, with approximately 150 employees and annual revenues of $20M.
Dynamics Square implements and supports enterprise applications across markets such as ERP Financial Management and CRM.
APPS RUN THE WORLD tracks 15 verified Dynamics Square software implementations across industries and regions, including: CRM Trading where Dynamics Square implemented Microsoft Dynamics NAV, Global Tea and Commodities where Dynamics Square implemented Microsoft Dynamics 365 Business Central, and Manufacturing Technologies Association where Dynamics Square implemented Microsoft Dynamics 365 Business Central.
Dynamics Square has a strategic VAR/SI partnership with Microsoft, backed by verified deployments.
Over the last few months, we recorded 1 evaluations related to Dynamics Square's services, including YesMadam.
Independent Software Vendors (ISVs) can boost their ecosystem by identifying existing Dynamics Square partnerships, building strong channel relationships, and forging strategic implementation alliances to expand customer reach and accelerate adoption.
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