What DAX Software Solutions does

DAX Software Solutions Inc. is a privately held Microsoft Solutions Partner and Gold-certified ERP/CRM consultancy headquartered in Woodland Hills, California, with served geographies spanning the US, UK, Germany, and Brazil. The firm was founded in 2012 and operates with 11-50 employees, led by founder and managing partner Sanjeev Munjal. Its core business is the implementation, optimization, and ongoing management of Microsoft Dynamics 365 deployments, covering Dynamics 365 Finance & Operations (including migration from legacy Dynamics AX 2012), Business Central, Customer Engagement, and adjacent Microsoft 365 / Power Platform / Azure AI workloads.

The company sells a portfolio of services anchored on Dynamics 365: greenfield implementations of Business Central and F&O; AX 2012-to-D365 upgrade engagements; Continuous Enhancements and managed services; and a "Quick-Fix" recovery practice for failed or underperforming ERP deployments. It layers a proprietary integration platform, AonFlow, on top of Microsoft-native (Power Platform) and third-party (Dell Boomi, Celigo) tools to connect Dynamics 365 with Salesforce, HubSpot, Shopify, WooCommerce, QuickBooks, and legacy systems. In 2026 it introduced an "Agentic AI ERP" methodology that embeds specialized AI agents (Finance, Supply Chain, Operations, Integration) into Dynamics 365 to move clients from automation to autonomous execution, alongside Microsoft 365 Copilot integration and an AI/ML-powered OCR invoice automation offering.

Go-to-market is consultative enterprise sales targeting mid-market and enterprise organizations in manufacturing, distribution, retail, hydroponics/agriculture, food & beverage, government, and security technology, with channel pull-through via Microsoft's co-sell and partner referral ecosystem. Revenue is generated through professional services engagements, recurring managed services contracts, Microsoft 365 / Copilot subscription resale, and add-on modules such as OCR automation; pricing for ERP work is quote-based, while Microsoft 365 resales follow standardized per-seat annual pricing.

Name

DAX Software Solutions

Legal name

DAX Software Solutions Inc.

Website

https://daxsws.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

11–50 employees

Short description

DAX Software Solutions is a Microsoft Gold-certified partner that implements, optimizes, and manages Microsoft Dynamics 365 ERP and CRM deployments for mid-market and enterprise customers across manufacturing, distribution, government, and adjacent verticals.

Ownership category

akta.pro rank

Product category

Enterprise ERP Implementation Services

NAICS

Computer Systems Design and Related Services (5415), Computer Systems Design Services (541512)

SIC

Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)

akta.pro secondary industry

Software License Resale & Optimization (Perpetual/Subscription) (BPAEAOAC)

Keywords

• Dynamics 365 implementation
• ERP consulting services
• CRM integration platform
• Managed IT services
• Enterprise AI automation

Headquarters

HQ city

Woodland Hills

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Professional Services - ERP Implementation & Consulting: DAX provides implementation, configuration, customization, data migration, training, and consulting services for Microsoft Dynamics 365. This includes AX 2012 to Dynamics 365 upgrades, Business Central implementations, and system optimization engagements.
2. Application Managed Services (AMS): Ongoing post-implementation support including performance monitoring, security updates, module expansion, and managed services that help reduce IT operational costs by 20-40%.
3. Microsoft 365 Subscription Resale: Resells Microsoft 365 subscriptions including Business Basic ($6/user/month), Business Standard ($12.50/user/month), Business Premium ($22/user/month), and Microsoft Copilot ($30/user/month). Minimum purchase of 5 licenses required.
4. Quick-Fix Packages: Expedited resolution packages for broken or failed ERP implementations addressing specific issues.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

DAX Software Solutions is a Microsoft Gold-certified partner that delivers Microsoft Dynamics 365 (Business Central and Finance & Operations) implementation, customization, AX 2012 migration, integration, training, optimization, and managed services. Its portfolio also includes Agentic AI ERP capabilities powered by multi-agent architectures, its proprietary AonFlow integration platform, OCR-based invoice automation, and Microsoft 365/Copilot subscription resale.

