Your guided look at Microsoft Cloud products and associated services.
No products match your search.
xMonthly helps clients understand and maximize the value of their Microsoft ecosystem investments.
Included Services
Unlock the full potential of your Microsoft Cloud investments with licensing consulting services.
This assessment gives a clear, practical view of what Microsoft Copilot can support.
Discover and explore services from xMonthly and xMonthly Agents, and also list your own.
Microsoft 365 Copilot is an AI assistant designed to help revolutionize the way your business operates.
Included Services
Seamless implementation of M365 Copilot for smarter, AI-driven business operations.
Introduce your team to Microsoft 365 agents and learn how to use these AI tools.
Reliable support for Microsoft 365 to reduce day to day friction and help teams stay productive.
Microsoft Licensing
Available for business with fewer than 300 users.
A general-purpose AI assistant embedded across Word, Excel, PowerPoint, Outlook, and Teams.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Microsoft 365's familiar office tools get an AI enhancement to boost productivity and collaboration.
Included Services
This interactive workshop guides organizations through Microsoft 365 adoption strategies.
Expert migration and setup of your business' new Microsoft 365 cloud environment.
Get assistance strengthening your organization's security posture across Microsoft 365.
Microsoft Licensing
Best for organizations that need core productivity tools, device management, and baseline security.
Best for businesses that require advanced security, compliance, analytics, and voice capabilities.
Best for organizations that want to operationalize AI across the entire business with a single, governed platform for productivity, security, identity, and AI agents.
Choose Business Basic if you need essential cloud services like email, Teams, and file storage, but don’t require desktop Office apps.
Choose Business Standard if your team needs full Office apps and collaboration tools without advanced security or device management.
Choose Business Premium if you need everything in Standard plus advanced security, device management, and compliance tools.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Dynamics 365 Business Central is a management solution designed to streamline your operations.
Included Services
Custom Business Central AL code development to extend functionality and performance.
End-to-end implementation for streamlined operations and improved efficiency.
Make the move to Business Central with minimal disruption and maximum performance.
Get help managing Business Central projects efficiently to reduce risk and maximize ROI.
Reliable support for Business Central to resolve issues and maintain performance.
Learn the essentials of managing and maximizing Business Central's capabilities.
Microsoft Licensing
Best for light users who need read-only access or occasional updates.
Best for core business users managing day-to-day operations.
Best for businesses with advanced operational needs like manufacturing or service management.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Dynamics 365 Finance with Copilot is a cloud platform for your business' financial operations.
Included Services
Modernize financial operations with a tailored ERP deployment.
Keep your financial platform running smoothly with support services.
Technology adoption depends on user confidence... equip your finance team for success.
Microsoft Licensing
The standard version of Microsoft’s enterprise financial management solution.
An enhanced version that includes advanced planning and analytics capabilities.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Dynamics 365 Supply Chain Management with Copilot manages tasks across your supply chain.
Included Services
Our Agents get you ready for daily supply chain operations.
Our Agents help stabilize and improve system performance.
Help your team learn supply chain management software.
Microsoft Licensing
The standard version of Microsoft’s supply chain solution, designed to manage core logistics, manufacturing, and inventory operations
An enhanced version of the standard license that includes advanced planning, analytics, and AI-driven insights
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Dynamics 365 Customer Service with Copilot enhances customer satisfaction and streamlines service.
Included Services
Deliver faster and personalized customer support experiences.
Assisstance to maintain your customer service platform.
Training to master Dynamics 365 Customer Service features.
Microsoft Licensing
A streamlined solution for basic customer service needs, best for small to mid-sized teams with straightforward support processes.
An AI-powered contact center solution for enterprises that need a unified platform for digital and voice customer engagement.
A platform with complex service operations, best for teams that need automation, scalability, and multichannel support.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Dynamics 365 Sales with Copilot helps you build customer relationships, act on data insights, and close deals.
Included Services
Launch Dynamics 365 Sales to unify data, accelerate deals, and improve forecasting.
Proactive support to keep Dynamics 365 Sales running smoothly and efficiently.
Empower your sales team with hands-on Dynamics 365 CRM learning sessions.
Microsoft Licensing
Best for organizations looking to enhance sales performance with AI (add-on for Professional, included with Premium).
Best for small to mid-sized businesses needing core sales force automation.
