106% ROI and $8.1M net present value over three years for a composite Dynamics 365 ERP deployment
Forrester Consulting, The Total Economic Impact™ of Microsoft Dynamics 365 ERP, commissioned by Microsoft
Microsoft Dynamics 365 Solutions for Canadian Businesses
Fear No Business Challenge. Run Every Part of It on One Platform.
Finance, sales, service, and supply chain, all disconnected, all fighting for your attention. Microsoft Dynamics 365 puts them on one platform, and Dynamics Square, a Microsoft Solution Partner, makes sure it's built around how your business actually runs, not a generic template.
We've implemented and supported Dynamics 365 for organizations across Ontario, Alberta, British Columbia, and beyond for over 15 years. Whichever module fits your business, we'll help you pick the right one, deploy it properly, and stay reachable long after go-live.
- Microsoft Solution Partner
- 150+ Certified Dynamics 365 Consultants
- 350+ Successful Implementations Across Canada & North America
- 15+ Years Serving Canadian Businesses
- Offices in Ontario & British Columbia
- 99% Client Retention
Microsoft Dynamics 365 is Microsoft's suite of cloud-based ERP and CRM applications, covering finance, supply chain, sales, customer service, and operations. Businesses use one module or several together, connected through a shared Microsoft data platform and Copilot AI.
Dynamics 365 replaced Microsoft's older standalone systems, Dynamics NAV, GP, and AX, when it launched in 2016 as a unified suite. It now splits into two families: ERP solutions (Business Central, Finance, Supply Chain Management) for managing money, inventory, and operations, and CRM solutions (Sales, Customer Service, Customer Insights) for managing customer relationships. Most Canadian businesses run a mix of both.
Dynamics Square has been implementing, migrating, and supporting these systems for Canadian organizations for over 15 years, as a Microsoft Solution Partner with 150+ certified consultants on the bench.
Dynamics 365, By the Numbers
16-month payback period for midmarket organizations adopting Dynamics 365 ERP
315% ROI and under 6-month payback from modernizing customer service with Dynamics 365 Customer Service
Global CRM market growing from US$58.8B (2022) to over US$150B by 2030, a 13.9% CAGR
Grand View Research
350+ successful Dynamics 365 implementations delivered by Dynamics Square
Dynamics Square data
150+ Microsoft-certified consultants on our team
Why Dynamics 365
Why Canadian Businesses Are Moving to Dynamics 365
Systems that are not in sync or disconnected cost more than they save. When finance runs on one platform, sales runs on a spreadsheet, and customer service runs on email, nobody has the full picture, and decisions slow down while competitors move.
Dynamics 365 fixes that by connecting people, data, and processes into one system.
- 01/05
Full visibility, one platform
See inventory, cash position, open orders, and customer history in one place instead of chasing five different logins.
- 02/05
Out of the box AI
Copilot in Dynamics 365 drafts sales emails, flags cash flow risks, matches invoices, and surfaces next-best actions inside the apps your team already uses.
- 03/05
Runs on Microsoft's ecosystem
Native integration with Microsoft Teams, Outlook, Excel, and Power BI means less time re-entering data and more time acting on it.
- 04/05
Cloud-first, work from anywhere
Every module runs in a browser. Your Toronto head office, your Calgary warehouse, and your Vancouver sales team work off the same live data.
- 05/05
Scales as you grow
Start with one module, like Business Central for finance, and add Sales or Customer Service later without ripping out what you already built.
Copilot & AI Agents
Agentic ERP and Agentic CRM: AI Agents Built into Dynamics 365
Microsoft now positions the entire Dynamics 365 suite as agentic business applications: agentic ERP and agentic CRM. The distinction from ordinary AI features matters. Copilot answers questions and drafts content when you ask it to. An agent works on its own, inside a defined process, and only brings you in when a decision needs a human.
Dynamics 365 ships with prebuilt agents for specific, high-volume tasks, and Copilot Studio lets us build custom agents around your own workflows where a prebuilt one doesn't fit.
Dynamics Square helps you identify which agents are worth turning on first, configures them against your actual processes, and builds custom agents where an off-the-shelf one falls short.
See Which Agents Fit Your BusinessAgentic CRM: Sales and Service Agents
Sales Qualification Agent
Works leads around the clock, prioritizing and engaging them so reps spend their time on deals that are actually ready to move.
