Technology Partnerships That Power Transformation
Our Business Operations Framework
DynaSUM connects technology decisions with the business processes they are meant to improve. Our practice areas are designed around three responsibilities: solve the business problem, operate the technology, and execute critical finance functions.
Design the right operating model for your business, goals, and objectives.
DynaSUM starts with the business problem, not a product catalogue. We map financial, operational, and data workflows to identify where fragmented systems, manual work, poor visibility, or outdated architecture are constraining performance. The result is a solution designed around the way the business needs to operate, with Microsoft Business Applications, AI, data, cloud, and automation applied where they create measurable value.
We deliver project-based services and components augmenting the product life cycle.
Implementation is only one point in the technology lifecycle. DynaSUM provides managed technology services across applications, cloud, data, AI, integrations, and ongoing optimization so internal teams are not left carrying the operational burden after go-live. We monitor performance, resolve issues, manage changes, and maintain the architecture as business requirements evolve.
Merge technology, compliance, and security into finance operations.
DynaSUM combines finance transformation with finance and accounting execution. We can modernize the systems supporting financial operations while providing the people and processes required to run functions such as accounting, AP, AR, payroll, tax support, and reporting. That connects the technology layer with the operational capacity needed to produce timely, reliable financial information.
Our Expertise
Technology projects rarely fail because of software and among many reasons of failure are disconnected business processes, data, and operations. We bring these together by building a unified operating model around Dynamics 365, combining AI-first business solutions with architecture designed for long-term operational performance.
Services
Advisory
Every successful transformation starts with the right business strategy. We evaluate your processes, technology landscape, operational priorities, and long-term business goals before recommending the architecture, roadmap, and governance required for sustainable change.
- AI and Digital Strategy
- Technology Consulting
- ERP and CRM Assessment
- Solution Architecture
- Security and Governance
Transform
Turn business strategy into production-ready technology. We implement enterprise applications, build custom solutions, engineer AI capabilities, and deliver cloud and data platforms that support measurable operational improvement across the organization.
- Solution Implementation
- Business Transformation
- Custom App Development
- AI and Agent Engineering
- Data and Cloud Engineering
Integrate
Disconnected systems lead organization heads to make disconnected decisions that ultimately affect the overall operations. We connect business applications, enterprise data, workflows, APIs, and AI capabilities so information moves reliably across your technology ecosystem without manual intervention.
- Systems Integration
- API and App Integration
- Data Integration
- Workflow Automation
- AI Integration
Modernize
Replace technical debt with modern systems without disrupting business operations. We modernize legacy applications, migrate platforms to the cloud, upgrade existing Microsoft environments, and build scalable architectures designed for future business growth.
- Application Modernization
- Legacy Modernization
- Upgrade Services
- On-Premise to Cloud
- Data and Platform Migration
Manage
Technology requires continuous ownership after implementation. We manage enterprise applications, cloud environments, AI operations, platform reliability, and ongoing support so internal teams can focus on strategic business priorities.
- Application Management
- Cloud Operations
- Data and AI Operations
- AI Agent Management
- Support and Reliability
Optimize
Business, process, workflow, or operations transformation does not end at deployment. We continuously improve application performance, user adoption, operational governance, technology costs, and platform efficiency to ensure your Microsoft ecosystem keeps delivering business value.
- Health and Performance
- Continuous Improvement
- Cost & License Optimization
- Adoption and Training
- Governance and CoE
DynaSUM Foundry
A native Dynamics 365 Business Central application that seamlessly integrates with ConnectWise PSA. Designed specifically for Managed Service Providers, it synchronizes agreements, invoices, and expenses in real time and effectively eliminates external middleware, manual reconciliation, and disconnected billing cycles.
Manage property operations, financial processes, tenant services, maintenance activities, and business reporting through a centralized platform built for real estate and property management organizations.
Unify container tracking, shipment scheduling, and logistics cost management within the Microsoft Dynamics 365 Business Central environment. PortWise eliminates manual logistics updates by providing real-time container visibility and automated cost allocation for freight and supply chain operators.
Automate asset calibration and compliance tracking directly within Business Central using a unique solution designed for compliance-driven operations. The natively integrated extension replaces manual spreadsheets with an audit-ready system while managing calibration schedules, automated alerts, and digital certificates to eliminate regulatory risk.
Automate your payment collection and reconciliation cycles. By generating Stripe payment links directly from Business Central Sales Orders, this native app removes manual follow-ups and automatically writes Customer Payment Journals as soon as payments clear, ensuring a single source of financial truth.
Connect service execution and financial reporting with TaskCentral, which is a native two-way connector that synchronizes AutoTask PSA directly with Business Central. By automating the flow of tickets, projects, and time entries into your ERP, it eliminates manual data entry, accelerates billing cycles, and maintains a single source of truth.
