What Dynamics Square - USA does

Dynamics Square is a privately held Microsoft Solutions Certified Gold Partner founded in 2011 and headquartered in Irvine, California. The firm specializes in implementing, upgrading, migrating, and supporting the full Microsoft Dynamics 365 stack — Business Central, Finance, Supply Chain Management, Sales, Customer Service, Field Service, Commerce, Project Operations, Marketing, and Human Resources — along with Azure IoT services and the Microsoft Power Platform. A core capability is migrating clients off legacy Microsoft ERP systems (Dynamics NAV, AX, GP, and the legacy F&O combination) onto modern cloud Business Central and Dynamics 365 Finance deployments.

The company operates across four US regional offices (Irvine CA, Houston TX, Chicago IL, Union City NJ) with a delivery force of 150+ Microsoft-certified technical consultants, serving more than 500 businesses and 350+ completed projects. Customer segments span startups, small businesses, mid-sized companies, and large enterprises, with vertical specialization in manufacturing, wholesale and distribution, professional services, healthcare, retail, financial services/nonprofits, and education. The revenue model is primarily professional services — fixed-fee or time-and-materials implementation, upgrade, migration, and consulting engagements — augmented by a recurring managed-support stream with 24/7 access to certified consultants. Pricing for Microsoft-published product tiers (Business Central Essentials at $80/user/month, Premium at $110/user/month, Finance tiers from $8 to $300/user/month) is visible, while Dynamics Square's own service fees are quote-based.

Go-to-market combines consultative direct field sales for enterprise accounts, inside sales for mid-market leads, and Microsoft co-sell motions. Marketing is content-driven — blog, e-books, case studies, webinars, white papers, an ERP cost calculator, and an ERP comparison tool — supplemented by third-party validation through MSDynamicsWorld, Forbes Technology Council, and Clutch. The firm holds ISO 9001:2015 certification and aligns deployments with GDPR and SOC 2 (Azure-hosted) standards, supporting enterprise and regulated-buyer requirements. AI capabilities surfaced to clients (Copilot, Fraud Protection, predictive forecasting, Sales Order Agent, Azure ML integrations) are Microsoft-native rather than proprietary.

Name

Dynamics Square - USA

Legal name

Dynamics Square

Website

https://dynamicssquare.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

251–500 employees

Short description

Dynamics Square is a Microsoft Solutions Certified Gold Partner that implements, upgrades, migrates, and supports Microsoft Dynamics 365 (Business Central, Finance, Supply Chain, CRM) and Power Platform for startups through enterprises. Founded in 2011 and headquartered in Irvine, the firm operates four US offices with 150+ certified consultants.

Ownership category

akta.pro rank

Product category

Microsoft Dynamics 365 Implementation and Consulting Services

NAICS

Computer Systems Design and Related Services (5415), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371)

akta.pro primary industry

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

akta.pro secondary industries

Enterprise Applications User/Admin Training (ERP/CRM/ITSM platforms) (BPAEANAK), Robotic Process Automation (RPA) Platforms (HDAEAHAB)

Keywords

• Microsoft Dynamics implementation
• ERP consulting services
• Business Central migration
• Dynamics 365 upgrade
• Microsoft Gold Partner

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Microsoft Dynamics 365 Implementation Services: The primary revenue stream is professional services fees charged for implementing Microsoft Dynamics 365 solutions. This includes scoping, configuration, deployment, data migration, and go-live support for Business Central, Finance, Supply Chain, and other D365 modules.
2. Dynamics 365 Support and Maintenance Services: Ongoing support contracts providing 24/7 access to Microsoft-certified consultants for troubleshooting, optimization, and system maintenance. Revenue is recurring in nature as clients maintain active support relationships.
3. Dynamics 365 Upgrade and Migration Services: Fees charged for upgrading clients from legacy systems (Dynamics NAV, GP, AX) to modern Dynamics 365 cloud solutions. Includes assessment, planning, data migration, and post-migration optimization.
4. Dynamics 365 Consulting Services: Strategic consulting engagements to help clients maximize ROI from their Microsoft Dynamics 365 investment, including process optimization, workflow design, and business intelligence alignment.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Dynamics Square is a Microsoft Solutions Certified Gold Partner that delivers implementation, upgrade, migration, support, and consulting services for the Microsoft Dynamics 365 suite. The company configures, customizes, and deploys Microsoft ERP and CRM solutions — including Business Central, Finance, Supply Chain Management, Sales, Customer Service, Field Service, Commerce, Project Operations, Marketing, and Human Resources — for businesses across the United States. Core revenue is generated through professional services fees for these deployments plus recurring 24/7 managed support contracts, with 350+ projects delivered to 500+ global businesses over 14+ years.

Product overview

Dynamics Square - USA is a Microsoft Solutions Certified Partner offering consulting and implementation services for Microsoft Dynamics 365, a platform-plus-modules architecture comprising the core Dynamics 365 Suite with interconnected ERP and CRM modules. The portfolio centers on Dynamics 365 Business Central (the flagship cloud ERP for SMBs) as the all-in-one business management platform, complemented by specialized modules including Dynamics 365 Finance, Supply Chain Management, Sales, Customer Service, Field Service, Commerce, Project Operations, Marketing, and Human Resources. The ecosystem extends through the Power Platform (Power BI, Power Apps, Power Automate, Power Virtual Agents) for analytics and customization, and Azure IoT services (IoT Hub, IoT Central, Azure Sphere, IoT Edge, Digital Twins, Machine Learning) for industrial IoT implementations. Legacy offerings include Microsoft Dynamics NAV, CRM, AX, GP, and Finance & Operations, with migration paths to modern cloud solutions. Add-on solutions from Microsoft partners include Sana Commerce (e-commerce), Continia Software (payment reconciliation), Insight Work and Tasklet (WMS), Yavrio (expense tracking), and Payroll for Business Central. The company provides Implementation, Upgrade/Migration, Support, Consulting, and Training services across these products.