Sales Order Agent (Business Central)
Takes order creation and fulfillment off your team's plate, moving orders from quote to cash faster.
Sales Research Agent
Answers complex sales and operations questions on demand, turning raw pipeline data into something a rep can act on immediately.
Customer Intent Agent (Customer Service and Contact Center)
Reads customer conversations across channels to surface intent, enabling self-service that actually resolves issues instead of looping customers back to a queue.
Case Management Agent (Customer Service)
Runs the case lifecycle end to end, cutting handle time and freeing service reps from repetitive administrative steps.
Customer Knowledge Management Agent (Customer Service and Contact Center)
Keeps your knowledge base current automatically, pulling insights from case notes so agents and self-service tools are never working off outdated articles.
Agentic ERP: Finance and Operations Agents
Payables Agent (Business Central)
Automates invoice processing, cutting the manual entry that eats up an AP clerk's day.
Account Reconciliation Agent (Finance)
Matches and clears transactions between ledgers on its own, so your finance team closes the books with less manual reconciliation work.
Procurement Agent (Supply Chain Management)
Manages supplier communications autonomously, confirming delivery and flagging risks before they become the delay that stalls a production line.
Time, Expense, and Approvals Agents
(Project Operations) Handles time and expense entry and approval automatically, keeping project-based work on budget without chasing down timesheets.
Custom Agents Through Copilot Studio
Prebuilt agents cover the common cases. When your process is specific to your business, we build custom agents in Copilot Studio, tailored to your workflows and connected to your Dynamics 365 data.
Solutions
Build Your Own Dynamics 365 Solution
Choose one module or combine several. Every Dynamics 365 app is built to work together and to work with your existing systems.
ERP Applications
Dynamics 365 Business Central
All-in-one cloud ERP for small and mid-sized businesses. Finance, sales, inventory, and operations in one system, with a fast, straightforward implementation.
Explore Business Central
Dynamics 365 Finance
Enterprise-grade financial management for organizations with complex, multi-entity, or multi-currency operations. Automates core accounting and gives finance teams real-time visibility.
Explore Finance
Dynamics 365 Supply Chain Management
Built for businesses managing large, complex supply chains that need real-time inventory data and faster planning decisions.
Explore Supply Chain
Dynamics 365 Human Resources
Manages the full employee lifecycle, from hiring to payroll setup to workforce planning, in a system that connects to your finance data.
Explore Human Resources
Dynamics 365 Commerce
Unifies back-office, in-store, and digital selling into one connected commerce platform.
Explore Commerce
Dynamics 365 Project Operations
Connects project planning, resourcing, time tracking, and billing so project-based businesses can protect margin.
Explore Project OperationsCRM Applications
Dynamics 365 Sales
AI-assisted sales pipeline management that helps reps prioritize the right leads and close deals faster.
Explore Sales
Dynamics 365 Customer Service
Omnichannel case management with automation that cuts resolution time and keeps customers from repeating themselves.
Explore Customer Service
Dynamics 365 Customer Insights
Unifies customer data from every touchpoint into a single profile, so marketing and sales work from the same view of each customer.
Explore Customer Insights
Dynamics 365 Field Service
Schedules technicians, tracks work orders, and equips frontline teams with the data they need before they arrive on site.
Explore Field ServiceGet in touch with our experts to upgrade your NAV, GP, or AX into Dynamics 365, or to implement fresh.
Contact UsCanadian Compliance
Built for Canadian Compliance
Running Dynamics 365 in Canada means configuring it against Canadian rules from day one, not adjusting a US template after the fact. Our implementation teams build this in from the start:
Federal and provincial privacy law
PIPEDA sets the federal baseline for how you collect, store, and use personal data. Alberta and British Columbia enforce their own substantially similar private-sector privacy laws (PIPA), and Quebec's Law 25 goes further, with stricter consent rules and mandatory privacy impact assessments for organizations handling Quebec residents' data. We configure Dynamics 365's security roles, data retention, and consent tracking against whichever regime applies to your business.
GST/HST and provincial tax
Dynamics 365 Finance and Business Central are configured for Canadian tax jurisdictions from the outset, including GST/HST, and provincial sales tax where applicable, so your reporting lines up with what the CRA expects.