Best for larger teams needing advanced customization and automation.
Best for organizations looking to leverage AI for predictive selling and relationship intelligence.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Power Platform helps you analyze data, build custom apps, automate workflows, and create AI chatbots.
Included Services
Get production ready apps with data models, strong security, and a scalable foundation.
Guidance for workflow automation, error resolution, and performance improvement.
Training for creating, customizing, and maintaining automated workflows.
Strengthen your reporting and analytics capabilities.
Training that helps teams design, build, and manage secure business websites.
Transform your operations with Power Platform solutions.
Microsoft Licensing
Best for large enterprises deploying Power Apps at scale (minimum 2000 users for premium license)
Best for teams that need to collaborate and share reports
Best for individual users needing full automation capabilities
Best for organizations with users who need to build and run multiple apps and portal
Best for organizations with advanced analytics needs and large-scale deployments
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Copilot Studio is a versatile platform that allows you to create custom AI assistants tailored to your needs.
Included Services
Specialized assistance for fine-tuning, monitoring, and evolving AI agent systems.
Build custom AI agents using Copilot Studio's design tools.
Our experts create AI agents tailored to your workflows.
Microsoft Licensing
Best for organizations already using Microsoft 365 Copilot, users who need conversational AI within familiar Microsoft environments.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Copilot in Microsoft Teams helps users by summarizing meetings, suggesting actions, and more.
Included Services
Enhance collaboration with a customized SharePoint and Teams design.
Review of Teams security with actionable update strategies.
Upgrade to Teams Premium to elevate meeting experiences.
Microsoft Licensing
Best for small businesses, startups, and organizations that need a simple, affordable collaboration tool.
Best for large organizations, enterprises, and institutions with advanced security, compliance, and integration needs.
An add-on license that enhances your Teams experience with AI-powered features, advanced security, and personalized meeting tools.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Microsoft Azure delivers cloud services while Copilot adds AI resource management, troubleshooting, and automation.
Included Services
Deploy Azure solutions to modernize infrastructure and drive digital transformation.
Comprehensive sessions covering Azure fundamentals, security, and configurations.
Responsive support for troubleshooting, updates, and improving Azure performance.
Centralized management, security, and visibility for every AI agent in your Microsoft 365 environment.
Included Services
The Agent 365 Quick Start service gives clients a clear, structured entry point: a readiness assessment that identifies where AI…
AI Workforce Transformation takes organizations from early Copilot adoption into full, department-wide AI deployment.
Ongoing optimization, new agent development, and full lifecycle management for your AI environment.
Acumatica Cloud ERP unifies financials, operations, CRM, and industry-specific capabilities into one modern system.
Included Services
Ensure Acumatica is configured, aligned with business processes, and ready for daily use.
Acumatica training that helps teams navigate workflows and gain confidence in the platform.
Support for Acumatica to keep your financial and operational processes running smoothly.
Dynamics 365 Field Service connects work orders, scheduling, technicians, and assets into one system, helping teams shift from reactive fixes to predictable, data-driven service.
Included Services
Set up work order management, scheduling, and the mobile app to match how your field teams actually operate.
Move existing service and scheduling data into Dynamics 365 Field Service with minimal disruption to technicians.
Ongoing support for scheduling, mobile technician issues, and Copilot-powered service operations.
Microsoft Licensing
A limited access license providing core Field Service capabilities, tailored for external users.
A full-featured, per-user license for individuals who need complete access to Field Service tools and data.
A shared-device license that allows multiple users to access Field Service features from a single device.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Dynamics 365 Contact Center is a Copilot-first, cloud-native contact center that brings agentic intelligence and omnichannel service to every customer engagement.
Included Services
End-to-end setup and configuration of Dynamics 365 Contact Center for a fast, reliable rollout.
Move from a legacy contact center platform to Dynamics 365 with minimal disruption to live operations.
Ongoing support to keep omnichannel routing, IVR, and Copilot capabilities running smoothly.
Microsoft Licensing
Best for teams focused on digital-first support without voice, including live and persistent chat and messaging via social channels.
Best for voice-centric support teams or those integrating with existing digital tools, including inbound and outbound voice routing, voicemail, call recording, and transcription, and IVR and self-service voice bots.
Best for organizations needing both digital and voice channels in a single solution.
Pricing is per user per month. Seat count and billing cycle are confirmed at checkout.
