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Dynamics 365 Partner in Canada
Dynamics 365 CRM and Business Central consulting, data migration and support for Canadian businesses, planned around provincial taxes and bilingual needs.
- GST, HST, PST & QST
- CAD & USD trading
- English & French documents
- Multi-province operations
Your Dynamics 365 partner in Canada
Canadian businesses operate across provinces with different tax rules, trade heavily with the United States and often serve customers in both English and French. Disconnected systems make that complexity expensive. Microsoft Dynamics 365 gives finance, operations and customer teams one connected platform.
Winzi Technologies implements Business Central and Dynamics 365 CRM for Canadian organizations, handling configuration, data migration, integration, training and ongoing support.
What we help with
- Business Central implementation and support
- Dynamics 365 Sales and Customer Service
- Data migration and integrations
- Power BI and Power Platform
- Training and ongoing support, 24 hours Monday to Friday
Dynamics 365 services for Canada
From first workshop to ongoing support, configured for how businesses in Canada operate.
Business Central implementation
Implementation of Business Central for finance, supply chain, projects and reporting, configured for GST/HST and provincial taxes.
Business Central implementation →Dynamics 365 CRM and Sales
Dynamics 365 Sales and CRM for sales teams in Canada: pipeline, forecasting, quotes and customer history in one place.
Dynamics 365 Sales →Customer Service
Case management, response tracking and service workflows that keep customers informed and your team accountable.
Customer Service →Data migration
Migration from QuickBooks, Sage or spreadsheets with test loads and reconciliation, so your opening balances match.
Data migration →Integration and automation
Connect Dynamics 365 to banks, e-commerce, payment and logistics systems used in Canada, and automate approvals with the Power Platform.
Integration services →Power BI reporting
Live dashboards for finance, sales and operations, built on your Dynamics 365 data.
Power BI services →Local requirements we plan for
Every country has its own tax, language and compliance expectations. We confirm yours in discovery, before configuring anything.
GST, HST, PST and QST
We configure tax codes by province and confirm reporting requirements, using add-ons only where your scenario needs them.
CAD with USD and cross-border trade
Manage multi-currency sales and purchasing with exchange-rate handling and clear reporting.
English and French documents
Quotes, invoices and customer communications can be customized for English, French or both.
Privacy-aware access controls
Role-based security and audit logging support your own privacy policies. Your obligations under laws such as PIPEDA depend on your organization.
Industries we serve in Canada
Industry-specific Dynamics 365 solutions, configured for your sector.
How we work
A clear, phased approach so you know what happens at each stage.
Discovery workshop
We map your processes, reporting needs and integrations, then agree scope, phases and a realistic timeline.
Business Central consulting →Configure & customize
We set up Dynamics 365 around your workflows and build only the extensions you genuinely need.
Customization services →Migrate & integrate
Master data and opening balances are migrated and reconciled, and your other systems are connected.
Data migration →Train, go live & support
Role-based training and hands-on go-live help, followed by ongoing support and maintenance.
Support services →Frequently asked questions
Dynamics 365 in Canada: common questions answered.
Can Business Central handle GST, HST, PST and QST?
Yes, tax setup by province is supported. We confirm your exact tax and reporting needs during discovery.
Can documents be produced in French and English?
Yes. Document and report layouts can be customized for both languages.
Can you migrate us from QuickBooks, Sage or spreadsheets?
Yes. We migrate master data, open transactions and opening balances, then reconcile before go-live.
Do you support businesses trading with the US?
Yes. We configure multi-currency, cross-border tax handling and integrations with your US partners and platforms.
We also serve
Talk to a Dynamics 365 partner for Canada
Tell us about your business and goals. We will outline the right modules, a phased plan and what to expect.