CRA-aligned financial reporting
Chart of accounts, tax codes, and reporting periods are set up to match CRA filing requirements, cutting the manual reconciliation work your finance team would otherwise do at year-end.
Payroll and workplace compliance
For organizations running HR and payroll workflows alongside Dynamics 365, we account for provincial requirements like WSIB (Ontario) and WCB (Alberta and British Columbia) reporting during setup.
Data residency
Microsoft operates Azure data centres in Canada (Toronto and Quebec City), and we help you choose the right data residency configuration for regulated or risk-sensitive industries.
Where We Work
Dynamics 365 by Province: Where We Work
Dynamics Square operates from offices in Ontario and British Columbia and supports Dynamics 365 implementations across the country.
Ontario
Our home base. We work with manufacturers, distributors, and professional services firms across Toronto, Thornhill, Mississauga, and the wider Greater Toronto Area, along with organizations in Ottawa and Windsor.
Alberta
Energy services, construction, and manufacturing businesses in Calgary and Edmonton run Dynamics 365 Finance and Supply Chain Management to manage complex, project-driven operations and fluctuating material costs.
British Columbia
From our Vancouver office, we support retail, professional services, and logistics businesses across the Lower Mainland and Vancouver Island on Business Central and Dynamics 365 Sales.
Industries we work in most: manufacturing, distribution, professional services, not-for-profit, retail and ecommerce, food and beverage, and construction.
See industry-specific Dynamics 365 solutionsSuccess by Design
How We Implement Dynamics 365: Success by Design
We follow Microsoft's Success by Design methodology for every Dynamics 365 implementation, a structured process built to reduce risk and keep projects on schedule.
Discover
We map your current processes, pain points, and requirements against the Dynamics 365 modules that fit. This is where we confirm scope and set realistic expectations on timeline and cost.
Initiate
Project plan, team roles, and success criteria get locked in before a single configuration is built.
Implement
Our consultants configure and customize your environment, migrate your data, and build out integrations with your existing Microsoft 365 tools.
Prepare
User acceptance testing, training, and go-live readiness checks happen here, so your team isn't learning the system for the first time on launch day.
Operate
Go-live is the start, not the finish. We stay on for post-launch support, performance tuning, and the next phase of your roadmap.
Typical timeline
Most Business Central and Sales implementations run 3 to 6 months. Finance and Supply Chain Management projects, given their scope, typically run 6 to 12 months. Exact timelines depend on module count, customization, and data complexity, and we'll give you a specific estimate after the Discover phase.
Services
Dynamics 365 Services
Implementation Services
Start strong with a deployment scoped to your business, not a one-size-fits-all template.
Scale FasterUpgrade & Migration Services
Move off Dynamics NAV, GP, AX, or a competing system without losing your historical data or disrupting operations.
Get StartedOngoing Support Services
Proactive support and system tuning that keeps Dynamics 365 running at full speed as your business changes.
Get Instant SupportData Security
Data Security: Cloud vs. On-Premises
Microsoft releases continuous security updates across Dynamics 365, and you have two hosting paths:
Cloud (Azure-hosted)
Microsoft manages infrastructure, patching, and uptime. Canadian data residency is available through Azure's Toronto and Quebec City regions. This is the path most Canadian businesses choose today.
On-premises or private servers
You manage the hardware and the security. This adds ongoing infrastructure cost and puts patching and threat monitoring on your team rather than Microsoft's.
For most businesses, cloud hosting on Azure gives you stronger security at a lower total cost than maintaining your own servers. We'll walk you through the trade-offs for your specific compliance and data residency needs.
Pricing
What Dynamics 365 Costs in Canada
Dynamics 365 pricing is modular. You license only the applications you need, and Microsoft's attach pricing rewards you for combining apps rather than buying separately.
| Application family | Starting from (CAD, per user/month) |
|---|---|
| Business Central | See Business Central pricing |
| Finance | See Finance pricing |
| Supply Chain Management | See Supply Chain pricing |
| Sales | See Sales pricing |
| Customer Service | See Customer Service pricing |
Pricing depends on which modules you license, your user mix, and whether you qualify for attach discounts by combining apps. We'll give you an exact, itemized quote after a short scoping call, with no obligation.
Client Stories
Case Studies
Recycling & Materials Recovery Company
Upgraded from an unsupported NAV 2018 environment to Business Central SaaS.