Dynamics 365 Customer Insights unifies customer data into a single, AI-ready platform, so sales, marketing, and service teams can act on one accurate view of every customer.
Included Services
Unify your customer data sources and stand up Customer Insights to match how your teams actually work.
Move existing customer data and journeys into Dynamics 365 Customer Insights with minimal disruption.
Ongoing support for data unification, journey orchestration, and Copilot-powered segmentation.
Binary Stream builds embedded financial extensions that simplify ERP processes for Microsoft users.
Products (3)
Get complete visibility into financial performance across all your business units
With Multi-Entity Management (MEM), you can seamlessly oversee financial processes, automate intercompany transactions, and consolidate reporting across all your legal entities—right within your Microsoft ERP solution. Don’t just take our word for it, see what our customers have achieved.
Documentation & Resources
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Gain complete visibility across all entities with a unified view of financial performance.
Gain complete visibility across all entities with a unified view of financial performance.
Seamlessly manage the entire order-to-cash process
Unlock greater efficiency with automated billing, streamlined compliance, and advanced reporting insights. No matter how intricate your pricing models are, Subscription Billing simplifies your processes.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Simplify the entire order-to-cash process with integrated billing, collections, payments, and reporting.
Simplify the entire order-to-cash process with integrated billing, collections, payments, and reporting.
Say goodbye to manual lease management and complex accounting
Advanced property and lease management software, right within your Microsoft ERP. From accounting and billing to compliance and administration, Property & Lease streamlines the entire lease lifecycle.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Seamlessly integrate with Dynamics 365 Business Central to optimize your lease administration processes and automate billing workflows to gain real-time insights.
Purpose-built for lease accounting by accountants, this solution streamlines the entire lease lifecycle with intuitive compliance and administration features.
Designed by accountants, this solution streamlines accounting and administration across the lease lifecycle.
Automate accounts payable, expense management, document processing, and financial workflows within Dynamics 365 Business Central.
Continia enhances Microsoft Dynamics 365 Business Central with intelligent automation solutions that streamline accounts payable, document management, expense reporting, payment processing, and financial operations. By reducing manual data entry and improving workflow visibility, Continia helps organizations increase efficiency, improve compliance, and accelerate financial processes.
Included Services
Deploy and configure Continia solutions within Dynamics 365 Business Central, including system setup, workflow design, user training, testing, and go-live.
Automate invoice processing and accounts payable workflows by capturing, validating, and routing vendor invoices directly into Business Central.
Implement automated expense reporting and approval workflows that simplify employee reimbursement processes and improve financial controls.
Configure secure payment processing workflows that streamline vendor payments, approvals, bank integrations, and audit compliance.
Design and automate customer-facing documents including invoices, statements, purchase orders, and reports using branded templates and automated delivery.
Connect Business Central with banking platforms to automate reconciliation, import bank transactions, and improve cash management processes.
Evaluate existing financial processes and design automation strategies using Continia to reduce manual effort, eliminate bottlenecks, and improve operational ef
Review configuration, security, workflows, integrations, and user adoption to identify optimization opportunities and maximize solution value. Show more lines
Provide end-user and administrator training to ensure effective adoption of Continia solutions and business process best practices.
Unified eCommerce for Dynamics 365
A fully integrated eCommerce platform built specifically for Dynamics 365 Business Central, Finance & Operations, and CRM. Dynamics eShop connects online storefronts, customer portals, B2B ordering, and product catalogs directly to your ERP and CRM systems u2014 eliminating manual processes and enabling realu2011time data flow across your business.
Included Services
Full deployment of Dynamics eShop including storefront setup, ERP integration, product catalog configuration, pricing rules, inventory sync, and customer portal
Custom modules, workflows, and integrations built on top of Dynamics eShop and Dynamics 365. Includes Power Platform automation and custom APIs.
Ongoing support, monitoring, and optimization for Dynamics eShop environments. Includes performance tuning, new feature rollout, and security updates.
Integration, Automation & Virtual Data Tools
eOne Solutions delivers powerful integration, automation, and virtual data tools for Microsoft Dynamics 365, Business Central, Finance, CRM, and hundreds of other business applications. Their flagship products, SmartConnect, Popdock, and DataBlend, help organizations unify data, automate processes, and eliminate manual integration work.
