Dynamics Square Review: Overview, Features, Pricing & Alternatives in 2025

Tired of disconnected business systems holding you back?

If you’re dealing with messy data silos, manual workarounds, and outgrowing basic accounting software, you’re probably searching for a better way to connect your whole operation.

After researching vendor after vendor, my analysis revealed that bad ERP projects can waste months and money—with many solutions stalling from unclear requirements or lack of real implementation guidance.

What I discovered is that Dynamics Square goes beyond being a reseller by acting as your hands-on Microsoft Dynamics 365 implementation partner, handling everything from discovery and process mapping to data migration, user training, and ongoing support—tailored to your business and industry needs.

In this Dynamics Square review, I’ll show you how their focused approach simplifies moving to Dynamics 365 and can replace disconnected legacy software without overwhelming your team.

You’ll get my findings on features, pricing, support approach, and what makes them different from other Microsoft partners—plus where they fit with alternatives.

Expect actionable advice on the features you need to solve messy processes and what to look out for in your ERP decision.

Let’s get into the details.

Dynamics Square Overview

Dynamics Square has been around since 2011, and is headquartered in Irvine, California. What impressed me is their exclusive focus on implementing Microsoft’s business applications.

What sets them apart is their high-touch partnership model for SMBs that need more than a software license. They guide you through a cloud transition, with deep expertise in manufacturing, retail, and professional services.

My Dynamics Square review found their latest developments include expanding their global service footprint. This move signals a strong commitment to accessible, long-term support for your business operations.

Unlike massive consulting firms, their entire value proposition is built on being a more agile and focused partner. From my evaluation, this translates to a more personal and less intimidating project experience for your team.

They work with small to mid-market companies across the US, UK, and Australia, especially those that are outgrowing basic accounting software and needing a true, integrated ERP.

I found their strategy centers on being your long-term guide through implementation, customization, and ongoing support. This directly addresses the market’s need for expert guidance, not just another transactional vendor relationship.

Now, let’s examine their core service capabilities.

Dynamics Square Features

Disconnected systems stifle business growth.

Dynamics Square solutions focus on implementing Microsoft Dynamics 365 products, acting as your expert guide. This integrated partner approach helps you unify your business operations. These are the five core Dynamics Square solutions that streamline complex processes.

1. Dynamics 365 Business Central Implementation

Outgrowing your current accounting software?

Sticking with basic accounting software often limits your growth, creating disconnected data for inventory, sales, and finance. This leads to inefficient processes.

Dynamics Square guides your Business Central implementation, from initial discovery to data migration and user training. From my testing, their phased “Quickstart” approach gets financials live swiftly. This solution unifies your operations, providing a single source of truth.

You gain a complete, real-time view of your entire SMB, enabling smarter decisions and eliminating manual data entry across departments.

2. Dynamics 365 Finance & Supply Chain Management Implementation

Complex global operations feeling unwieldy?

Large organizations with multi-entity accounting and intricate supply chains often struggle with standardization across diverse regions. This causes operational silos.

This solution tackles those challenges with deep process re-engineering for D365 F&O. Here’s what I found: they expertly configure advanced warehousing and global financial consolidations. This is where Dynamics Square shines for enterprise-level needs.

Your enterprise can standardize processes worldwide, gain predictive supply chain insights, and automate complex financial reporting with unprecedented accuracy.

3. Dynamics 365 Sales & Customer Service (CRM) Implementation

Sales and support teams still siloed?

Chaotic sales processes, poor lead tracking, and fragmented customer interactions directly impact your revenue and retention efforts. This frustrates your teams.

Dynamics Square unifies your sales, marketing, and service functions by configuring D365 CRM. They help you define sales stages and build dashboards. What impressed me most is how this solution centralizes customer interactions for better service.

Your sales team gets clear pipeline visibility, and support can resolve issues faster, leading to improved forecasting and and significantly higher customer satisfaction.

4. Power Platform Development

Need custom functionality without hefty dev costs?

Off-the-shelf software rarely fits every unique business process, leaving critical gaps that require manual workarounds. This limits your system’s full potential.

Dynamics Square develops custom applications and automated workflows using Microsoft’s low-code Power Platform. From my evaluation, this solution extends D365’s core value, building tailor-made tools for specific tasks like inspections or custom reports.