Result: Centralized financials, automated purchasing and inventory workflows, and a cloud foundation ready for Power BI reporting.
Read the Full Case StudyHydraulic Components Manufacturer
Moved off NAV 2013 to Business Central to fix lagging accounting and manufacturing performance.
Result: One dashboard for the full business, tighter Microsoft 365 integration, and real-time data sharing across teams.
Read the Full Case StudyConsumer Products Distributor
Replaced an aging NAV 2009 on-premises system with Business Central on-premises.
Result: Faster reporting, a resolved warehouse management gap via an add-on, and a platform that could finally support business growth.
Read the Full Case StudyWhy Dynamics Square
Why Businesses in Canada Choose Dynamics Square
A Trustworthy Partner
We build relationships that outlast the project. Whether you're upgrading legacy NAV, GP, or AX, or implementing Dynamics 365 fresh, we stay involved after go-live.
Certified, Experienced Team
150+ Microsoft-certified consultants, 350+ completed implementations, and 15+ years focused specifically on the Dynamics 365 ecosystem.
Training That Actually Sticks
Our consultants train your team to use the system confidently, not just click through a demo once and get left to figure out the rest.
Support That Remains Consistent & Timely
24x7x365 technical and non-technical support has helped us hold 99% client retention. If your current partner has gone quiet, we're used to picking up mid-project.
Whether you're in Toronto, Vancouver, Calgary, or anywhere in between, our team is ready to help.
Microsoft Dynamics 365 is a suite of cloud-based ERP and CRM business applications from Microsoft, covering finance, supply chain, sales, customer service, and operations. Businesses use individual modules, like Business Central or Sales, or combine several for a connected view of the whole organization.
Both. Dynamics 365 splits into ERP applications (Business Central, Finance, Supply Chain Management) for managing money and operations, and CRM applications (Sales, Customer Service, Customer Insights) for managing customer relationships. Most businesses combine modules from both sides.
Microsoft 365 (formerly Office 365) covers productivity and communication apps: Outlook, Word, Excel, Teams. Dynamics 365 covers business operations: finance, sales, service, and supply chain. The two integrate closely, but they solve different problems.
Salesforce is primarily a CRM platform. Dynamics 365 is a broader suite that includes CRM applications (Sales, Customer Service) alongside full ERP applications (Business Central, Finance, Supply Chain Management), all on one Microsoft-native data platform with Teams, Outlook, and Excel built in.
Yes, Dynamics 365 runs on Microsoft's Azure cloud infrastructure, which gives it Azure's security, scalability, and AI capabilities. Canadian businesses can choose Azure regions in Toronto or Quebec City for in-country data residency.
Dynamics 365 uses Azure's encryption, identity management, and compliance certifications as its security foundation. On top of that, implementation needs to account for Canadian privacy law specifically: PIPEDA federally, and PIPA or Quebec's Law 25 depending on where your customers and employees are located. We configure security roles, retention policies, and consent tracking to match.
Pricing is modular and licensed per user, per app, in CAD. Total cost depends on which applications you license, your user count, and implementation scope on top of licensing. See our Dynamics 365 pricing guide or request a quote scoped to your business.
Business Central and Sales implementations typically run 3 to 6 months. Finance and Supply Chain Management projects, given their scope and complexity, typically run 6 to 12 months. Your exact timeline depends on module count, data complexity, and customization needs.
It depends on your size and priority. Small to mid-sized businesses needing finance, inventory, and sales in one system usually start with Business Central. Larger enterprises with complex, multi-entity financial operations look at Finance. Businesses managing large-scale inventory and logistics look at Supply Chain Management. Sales and Customer Service address the CRM side independently or alongside any ERP module.
Yes, Switching is more straightforward than most businesses expect, especially for cloud deployments. We regularly take over support and future development for organizations whose current partner has become unresponsive or is winding down.
It's Microsoft's term for Dynamics 365 applications built around AI agents that work autonomously inside a defined process, rather than AI that only responds when prompted. Examples include a Procurement Agent that manages supplier communications on its own, or a Case Management Agent that runs a customer service case from open to close.
No, Agents are modular and app-specific, so you turn on the ones relevant to your process, like the Payables Agent in Business Central or the Sales Qualification Agent in Dynamics 365 Sales, and leave the rest off. We help you prioritize which agents to activate first based on where they'll save the most time.