Industries We Serve
DynaSUM adapts its technology, AI, and operational expertise to the economics and workflows of each industry. The objective is not industry-specific technology for its own sake, but measurable improvement in how the business operates.
Our AI-First Technology Ecosystem
DynaSUM brings together Microsoft cloud, AI, data, automation, integration, security, and development technologies to support enterprise transformation. Technologies are selected according to the operating requirements, architecture, and governance model rather than deployed as disconnected products.
Cloud & Infrastructure
AI & Copilot
Data & Analytics
Business Applications
Low-Code & Automation
Integration & APIs
Security & Governance
Development & Delivery
How We Operate
DynaSUM engages as a transformation and operations partner, not simply an implementation vendor. We begin by understanding the business architecture, then establish the right technology path, validate it in practice, implement at scale, and remain involved as the environment evolves.
Architecture and Audit Strategy
We assess business processes, applications, data, integrations, infrastructure, security, and operating requirements to establish the current-state architecture and define a practical transformation roadmap.
Pilot and PoC
Before committing to broad deployment, we validate critical workflows, AI use cases, integrations, and architectural decisions through targeted pilots or proofs of concept. This reduces implementation risk and exposes design issues early.
Full-Cycle Implementation
Once the architecture is validated, we move into production delivery across applications, data, integrations, automation, AI, and change management. Business requirements remain the reference point throughout implementation.
Monitoring and Post-Launch Optimization
Go-live marks the beginning of operational ownership at DynaSUM. We monitor application health, cloud environments, data, AI capabilities, adoption, and performance, then continuously improve the environment as requirements and business conditions change.
Why DynaSUM?
DynaSUM brings strategy, implementation, technology operations, and business-process execution into one accountable ecosystem, giving executives a clearer path from business problem to sustained operational performance.
Business-First, Technology Driven
We do not begin by prescribing a Microsoft product but first understand the process, business objective, constraints, and desired outcome, then determine the technology and architecture required to support it.
Microsoft Ecosystem Breadth
DynaSUM works across Microsoft Business Applications, AI, cloud, data, automation, and modern work. The value lies in connecting these capabilities around an operating requirement rather than treating each technology as an isolated implementation.
Unified Technology and Business Operations
Implementation is only part of the engagement, and we can continue with application management, cloud operations, data and AI operations, support, optimization, and selected finance and accounting processes after deployment.
AI Embedded in Daily Operations
We apply Copilot, agents, automation, and AI integration to finance, sales, service, operations, data, and workforce workflows where they can reduce manual effort or improve decision-making.
One Lifecycle, Clearer Accountability
From advisory and architecture through implementation, integration, modernization, management, and optimization, DynaSUM maintains continuity across the technology lifecycle. Clients do not have to rebuild context with a new provider after every phase.
Flexible Delivery
DynaSUM combines senior consulting capability with scalable global delivery. Clients can engage for a focused transformation or extend the relationship into managed technology and business-process operations as their needs evolve.
Key questions
1. Do you only implement Microsoft solutions, or do you manage them after deployment?
DynaSUM covers the full technology lifecycle for our clients as we advise, implement, integrate, modernize, manage, and optimize Microsoft environments after go-live, including applications, cloud, data, AI, and integrations.
2. How do you determine which Microsoft technologies our business actually needs?
We start with the operating problem, existing architecture, processes, data, and business objectives. We then recommend the appropriate Microsoft applications, cloud services, AI capabilities, integrations, and automation rather than prescribing products upfront.
3. Can DynaSUM integrate AI into our existing ERP, CRM, and business workflows?
DynaSUM integrates Copilot, AI agents, automation, and AI services into existing business applications and workflows. The focus is on practical use cases such as finance automation, sales support, service operations, data analysis, and exception handling.
4. Can you modernize legacy Dynamics environments such as GP, NAV, or AX?
We can assess existing Dynamics GP, NAV, and AX environments and determine whether optimization, integration, upgrade, modernization, or migration provides the most appropriate path based on business requirements and technical constraints.
5. Can you provide technology services and finance operations through the same engagement?
We combine technology transformation with finance and accounting BPO, allowing organizations to modernize the systems supporting finance while also outsourcing selected processes such as accounting, AP, AR, payroll, and related back-office activities.
6. Can DynaSUM work alongside our existing IT team and technology providers?
DynaSUM can operate as a transformation partner, specialist delivery team, or extension of an existing IT organization. We can take responsibility for defined workstreams while integrating with internal teams, existing architecture, and other technology providers.
Ready to Turn Strategy Into Impact?
Let’s build the right mix of AI, Microsoft technology, automation and business expertise to move your transformation forward.