Product overview

DAX Software Solutions is a Microsoft Gold-certified partner offering a portfolio of implementation, optimization, and managed services centered on Microsoft Dynamics 365 (ERP & CRM) platforms. The core offering spans two primary Dynamics 365 product lines — Business Central (cloud-based ERP/CRM for mid-market) and Finance & Operations (F&O, for enterprise-scale operations) — supplemented by AI-powered Agentic AI ERP capabilities, the proprietary AonFlow integration platform, Microsoft 365 Copilot and Microsoft 365 subscription resales, OCR-based document automation, and Continuous Enhancements services. DAX's go-to-market spans ERP implementation, AX 2012 to D365 migration, Dynamics 365 optimization and performance tuning, managed services, and Power Platform-driven integrations connecting Dynamics 365 with Salesforce, HubSpot, Shopify, QuickBooks, and other third-party systems.

Differentiator

Problem solved

Functional benefit

Products and services

• Microsoft Dynamics 365 Business Central Implementation Expert implementation service for Microsoft Dynamics 365 Business Central, a unified cloud-based ERP/CRM covering financial management, sales automation, inventory control, and customer relationship management, targeted at mid-market organizations.
• Dynamics 365 Finance and Operations (F&O) Implementation and AX 2012 Migration Implementation and migration services for Microsoft Dynamics 365 Finance & Operations, a cloud-native enterprise ERP with AI, analytics, and advanced supply chain capabilities, including AX 2012-to-D365 upgrade engagements.
• Agentic AI ERP Service Service embedding specialized AI agents (Finance, Supply Chain, Operations, Integration) within Dynamics 365 platforms that observe business events, evaluate options, and autonomously execute actions within governance frameworks, shifting ERP from automation to autonomous operations.
• AonFlow Integration Platform Proprietary in-house integration platform that enables seamless data flow between Dynamics 365 modules (including Business Central) and external third-party systems such as Salesforce, Shopify, QuickBooks, HubSpot, and legacy systems.
• Microsoft 365 Subscription Resale Resale of Microsoft 365 licensing (Business Basic, Business Standard, Business Premium, Apps for Business) providing bundled productivity and security tools on annual subscription terms with a minimum 5-license purchase requirement.
• Microsoft 365 Copilot Resale and Enablement Sale of Microsoft 365 Copilot licenses ($30/user/month annual) and enablement services integrating generative AI productivity capabilities across Microsoft Teams, Word, Outlook, PowerPoint, and Excel.
• OCR Vendor Invoice Automation Service Service integrating AI/ML-powered OCR into Dynamics 365 and other ERP systems (SAP, Oracle, D365 F&O) to automate extraction of data from vendor invoices and other paper-based documents, reducing processing time and delivering documented ROI.
• Application Managed Services (AMS) for Dynamics 365 Post-implementation managed services providing ongoing maintenance, performance monitoring, security updates, 24/7 support, troubleshooting, and system optimization for Dynamics 365 environments.
• Dynamics 365 Optimization Service Post go-live stabilization, performance tuning, data cleanup, legacy code management, and ERP adoption optimization for Dynamics 365 environments, including ERP recovery/rescue engagements for failed implementations.
• Continuous Enhancements for Dynamics 365 Ongoing service covering post-implementation assessment, module and feature expansion, custom development, global expansion and international deployment, security and compliance updates, and performance monitoring for Dynamics 365.
• Quick-Fix Packages Expedited fixed-scope resolution packages for broken or failed ERP implementations addressing specific issues.

Quantifiable outcome

• Invoice processing time reduced by 50%
• +5 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability10 records

Feature4 records

Partnerships

Eight partnerships are on record, tiered flagship, core and major.

