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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Distribution | 300 | $55M | United States | Microsoft | Microsoft Dynamics NAV | ERP Financial | 2020 | ||
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Consumer Packaged Goods | 50 | $5M | United Kingdom | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2019 | In 2019 Pasante upgraded Microsoft Dynamics NAV to Microsoft Dynamics 365 Business Central on premises, adopting Microsoft Dynamics 365 Business Central as their ERP Financial platform to resolve performance bottlenecks and to meet updated UK VAT submission requirements. The upgrade was executed with Dynamics Square as the implementation partner, and the move targeted core enterprise financial and operational control across the business. The implementation centralized finance, supply chain, and customer service operations into a single dashboard, enabling users to manage ledger activities, setup changes, user tasks, and employee ledger maintenance from one interface. Dynamics 365 Business Central was configured to support assembly order automation and to provide embedded Business Intelligence capabilities so stakeholders could gain operational insights across manufacturing and distribution workflows. The technical deployment used a secured on premises database architecture to meet Pasante requirements for data control and performance. Integrations delivered as part of the engagement included Microsoft Office and Excel connectivity for streamlined reporting and data sharing, and direct submission of Making Tax Digital VAT returns to HMRC from Microsoft Dynamics 365 Business Central. Dynamics Square delivered required customizations and integration work to align the application with Pasante processes. Governance changes included restructuring legacy production process flows so that manufacturing, finance, and customer service workflows were coordinated through the new ERP Financial system, and user support and training were provided during rollout. Post go live the client reported that the system resolved slow opening and execution of routine tasks, improved data import and export accuracy, and enabled smoother VAT reporting and automated assembly order processing. | |
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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 |
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Distribution | 55 | $5M | United Kingdom | Microsoft | Microsoft Dynamics NAV | ERP Financial | 2019 |
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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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