You get powerful, custom functionality that fills unique process gaps, maximizing your Dynamics 365 investment without the typical custom software development expenses.

5. Dedicated Support & Managed Services

Worried about post-implementation system stability?

After a new ERP or CRM goes live, ongoing user questions, troubleshooting, and system optimizations can divert your internal team’s focus. This impacts adoption.

Dynamics Square offers comprehensive support plans, acting as your outsourced administrator. They provide functional consulting beyond basic break-fix. What I love about this approach is how expert help ensures smooth, ongoing operations.

You ensure continuous user adoption and peak system performance, freeing your internal staff to concentrate on core business activities rather than system maintenance.

What I love about these Dynamics Square solutions is how they work together, providing a cohesive implementation and support ecosystem. This helps you maximize the value of your Microsoft Dynamics 365 investment.

Dynamics Square Pricing

Navigating complex software costs can be daunting.

Dynamics Square pricing operates on a custom quote model, reflecting their role as an implementation partner rather than a software vendor. This approach ensures your costs align precisely with specific project scope.

1. Pricing Model & Cost Factors

Their pricing structure is unique.

Dynamics Square’s pricing model centers on bespoke project quotes, not fixed tiers. What I found regarding pricing is that it’s influenced by Microsoft licensing fees, one-time implementation services, and ongoing support. Your total cost heavily depends on user count, project complexity, and chosen Dynamics 365 modules like Business Central or F&O, ensuring tailored investment.

From my cost analysis, this means your investment directly reflects your specific operational needs, avoiding charges for unused features or excess capacity.

2. Value Assessment & ROI

Does the value justify the cost?

Given Dynamics Square’s expertise in Microsoft Dynamics, their custom pricing offers significant long-term value. Instead of you wondering about hidden costs, their approach ensures you invest in a solution precisely configured for your business, potentially reducing future rework. This approach offers strong ROI by minimizing waste and optimizing system adoption compared to generic implementations.

The result is your budget gets a solution built to deliver specific operational efficiencies, maximizing your return on a strategic software investment.

3. Budget Planning & Implementation

Plan your budget carefully.

Beyond the recurring Microsoft licenses and ongoing support, the largest upfront expense is the one-time implementation fee. This covers discovery, configuration, data migration, and training. Budget-wise, you can expect substantial initial investment, particularly for complex F&O projects, which is typical for enterprise-grade ERP deployments requiring deep expertise.

So for your business, factor in these professional services costs heavily to ensure a smooth, successful transition and avoid unexpected budget overruns.

My Take: Dynamics Square’s pricing model aligns perfectly with their role as a high-touch implementation partner, offering custom solutions for SMBs and mid-market companies needing expert guidance on complex Microsoft Dynamics deployments.

Overall, Dynamics Square pricing reflects a consultative approach, providing tailored solutions for complex business needs rather than a one-size-fits-all package. Contacting sales is essential to get a precise quote for your project.

Dynamics Square Reviews

Real users offer clear insights.

To understand real-world experiences, I’ve analyzed Dynamics Square reviews from platforms like G2 and Capterra. This section dives into actual user feedback, providing a balanced perspective on their services.

1. Overall User Satisfaction

User satisfaction appears quite high.

From my review analysis, Dynamics Square generally receives strong positive feedback, especially concerning their customer support and consultant expertise. What stood out in customer feedback is how overall user experience connects to project management. This reflects a high degree of confidence in their service delivery.

This positive sentiment largely stems from prompt issue resolution and the knowledgeable guidance you receive. Their commitment to success is clear.

2. Common Praise Points

Their support and expertise truly shine.

Users consistently praise Dynamics Square’s responsiveness and the deep knowledge of their consultants. What I found in user feedback is how support teams are highly accessible and quick to resolve issues, often exceeding expectations post-implementation. This ensures ongoing operational smoothness.

For your business, this means reliable post-launch assistance and expert guidance whenever complex challenges arise. You’ll gain a true partnership.

3. Frequent Complaints

Some project challenges emerged.

What stood out in customer feedback were occasional reports of optimistic project timelines needing extensions, a common challenge in ERP implementations. Review-wise, minor communication gaps were sometimes noted, indicating a need for more proactive updates from project managers.

