Business Transformation Scaled to Your Operating Model

Disconnected systems, manual workflows, and fragmented vendor ecosystems 0eventually break as organizations grow and scale. We design Microsoft technology architectures and provide the managed operational teams to match your exact stage of maturity, ensuring you build scalable foundations today without accumulating technical debt for tomorrow.
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Transformation Pathways We Build For Your Organization

Resilient growth demands moving ahead from legacy constraints. We build and adapt our integration strategies, risk management, and operational support models to intercept the specific bottlenecks blocking your next move towards scalability.

DynaSUM startup_technology_ai_icon

Startup

Startups cannot make mistakes they later regret and require rapid operational foundations that are meant to support the initial growth stages and heavy enterprise overhead. We focus on speed-to-market and keeping internal headcount lean.

  • Agile Foundations: We deploy Microsoft Power Apps for rapid internal tooling and automated workflows to eliminate manual administration, fast-track repetitive tasks, and reduce overhead. 
  • Scalable Finance: We implement early-stage Microsoft Dynamics 365 Business Central combined with outsourced bookkeeping and AP/AR teams to manage burn rate and keep your internal team focused on product-market fit.
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Small Business

Organizations with 10 to 100 employees often hit a ceiling as the majority of their work is trapped in spreadsheets, disconnected sales tools, and entry-level accounting software.

  • System Consolidation: We migrate your data off disparate tools and basic software like QuickBooks or Xero into a unified Dynamics 365 Business Central environment.  
  • Operational Capacity: To counter prohibitive local hiring costs, we supply dedicated offshore accounting teams to accelerate month-end close and standardize CRM data through our BPO services. 
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Mid-Market

For mid-market organizations, DynaSUM’s core focus is helping them overcome the friction presented by legacy systems, siloed departments, and M&A integration challenges.

  • Unified Modernization: We replace low-productivity legacy ERPs such as Dynamics GP, NAV, or AX with automation-ready and AI-enabled solutions for comprehensive Dynamics 365 Finance and Supply Chain deployments.  
  • AI & Data Readiness: We consolidate multi-entity reporting using Microsoft Fabric and integrate Copilot Studio agents to automate complex middle-office workflows.  
  • Co-Managed Execution: We provide managed Microsoft Dynamics 365, IT services, and full-service finance BPO services to handle processes and transactions your internal team can no longer sustain.
Profitability & Reporting

Enterprises

For organizations exceeding $500M in revenue, DynaSUM team’s priority shifts from basic functionality to global governance, compliance, and zero-downtime execution using advanced tooling, multidisciplinary solutions, and interconnected software. 

  • Global Governance: We architect multi-currency, multi-entity Dynamics 365 environments, customizing them to your organization’s requirements and multi-location services secured by Microsoft Entra ID and Purview data governance.  
  • Enterprise Scale: We establish internal Centers of Excellence (CoE) for low-code development and provide 24/7 managed application operations to ensure critical infrastructure remains stable and compliant.

DynaSUM Solutions Delivery Architecture | Customized to your Growth Stage

DynaSUM does not hand over a software license and walk away; we are in for the long haul and support your operations from Startup to Enterprise stage. Our delivery framework shifts based on your operational maturity, budget tolerance, and immediate capacity needs.
Technology-First Operations

Technology-First Operations

DynaSUM unites technical implementation with outsourced back office and finance operations. We bridge IT and BPO solutions, configuring them on the Microsoft platform to improve your operational, accounting, and back-office processes, completely overhauling day-to-day operations to support long-term plans. 

AI-First Execution

AI-First Execution

At DynaSUM, artificial intelligence is a native workflow engine working with Microsoft Copilot and autonomous agents directly into Dynamics 365 and Microsoft Fabric for customer-service triage, data reconciliation, sales, marketing, and a wide range of services. 

Flexible Engagement Models

Flexible Engagement Models

We map our delivery schedule and engagement models to your requirements. From agile sprints to fixed-scope milestones, dedicated teams, and managed services, we offer custom application development, legacy software migrations, modernization, and augment your IT teams with specific skill sets.

End-to-End Ownership

End-to-End Ownership

Fragmented vendor ecosystems cause project failure, but our approach is different, and we take single-source accountability across the entire transformation lifecycle, working on architecture, transforming the platform, integrating third-party tools, migrating data, managing cloud operations, and continuous optimization. 

Tech Stack We Use for Design and Development

Enterprise ERP and CRM Platforms

Microsoft Dynamics 365 Finance
Microsoft Dynamics 365 Finance
Microsoft Dynamics 365 Supply Chain
Microsoft Dynamics 365 Supply Chain
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Customer Service
Microsoft Dynamics 365 Customer Service
Microsoft Dynamics 365 Field Service
Microsoft Dynamics 365 Field Service
Microsoft Dynamics 365 Project Operations
Microsoft Dynamics 365 Project Operations
Business Central
Business Central

Intelligent Automation & Low-Code

Power Apps
Power Apps
Power Automate
Power Automate
Power Pages
Power Pages
Power BI
Power BI

Data, Cloud, and Applied AI

Microsoft Fabric
Microsoft Fabric
DynaSUM Microsoft Azure
Azure Infrastructure
DynaSUM Microsoft Azure
Azure AI
Microsoft Copilot Studio
Copilot Studio
Microsoft Copilot
Microsoft 365 Copilot
Dataverse
Dataverse

Proprietary DynaSum Accelerators

TaskCentral
TaskCentral
PortWise
PortWise
DynaConnect
DynaConnect

AI-Native Startups Reach $1 Billion Valuation 2X Faster!

Startups and small businesses with AI at their core reach billion-dollar valuations in 3.5 years on average. Let’s build an AI-native strategy for your organization as the DynaSUM experts set the stage for your success.

FAQs

We support legacy environments like Dynamics GP, NAV, and AX and work on them to stabilize your current operations while building a secure modernization and cloud migration roadmap that does not disrupt daily operations. 

Instead of coordinating between an IT vendor and a separate accounting firm, DynaSUM provides both under one roof. We modernize your finance software and deploy our own offshore finance professionals to execute your AP/AR, payroll, and month-end close directly within that new architecture.

It’s not necessary to use only the Microsoft Dynamics ecosystem when you work with DynaSUM. While we are an AI-first Microsoft Solutions Partner, we routinely build API connections and data pipelines for different ecosystems, including SAP, Oracle, Salesforce, NetSuite, QuickBooks, and Xero, and you can also choose based on your upcoming needs and growth plans. 

We prioritize governance before deployment, identify the processes and workflows where AI is needed, segregate the data that AI can access, and set limitations. We utilize Microsoft Entra ID, Purview, and strict role-based access controls to ensure Copilot and autonomous agents only access the enterprise data they are explicitly authorized to use.

We stay connected with your organization even after deployment for continuous monitoring and optimization. Following a standard hypercare stabilization phase, clients can transition into recurring managed services covering 24/7 application support, cloud monitoring, AI agent management, and continuous functional improvements.

Still have questions?

We’re happy to help. Reach out to discuss your needs, challenges, and how AI can fit your business.