Plan, implement and connect Microsoft business solutions around your business needs.
As a Microsoft partners UK, Dynamics Square helps UK businesses modernise ERP and CRM systems, connect applications, improve reporting and automate operational processes. Whether you're replacing a legacy system, linking finance and customer operations, or exploring an AI use case, we help identify the right Microsoft technologies and plan how they fit your business.
Choosing a Microsoft partner involves more than comparing software knowledge and implementation costs. You need a team that understands your business processes, recognises the limitations of your existing systems and plans the solution around your operational priorities.
Dynamics Square works with businesses across ERP, CRM, system integration and process automation, taking into account existing technology, project requirements and the changes needed to support your business.
Moving from Dynamics NAV or AX involves more than transferring data. Customisations, historical records, integrations and management reports all influence the migration scope. Reviewing these dependencies helps determine what to retain, what to replace and how existing processes and reporting requirements should be handled in Dynamics 365.
Our onsite and offshore delivery model brings customer-facing coordination and technical expertise together around project requirements. Clear responsibilities for business discussions, solution configuration, integrations, data preparation and testing help teams coordinate activities, manage dependencies and prepare users for the transition.
Finance, sales, customer service, e-commerce and warehouse operations often rely on separate applications. Connecting these systems helps reduce duplicate data entry and gives teams a more consistent view of customers, orders and operational performance. The integration approach depends on the systems in place and the processes that need to work together.
A successful implementation involves more than configuring software. Requirements gathering, solution design, data preparation, testing and user training all influence delivery. Planning these activities early helps establish project scope, clarify responsibilities and prepare employees for new workflows.
After implementation, businesses need a clear route for resolving issues, improving workflows and managing new requirements. Defining support arrangements around the solution, agreed service scope and operational priorities helps establish how ongoing assistance will be provided.
Dynamics Square combines Microsoft technology expertise with experience across different industries and business requirements.
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Microsoft offers business applications, cloud services, analytics, and AI capabilities for different operational needs. Dynamics Square helps businesses assess the technologies relevant to their requirements, existing systems, and plans for growth.
Microsoft Dynamics 365 supports business processes across finance, supply chain, sales and customer service. Applications such as Dynamics 365 Business Central and Dynamics 365 Finance help organisations manage operational information, financial processes and business performance.
The choice between applications depends on company size, operational complexity, reporting requirements, integrations and future plans. Businesses replacing a legacy system should also assess existing customisations, data quality and the impact of changing established workflows.
Explore Microsoft Dynamics 365Microsoft Power Platform includes Power Apps, Power Automate and Power BI. These tools help businesses develop applications, automate workflows and analyse information without treating every process improvement as a large software development project.
Practical use cases include digitising approval processes, reducing repetitive data entry and improving departmental reporting. The important consideration is how each solution connects with existing applications, who will maintain it and how access, security and governance will be managed.
Explore Microsoft Power PlatformMicrosoft Fabric brings data integration, engineering, warehousing, real-time analytics and business intelligence into an integrated platform. Working with Power BI, it can help organisations bring information together, establish more consistent reporting and give decision-makers a clearer view of business performance.
Before choosing a data platform, assess where information currently resides, how reliable it is, which reports matter most and how frequently data needs to be refreshed. These requirements help determine the appropriate architecture and implementation scope.
Explore Microsoft FabricMicrosoft Foundry provides capabilities for building, deploying and managing AI applications and agents. Copilot Studio allows organisations to create agents and automate workflows connected to relevant business information.
Potential use cases include internal knowledge retrieval, employee assistance and defined business processes. The starting point should be a specific business problem, not the technology itself. Data readiness, access permissions, security, governance and evaluation all need to be considered before an AI solution is introduced into day-to-day operations.
For businesses exploring these technologies, the next step is to define the intended use case, identify the systems and data involved, and establish the implementation requirements before deciding on the appropriate solution.
Microsoft Azure provides cloud infrastructure and services for applications, data and AI workloads. Microsoft 365 supports productivity, communication and collaboration. Together with business applications, these technologies can help organisations connect systems and support teams working across different locations.