Included Services
End-to-end implementation of SmartConnect for ERP, CRM, and SaaS integrations. Includes connector setup, mapping, automation workflows, and deployment.
Deployment and optimization of Popdock for virtual data access, cross-system reporting, and embedded data experiences inside Dynamics 365.
Implementation of DataBlend for cloud-native data movement, transformation, and automation across finance, operations, and analytics systems.
Automate financial reporting, budgeting, and analytics across your organization.
FYIsoft helps organizations streamline financial reporting, budgeting, consolidations, and business analytics. Connect data from Microsoft Dynamics 365 Business Central and other systems to deliver accurate reports, executive dashboards, and timely financial insights that improve decision-making and operational performance.
Included Services
Deploy FYIsoft reporting solutions to automate financial statements, management reports, and operational reporting.
Implement budgeting and forecasting tools that improve planning accuracy and financial visibility.
Create executive dashboards and KPI reporting that turn financial data into actionable business insights.
Extend Business Central with warehouse management, shipping, manufacturing, barcode, inventory, and productivity solutions.
Insight Works delivers a comprehensive suite of apps for Microsoft Dynamics 365 Business Central designed for manufacturers, distributors, warehouses, and supply chain operations. Solutions include advanced warehouse management, barcode scanning, shipping automation, production scheduling, shop floor data collection, inventory management, document management, and operational planning tools.
Included Services
Evaluate warehouse, manufacturing, and distribution requirements and identify the best Insight Works applications for your Business Central environment.
Deploy and configure Insight Works solutions including Warehouse Insight, Dynamic Ship, Shop Floor Insight, WMS Express, and related applications.
Implement barcode scanning, mobile devices, warehouse workflows, inventory tracking, and fulfillment automation.
Configure carrier integrations, rate shopping, label generation, shipment tracking, and fulfillment automation in Business Central.
Optimize production scheduling, shop floor execution, inventory planning, and operational reporting using Insight Works applications.
Provide administrator and end-user training, adoption assistance, best practices, and ongoing support for Insight Works solutions.
Insightsoftware provides real-time Excel reporting for Dynamics 365 using accurate, live ERP data
Products (3)
Real-time Dynamics Reporting Directly in Excel
Jet Reports connects to Dynamics GP, NAV, and Business Central, providing real-time access to your financial data. If you know Excel, you can build Jet Reports, thanks to the tool's use of familiar formulas. Jet Reports provides multi-company consolidation, real-time reporting, advanced drill-down capabilities, Power BI integration, and self-service customization,all without IT dependency.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Finance teams typically start building reports on day one. If you know Excel, you already have the skills needed. Pre-built templates and drag-and-drop functionality make report creation intuitive.
$200.00/monthly
Build Your AI-Ready Data Foundation 10x Faster
Jet Analytics is a cloud-based data integration platform that connects your Microsoft Dynamics ERP to modern cloud storage platforms like Microsoft Fabric and Snowflake. It automatically structures your ERP data into a clean, analytics-ready foundation so your team can build Power BI dashboards, Excel reports, and AI-driven insights without manual data work.
Documentation & Resources
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Jet Analytics is designed for fast time to value. Its pre-built Dynamics data models eliminate the majority of manual setup work that slows down traditional data warehouse.
Add Planning, Forecasting & Data Enrichment to Power BI
Power ON provides pre-built planning functionality that would take months to develop: AI-powered models, real-time collaboration, Excel-like data entry, version control, approval workflows, and no-code app building. Power ON is designed for finance professionals, not developers. The Excel-like interface means your team can be productive immediately without training.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Get up and running with pre-built models, workflows, and security in just days. You get proven planning best practices built in, so you can start collaborating without months of configuration.
Zero-Fee Digital Payments for ERP & CRM
Paystand is a next-generation B2B payments platform that eliminates credit card fees, accelerates cash flow, and automates AR workflows by integrating directly with ERP and CRM systems. Businesses use Paystand to accept digital payments, reduce DSO, and modernize their financial operations.
Included Services
Full implementation of Paystand integrated with your ERP, Includes payment portal setup, AR automation configuration, invoice mapping, and workflow deployment.
Enhance your AR operations with advanced automation, custom workflows, Power Platform integrations, and optimized collections processes.
Ongoing support and optimization for Paystand environments. Includes monitoring, reconciliation assistance, workflow tuning, and continuous improvement.