• MicrosoftflagshipStrategic or Co-development PartnerDAX is a Microsoft Solutions Partner and Gold-certified ERP partner specializing in Microsoft Dynamics 365 implementations. The partnership involves deep technical integration with Dynamics 365 Finance & Operations, Business Central, CRM, Azure AI, Copilot technologies, and Microsoft 365 products. DAX helps enterprises adopt Agentic AI ERP capabilities leveraging Microsoft's cloud infrastructure and AI platform.
• Dell BoomicoreTechnology or IntegrationDAX uses Dell Boomi integration platform alongside their proprietary AonFlow platform to create seamless, automated connections between Dynamics 365 and third-party systems.
• CeligocoreTechnology or IntegrationDAX utilizes Celigo integrator.io platform for certain integration scenarios, providing additional options for connecting Dynamics 365 with external business applications.
• SalesforcemajorTechnology or IntegrationDAX integrates Dynamics 365 ERP with Salesforce CRM, enabling organizations to eliminate data silos between their front-office (CRM) and back-office (ERP) systems. The integration creates unified customer views and automates quote-to-cash processes.
• ShopifymajorTechnology or IntegrationDAX connects Dynamics 365 ERP with Shopify e-commerce platform, enabling real-time inventory synchronization, order management, and streamlined operations for retail clients.
• QuickBooksmajorTechnology or IntegrationDAX provides integration between Dynamics 365 and QuickBooks accounting software, allowing organizations to maintain financial data synchronization and reduce manual entry between systems.
• HubSpotmajorTechnology or IntegrationDAX enables integration between Microsoft Dynamics 365 and HubSpot CRM platforms, helping businesses unify their marketing, sales, and service operations with ERP data.
• Power Platform (Power Apps, Power Automate, Power BI, Power Virtual Agents)coreTechnology or IntegrationDAX extends Dynamics 365 capabilities using Microsoft Power Platform for low-code solutions, workflow automation, business intelligence, and virtual agent implementations.

Scale indicators12 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Avanade: Joint Accenture-Microsoft venture and the world's largest Microsoft Dynamics 365 implementation partner. Competes head-to-head for enterprise D365 ERP/CRM projects and shares the same Microsoft co-sell ecosystem as DAX.
• RSM US LLP: Mid-market-focused accounting and consulting firm with a substantial Microsoft Dynamics 365 practice. Competes for the same mid-market ERP modernization, AX-upgrade, and managed services engagements.
• Catapult Systems: Microsoft-focused consultancy (now part of Hitachi Solutions) delivering Dynamics 365 ERP/CRM implementations and managed services. Closely comparable as a mid-sized Microsoft Gold partner.
• Slalom: US-headquartered consulting firm with a large dedicated Microsoft practice delivering Dynamics 365 and Azure AI transformation engagements. Targets the same mid-market to enterprise buyers as DAX with comparable project-based services.
• Hitachi Solutions: Global Microsoft Solutions Partner focused on Dynamics 365 (F&O, BC, CRM) implementations across manufacturing, finance, and professional services. Highly comparable in service mix and target mid-market/enterprise segment.
• BDO Digital: Technology arm of BDO delivering Microsoft Dynamics 365 (F&O, BC) implementations alongside tax/audit advisory. Comparable mid-market ERP focus with similar license-advisory and optimization services.
• PWCampbell (PowerObjects / Hitachi Vantara): Long-standing dedicated Microsoft Dynamics 365 partner (now part of Hitachi Solutions) offering implementation, managed services, and Power Platform extensions - directly comparable boutique partner service mix.
• Crowe LLP (Crowe Digital): Top-10 US accounting and consulting firm with a Microsoft Dynamics 365 ERP implementation practice targeting mid-market enterprises. Overlaps with DAX on D365 F&O, BC, and CRM licensing/optimization work.

Broad incumbents

• Infosys: Global IT services major with Microsoft Dynamics 365 and Azure capabilities serving enterprise customers. Overlaps with DAX's enterprise F&O and CRM modernization work as a scaled incumbent.
• HCLTech: Global IT services giant with a large Microsoft Dynamics 365 practice offering enterprise-scale ERP/CRM implementation and managed services. Competes with DAX on larger D365 engagements but across a far broader services portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/DaxSoftware
• Facebookfacebook.com/Daxsws
• LinkedInlinkedin.com/company/daxsoftware

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about DAX Software Solutions