These issues appear typical for complex software rollouts and are generally not deal-breakers, but rather areas for improved communication. Plan for flexibility.

Overall, Dynamics Square reviews reflect a strong, service-oriented partner, with high marks for support and expertise despite common implementation hurdles. You’ll find genuine user satisfaction with their partnership approach.

Best Dynamics Square Alternatives

Navigating Dynamics 365 partners can be tricky.

The best Dynamics Square alternatives include several strong options, each excelling in different business scenarios. My competitive analysis reveals key decision factors you should consider for your specific needs.

1. RSM US LLP

For global enterprises with complex requirements.

RSM, a massive global consulting firm, offers extensive audit, tax, and broader consulting alongside its Dynamics practice. From my competitive analysis, RSM provides deeper global compliance capabilities if your needs extend beyond standard ERP implementation. This alternative suits large organizations needing comprehensive, multi-national support.

Choose RSM when you’re a large enterprise requiring broad, integrated services and global compliance backing at a higher price.

2. Velosio

Migrating from legacy Dynamics systems?

Velosio is a large, established U.S. partner with a broad portfolio, including legacy Dynamics products and their own add-on IP. What I found comparing options is that Velosio brings extensive legacy migration experience, making this alternative strong for those transitioning from older Dynamics versions or needing pre-built industry solutions.

Choose Velosio if you’re migrating from a legacy Dynamics product or need specialized industry add-ons that fit your business model.

3. JourneyTEAM

Need deep Microsoft stack integration?

JourneyTEAM is another U.S.-based partner with strong expertise across the entire Microsoft stack, including SharePoint, Office 365, and Azure, beyond just Dynamics 365. Alternative-wise, JourneyTEAM offers comprehensive Microsoft ecosystem integration, ideal if your project involves complex cross-product requirements or Azure infrastructure.

Choose JourneyTEAM when your project demands deep integration with the wider Microsoft ecosystem beyond standard D365 functionality.

4. Stoneridge Software

Operating in specific, niche industries?

Stoneridge Software focuses heavily on manufacturing, agriculture, and construction industries, earning a reputation for deep industry knowledge. What I found comparing options is that Stoneridge speaks your industry’s specific language from day one. This alternative provides highly tailored solutions for your unique sector’s challenges.

Choose Stoneridge Software if your business falls into their core industries and requires specialized, sector-specific expertise.

The best Dynamics Square alternatives depend on your specific business size, budget, and implementation complexity. Your ideal choice hinges on your unique operational requirements and support preferences.

Setup & Implementation

Is your business ready for a major software rollout?

Dynamics Square implementation is a guided, not DIY, journey. This Dynamics Square review section unpacks what deployment truly involves, setting realistic expectations for your business.

1. Setup Complexity & Timeline

It’s not a quick setup.

Dynamics Square implementation is inherently complex, typically taking 3-6 months for Business Central. While they manage the technical setup, your team’s significant time commitment is essential for process discovery, data cleanup, and user acceptance testing. This isn’t a self-service deployment.

Plan for dedicated internal project management. You’ll need to allocate resources for deep dives into your existing processes upfront.

2. Technical Requirements & Integration

Minimal tech, high integration.

Since Dynamics Square is cloud-based on Azure, primary technical requirements are a stable internet connection and modern web browser. What I found about deployment is that Dynamics Square handles all backend infrastructure, reducing your internal IT burden significantly. No complex server installations are needed.

Ensure your internet infrastructure is robust. Your IT team should be ready to facilitate access and basic network connectivity, not manage servers.

3. Training & Change Management

User adoption is your key.

Dynamics Square provides formal user training, but your internal adoption strategy is crucial. From my analysis, successful user adoption requires internal champions to provide ongoing, role-specific guidance. Don’t underestimate the learning curve for new processes and systems.

Identify and empower internal champions. Plan for continuous, post-launch peer-to-peer training to reinforce new workflows and system usage.

4. Support & Success Factors

Support makes the difference.

A frequently cited strength is Dynamics Square’s responsive and knowledgeable support. They use a formal ticketing system, providing a strong safety net post-launch. From my implementation analysis, their support quality is a key differentiator, ensuring issues are quickly resolved. This fosters confidence.

