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Dynamics 365 Partner in the USA
Dynamics 365 CRM and Business Central implementation, customization and support for US businesses, with weekday coverage that spans US time zones.
- US sales tax setup
- Multi-state operations
- QuickBooks & legacy migration
- 24-hour weekday support
Your Dynamics 365 partner in the USA
Many US companies outgrow entry-level accounting software, spreadsheets and disconnected CRMs at the same moment: more entities, more states, more integrations and more reporting demands. Microsoft Dynamics 365 gives growing businesses one platform for finance, operations, sales and service that can scale with them.
Winzi Technologies works with US organizations on Business Central and Dynamics 365 CRM projects, from discovery through data migration, integration, training and ongoing support. We plan workshops and support around your working hours.
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 the USA
From first workshop to ongoing support, configured for how businesses in the USA operate.
Business Central implementation
Implementation of Business Central for finance, supply chain, projects and reporting, configured for US sales tax and multi-state needs.
Business Central implementation →Dynamics 365 CRM and Sales
Dynamics 365 Sales and CRM for sales teams in the USA: 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 the USA, 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.
Sales and use tax by jurisdiction
We configure tax setup for the states and jurisdictions you sell into, and connect a tax engine where your volume or complexity requires one.
Multiple entities and states
Intercompany, consolidation and dimensions let you report by entity, state, department or location.
Integrations with US platforms
Payment providers, e-commerce platforms, EDI partners and carriers can be connected to reduce manual entry.
Privacy and access controls
Role-based security and audit logging help you apply your own data-protection policies. Your obligations under state privacy laws depend on your business.
Industries we serve in the USA
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 the USA: common questions answered.
Can you migrate us from QuickBooks, Sage or spreadsheets?
Yes. We migrate customers, vendors, items, open transactions and opening balances from accounting packages, other ERP systems and spreadsheets, with test loads and reconciliation before go-live.
Does Business Central handle US sales tax?
Business Central includes tax setup by jurisdiction. Complex multi-state scenarios may need a tax engine, and we confirm the right approach during discovery.
Can your team work around US business hours?
Our team is available 24 hours, Monday to Friday, so workshops, go-live support and ongoing help can be scheduled around your working day.
Do you support businesses with several entities or states?
Yes. We configure multiple companies, intercompany transactions, consolidation and reporting by dimension.
We also serve
Talk to a Dynamics 365 partner for the USA
Tell us about your business and goals. We will outline the right modules, a phased plan and what to expect.