Transform Business Central data into actionable insights with real-time dashboards and analytics.
Power BI Insights helps organizations unlock the full value of their Business Central data through interactive dashboards, KPI tracking, financial reporting, and operational analytics. Empower decision-makers with real-time visibility into performance, trends, and opportunities across the business.
Included Services
Deploy executive dashboards that provide real-time visibility into financial, sales, operational, and performance metrics.
Create Power BI reports and KPIs that deliver actionable insights from Dynamics 365 Business Central data.
Identify reporting needs, key metrics, and dashboard opportunities to maximize value from your business data.
Streamline purchasing, approvals, and procurement workflows within Dynamics 365 Business Central.
ReQlogic helps organizations automate procurement processes, control purchasing spend, and improve approval workflows within Microsoft Dynamics 365 Business Central. From requisitions and purchase approvals to budget visibility and compliance, ReQlogic delivers greater efficiency and accountability across the procure-to-pay cycle.
Included Services
Implement ReQlogic to automate requisitions, approvals, purchasing workflows, and spend controls in Business Central.
Design approval workflows and purchasing controls that improve compliance, visibility, and procurement efficiency.
Evaluate procurement processes and create a roadmap for ReQlogic deployment, user adoption, and process improvement.
Helping Microsoft Dynamics 365 customers and partners close the ERP Value Gap
ERP systems provide a powerful foundation, but every business is different. Industry requirements, local regulations, and real-world nuance often create an ERP Value Gap between what systems offer and what teams actually need.
Truvio exists to close that gap by embedding practitioner expertise and intelligent automation directly into Microsoft Dynamics 365, helping partners deliver with confidence and customers realize value faster.
This is Truvio.
Products (3)
powered by SKsoft
Truvio’s Banking Automation Suite brings payments, reconciliation, and cash application directly into Dynamics 365 Business Central. Eliminate manual workflows and bank portals while gaining faster processing, stronger control, and real-time cash visibility as you scale.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Truvio Vendor Payment Automation enables you to automatically generate and transmit payment files or payment data directly to your bank within Microsoft Dynamics 365 Business Central.
Truvio Positive Pay protects organizations against check fraud by automatically validating issued checks against bank-presented items and flagging exceptions before funds clear.
powered by SKsoft
Modern treasury teams are under pressure to move faster, reduce risk, and maintain real-time visibility across cash, payments, and bank activity without relying on spreadsheets or disconnected banking portals. Truvio’s Advanced Treasury brings these critical functions directly into D365, creating a centralized, automated treasury environment that scales with your organization.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Consolidate and automate critical cash management functions with intelligent reconciliation across all legal entities in your organization.
Truvio In-House Banking enables organizations to operate as an internal bank for subsidiaries. Combined with Payment Factory capabilities, it centralizes and automates banking and payment management.
powered by ExFlow
Elevate your ERP with AI-driven accounts payable automation. Truvio AP Automation unifies invoice capture, e-invoicing, and vendor statement reconciliation directly inside Microsoft Dynamics 365 Finance & Operations.
Request a Consultation
Some solutions require a brief consultation so we can confirm licensing, environment fit, and the most cost-effective configuration for your organization. Most calls take 10-15 minutes and include a clear pricing range before you leave.
Capture invoices from multiple channels including PDF, XML, and structured formats, fully supporting modern e-invoicing workflows across your supplier network.
Automate data entry, matching, and approval routing to handle large invoice volumes efficiently. Configurable workflows ensure invoices reach the right approvers while enabling faster processing.
Automate AP invoice processing and employee expense management in Dynamics 365 Business Central.
Wipfli's InvoiceConnect and ExpenseConnect solutions help organizations automate accounts payable and expense management within Microsoft Dynamics 365 Business Central. Reduce manual data entry, accelerate approvals, improve compliance, and gain greater visibility into spending across the organization.
Included Services
Deploy InvoiceConnect to automate invoice capture, approvals, AP workflows, and vendor invoice processing.
Implement ExpenseConnect to streamline expense reporting, approvals, reimbursements, and policy compliance.
Assess AP and expense workflows and configure automation to improve efficiency, controls, and visibility.
After your form submission, our team will reach out to align with you on your technology needs, integration goals, and business outcomes.
Includes Agent 365