Leverage their formal ticketing system for efficient issue resolution. Prioritize clear communication with their project managers for proactive updates.

Overall, Dynamics Square implementation is a structured process requiring mutual commitment. Successfully deploying requires active internal participation and clear communication for long-term benefits.

Who’s Dynamics Square For

Is Dynamics Square the right partner for you?

In this Dynamics Square review, I analyze who best utilizes their Microsoft Dynamics expertise. You’ll find clear guidance here on business profiles, team sizes, and use cases where they truly excel.

1. Ideal User Profile

SMBs ready for unified ERP systems.

Dynamics Square is ideal for small to medium-sized businesses ($10M-$250M revenue) that have outgrown entry-level accounting software like QuickBooks or Xero. From my user analysis, companies committed to the Microsoft ecosystem for Dynamics 365 implementations will find their expertise invaluable.

You’ll see success if you operate in retail, manufacturing, or professional services and prioritize a close, responsive partner.

2. Business Size & Scale

Optimal for growing mid-market companies.

Dynamics Square best serves mid-market companies or SMBs from $10M up to $250M in revenue. What I found about target users is that your business needs sufficient scale to justify a comprehensive ERP implementation and ongoing support.

You’ll fit well if you have outgrown basic tools and are ready for an integrated, robust system.

3. Use Case Scenarios

Expertise in Microsoft Dynamics 365 solutions.

Dynamics Square excels at implementing, customizing, and optimizing Microsoft Dynamics 365 Business Central, Finance, and CRM. User-wise, this works for you if you’re transitioning from legacy systems to a modern, integrated Microsoft cloud environment for your ERP needs.

You’ll benefit if your core need is a guide to correctly implement and provide ongoing support for these specific Microsoft products.

4. Who Should Look Elsewhere

Not for every business profile.

If you’re a very small startup needing only basic accounting, or your organization isn’t committed to the Microsoft technology stack, Dynamics Square isn’t your ideal fit. From my user analysis, extremely niche industrial processes outside Microsoft Dynamics may require alternative, specialized ERP solutions.

Consider simpler accounting software or highly specialized, industry-specific solutions if your core needs diverge from Microsoft’s ecosystem.

Overall, your success with Dynamics Square hinges on your commitment to the Microsoft ecosystem and readiness for a comprehensive ERP. This Dynamics Square review shows their expertise aligns with specific growth-oriented businesses.

Bottom Line

Dynamics Square is your dedicated Microsoft partner.

My Dynamics Square review offers a decisive assessment, guiding you through their core value proposition and specific scenarios where they can elevate your business operations. I’ll distill the key insights from my analysis for your confident decision-making.

1. Overall Strengths

Their Microsoft expertise is truly exceptional.

Dynamics Square excels as a focused Microsoft Solutions Partner, offering deep expertise in Dynamics 365 implementation and support. Users consistently praise their responsiveness and the profound knowledge of their consultants. From my comprehensive analysis, their support team is highly responsive post-implementation, a crucial asset.

These strengths mean you get expert guidance and reliable post-go-live assistance, ensuring your complex ERP projects succeed without typical headaches.

2. Key Limitations

Be aware of project timeline realities.

While most feedback is positive, some users reported initial project timelines were occasionally too optimistic, leading to extensions. A minority of reviews also noted communication gaps or a need for more proactive project status updates. Based on this review, complex ERP implementations often face timeline adjustments during their rollout.

These limitations are common for extensive software rollouts, highlighting the critical need for realistic planning and consistent communication to manage expectations.

3. Final Recommendation

Dynamics Square is a top-tier partner.

You should choose Dynamics Square if your business requires a highly experienced, dedicated Microsoft Dynamics 365 implementation partner. They excel for SMBs and mid-market companies needing expert guidance transitioning to a modern cloud environment. From my analysis, their specialized focus ensures implementation success for complex Microsoft deployments.

My strong recommendation comes down to their proven expertise and customer satisfaction in guiding organizations through critical business software transformations.

This Dynamics Square review confirms their strong position as a reliable Microsoft partner. My overall assessment conveys high confidence in their ability to deliver results, especially for complex deployments.