Differentiator

Problem solved

Functional benefit

Products and services

• Microsoft Dynamics 365 Implementation Services Consulting and implementation services for deploying Microsoft Dynamics 365 solutions including system study, process mapping, configuration, data migration, and go-live deployment. Targeted at businesses adopting or upgrading to Microsoft ERP and CRM.
• Microsoft Dynamics 365 Upgrade Services Migration services from legacy Microsoft systems (Dynamics NAV, GP, AX, and older F&O) to modern Dynamics 365 Business Central and cloud-based solutions. Includes assessment, data migration, workflow modernization, and post-migration optimization.
• Microsoft Dynamics 365 Support Services Ongoing 24/7 support and maintenance services with 150+ Microsoft-certified consultants providing troubleshooting, optimization, and system maintenance for active Microsoft Dynamics 365 deployments.
• Dynamics 365 Consulting Services Strategic consulting engagements to maximize ROI from Microsoft Dynamics 365 investments, including process optimization, workflow design, business intelligence alignment, and roadmap planning.
• Dynamics 365 Business Central Implementation Implementation of Dynamics 365 Business Central as an intelligent, AI-powered cloud ERP for SMBs unifying finance, operations, sales, supply chain, and service workflows with Microsoft Copilot integration.
• Dynamics 365 Finance Implementation Deployment of Dynamics 365 Finance cloud ERP for managing complex financial operations including advanced analytics, financial reporting, invoicing, cost accounting, multi-currency support, and global compliance.
• Dynamics 365 Supply Chain Management Implementation Implementation of advanced supply chain management software for optimizing procurement, inventory, warehousing, production, and delivery with AI-driven forecasting, predictive analytics, and real-time visibility.
• Dynamics 365 CRM Modules Implementation (Sales, Customer Service, Field Service, Marketing, Project Operations, Commerce) Implementation of Microsoft Dynamics 365 CRM modules including Sales, Customer Service, Field Service, Marketing, Project Operations, and Commerce to provide omnichannel customer engagement and end-to-end sales automation.

Quantifiable outcome

• 82% of businesses meet expected ROI on time after Microsoft ERP implementation by Dynamics Square
• +10 more outcomes

Named customers13 records

Segments11 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability7 records

Feature3 records

Partnerships

Two partnerships are on record, tiered core.

• MicrosoftcoreTechnology or IntegrationDynamics Square is a Microsoft Solutions Certified Gold Partner with deep expertise in Microsoft Dynamics 365, Azure IoT, and Power Platform. The partnership involves implementing, customizing, and supporting Microsoft's full business applications stack. As a certified partner, Dynamics Square has access to Microsoft's resources, co-sell programs, and product roadmap, and delivers implementations of Business Central, Finance, Supply Chain, CRM, and other D365 modules.
• ShopifycoreTechnology or IntegrationDynamics Square implements and integrates Shopify e-commerce with Microsoft Dynamics 365 Business Central, enabling automated synchronization of product data, pricing, inventory, and customer information between online stores and the ERP system. This is a certified Microsoft connector integration.

Scale indicators13 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• RSM US: Global audit/consulting firm with a substantial Microsoft Dynamics 365 ERP/CRM practice serving mid-market clients. Comparable as a Microsoft partner delivering ERP implementations to a similar SMB/mid-market customer base.
• Avanade: Joint venture between Accenture and Microsoft, Avanade is the largest global Microsoft Dynamics 365 implementation partner. Directly comparable as a Microsoft Gold-certified D365 partner serving enterprise and mid-market customers with similar implementation, upgrade, and managed services offerings.
• Crowe LLP: Top-10 US accounting and consulting firm with a Microsoft Dynamics 365 practice delivering ERP implementations to mid-market enterprises. Comparable as a Microsoft Gold Partner serving similar mid-market D365 deployment needs.
• JourneyTEAM: US-based Microsoft Dynamics 365 Gold Partner also recognized by MSDynamicsWorld alongside Dynamics Square. Directly comparable in size, mid-market focus, and Microsoft ERP/CRM implementation service portfolio.
• Sikich: US professional services firm with a Microsoft Dynamics 365 ERP/CRM implementation practice serving mid-market and SMB clients. Directly comparable as a Microsoft partner providing D365 implementation, upgrade, and managed support.
• Hitachi Solutions America: A major global Microsoft Dynamics 365 implementation partner, recognized alongside Dynamics Square by MSDynamicsWorld as a top US partner. Serves similar enterprise and mid-market D365 deployment needs across multiple verticals.

Emerging players

• KUMULUS: Smaller, emerging Microsoft Dynamics 365 implementation partner focused on mid-market cloud migrations (especially Business Central). Comparable as a D365 implementation specialist with narrower scale and vertical focus than Dynamics Square.

Regional players

• AlfaPeople: International Microsoft Dynamics 365 Gold Partner focused on Business Central and CRM implementations across EMEA and APAC. Comparable in D365 mid-market focus and Gold Partner status, but operates in geographies outside Dynamics Square's core US market.

Broad incumbents

• Accenture: Global professional services giant and 50% owner of Avanade. Offers Microsoft Dynamics 365 advisory and implementation at massive scale for Fortune 500 enterprise clients; competes for the largest D365 deals Dynamics Square cannot pursue.
• DXC Technology: Global IT services incumbent with a Microsoft Dynamics 365 practice (acquired via Tribridge/EGA). Comparable in Microsoft ERP/CRM implementation services, but operates at materially larger scale across enterprise accounts.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/dynamics-square

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

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 Dynamics Square - USA