Architecture, identity management, security, integration and ongoing operating costs should inform decisions about cloud services. Businesses moving existing applications or data to the cloud should also consider dependencies, performance requirements and the effort involved in migration.
Explore Microsoft AzureMicrosoft was named a Leader in the IDC MarketScape: Worldwide AI-Enabled Operational ERP 2026 Vendor Assessment. The assessment considers vendors' current capabilities and how their strategies align with customer needs over the following three to five years.
For businesses evaluating ERP platforms, this provides context on Microsoft's direction in operational ERP and its wider business applications ecosystem. Choosing an implementation partner still requires assessing project experience, integration requirements and the support available after go-live.
Read Microsoft's announcement of the IDC MarketScape recognitionThe Perry Group, a manufacturing business with operations in the UK and India, partnered with Dynamics Square to modernise its operational and customer engagement systems.
The project included Dynamics 365 Business Central, Sales, Customer Service and Customer Insights – Journeys, alongside integrations with its B2B website and e-commerce channels, including Amazon and eBay. The work also addressed warehouse automation, inventory planning, import container tracking, shipping cost analytics and automated invoicing.
The Perry Group project illustrates how ERP, customer engagement, e-commerce and warehouse processes need to work together. For businesses planning a similar transformation, the key consideration is how information moves from order placement through fulfilment and invoicing, and where disconnected systems create unnecessary work.
The implementation plan should reflect the problem being solved. Replacing an ERP system, connecting CRM applications and building a data platform involve different requirements, risks and delivery activities.
A typical project considers the following stages:
Document the current process, business challenges and intended outcomes.
Assess the relevant Microsoft applications, integration requirements and project scope.
Configure the agreed solution around the business processes it needs to support.
Plan data migration, validation and connections with existing applications.
Validate important workflows, prepare users and address issues before deployment.
Review how the solution performs and identify changes based on business needs.
For a complex project, the plan should also define responsibilities, dependencies, acceptance criteria and the approach to managing change. These details help establish realistic expectations for cost, delivery time and the work required from your team.
A Microsoft partner helps businesses assess, implement, integrate or support Microsoft technologies. The services offered vary by provider, so businesses should check relevant experience, credentials and the scope of delivery before choosing a partner.
The solutions covered on this page include Dynamics 365, Power Platform, Power BI, Azure and Microsoft 365, alongside information about Fabric and AI technologies. Confirm the specific implementation and advisory services available for your project with the team.
Compare experience with projects similar to yours, current Microsoft credentials, customer references, implementation methods and post-launch support. Ask prospective partners how they would approach your requirements, existing data and integrations, and how project success would be measured.
Migration scope depends on which customisations, integrations and reports need to be retained or rebuilt, the quality of historical data, and which existing processes should change. Clarifying these requirements before selecting a replacement helps establish realistic project costs, testing needs and timelines.
Fabric is worth considering when data is spread across multiple sources, reporting requires substantial manual preparation, or existing tools struggle to support wider analytics needs. If your current platform meets reporting requirements, extending it may be more practical. The decision depends on data sources, integration needs, governance, and ongoing maintenance.
Before starting a Foundry project, define the business problem the AI application should solve, who will use it, and which data and systems it needs to access. Establish security requirements and measurable criteria for evaluating accuracy and reliability. These decisions help determine whether Foundry is suitable and what development and integration work is required.
AI solutions can connect to relevant business data and workflows, subject to the capabilities of the applications and the integration approach. Permissions, data quality, security and governance should be addressed before the solution is used in operational processes.
Costs depend on the products selected, licensing, data migration, integrations, customisation, project complexity and support requirements. A defined scope and assessment of the existing environment help produce a more realistic estimate.
Timelines depend on solution complexity, data quality, integrations, testing and user readiness. Agreeing the scope, responsibilities and key dependencies early helps establish a delivery plan that reflects the actual work involved.
The right technology can change everything, and Dynamics Square ensures your business gets the tools it needs to succeed. Take the first step towards smarter solutions now!
