Advisory Services for Process Optimization with Microsoft ERP, CRM and Cloud

Advising our clients on their strategic business and accounting processes (and decisions) as they relate to Microsoft Dynamics ERP, CRM and Cloud along with various Microsoft 3rd party ISV applications, is an integral part of our support services and project methodology for new and existing clients.

Such clients often ask for a Strategy & Planning session, or a specific fit-gap assessment, ERP HealthCheck, or a more detailed business process assessment as a precursor to: Embarking on larger business process re-engineering projects (BPR) automation and workflow; Planning for their Microsoft Dynamics 365 cloud migration with CRM or Business Central ERP, or Dynamics NAV or GP 2018 upgrades; Implementing additional Dynamics ERP modules; Integrating an M&A or new line of business; Implementing MRP and vendor inventory planning; Creating a new Chart of Accounts; Building a BI strategy along with financial cubes; or Evaluating new Microsoft Dynamics ISV partner products and add-ons.

Clients engage in Endeavour’s Advisory Services from a variety of starting points:

  • They had outgrown their current accounting system and want to evaluate new ERP options (such as their fit for an upgrade to Business Central ERP, or Dynamics GP from Quickbooks, Simply Accounting, Xero Accounting, Freshbooks or older custom accounting system)
  • They over-bought and over-spent on another ERP or CRM that under-delivered and no longer fit their needs  (Netsuite, SAP, Sage and other ERP)
  • They needed to upgrade their Microsoft Dynamics GP, NAV, or CRM.  But first wanted to assess their business processes before replacing or removing past “custom coding” with core functions now available within Microsoft Dynamics and Dynamics 365
  • Have outgrown their current Dynamics GP configuration and/or have outgrown their current GP partner and are looking to test out the Endeavour team and see a new perspective. Such clients may leverage an ERP HealthCheck to uncover ways to better leverage their investment in Microsoft Dynamics GP
  • Evaluating new ERP software for entering new markets or creating new legal entities and new processes
  • They had a mandate to further improve (continuous improvement) their current usage of Dynamics GP or Dynamics CRM, by implementing new workflows, new Dynamics modules or new Microsoft ISV products. (Approved ISV Partners)
  • They participated in an Endeavour 'Annual Client Review' which highlighted their ERP / CRM licensing, business goals and additional opportunities for improvement
  • They wanted to evaluate the best BI strategy and multiple options for connecting to their Dynamics GP financial data
  • They simply wanted some additional business analysis and insight based on Endeavour's deep cross-industry experience with Microsoft Dynamics GP, Microsoft Dynamics NAV, Dynamics 365 ERP & CRM, Microsoft Cloud, Azure and Office 365 including whether to move to the Cloud with Private Cloud Hosting (GP Cloud Hosting)

One of many client testimonials


Dynamics GP TorontoNAV consultant TorontoBC LogoCRM Dynamics and Microsoft Dynamics CRM toronto

Whatever your starting point in 2019, the Endeavour Advisory Services and business process assessments include the following:

  • Listen
  • Understand your goals
  • Review your processes
  • Leverage our team’s knowledge and experience with similar client situations
  • Think of creative options and alternatives
  • Review the cost / benefit and mutually agree to a scope
  • Make recommendations

The deliverables often include:

  • Development of a client-specific Roadmap and phased approach that:
    • Balances the desire for quick wins and long lasting value,
    • Your executive and SME time and availability for input
    • Endeavour consulting time and costs
    • Software, hardware and licensing costs
    • and your end-users’ capacity to change

Meet our team - Endeavour Consultant Profiles

Endeavour Solutions has over 550 active clients and is in the top 5% of Microsoft Partners worldwide with offices in: TorontoHalifaxLondonEdmonton, Montréal and Remote Support for USA


Another Testimonial


Want to learn more?

For Sales Inquiries

Contact: Steve Ewing, Director Business Development

Toronto:  (905) 542-2139 ext. 213 or
Halifax:   (902) 444-7753 ext. 213
Toll-free: (888) 257-3577 ext. 213

(en français)


About Endeavour Solutions as your Microsoft Dynamics business partner

Endeavour Solutions has been working with Microsoft Dynamics for over 28 years - helping clients grow their business. We will work with you to implement, upgrade and enhance your Microsoft Dynamics ERP and CRM business applications so that your investments in (People, Process and Technology) serves your needs both today and into the future. 

Endeavour Solutions is a Microsoft Gold ERP, Gold Cloud, and Microsoft Silver CRM Partner focusing on development, implementation, upgrades, support and training for Dynamics GP, Dynamics 365 Business Central, Dynamics 365 CRM, Azure and Office 365. Our large team of EMPLOYEES, (not contractors or independent consultants) are dedicated to your business and financial success. 

"We are All-In for Business Central ERP, but continue to also be the largest Microsoft Dynamics GP partner in Canada (based on 2018 and 2019 sales)"

Our continued success is due to our focus on our customers, our people and our core values of Integrity, Trust, and Accountability. Endeavour Solutions is in the top 5% of Microsoft Partners worldwide with offices in: Toronto, Halifax, London, Edmonton and Montreal.

Dynamics GP TorontoNAV consultant TorontoBC LogoCRM Dynamics and Microsoft Dynamics CRM toronto

Advisory Services - Procurement and PO Approvals automation and workflow in Dynamics GP 2018 (with Microsoft Outlook 365)


Results from Endeavour's Customer Satisfaction Survey

Toronto Great Plains Consultant 

  Microsoft Dynamics Consultant  Toronto 

en français

Dynamics GP Montreal   

Le service de révision de processus d’affaires consiste en l’analyse et en la refonte des processus de travail au sein de votre entreprise. Le but? Les optimiser de A à Z, tout en automatisant les tâches les plus importantes.  La consultation en processus d’affaires peut également impliquer la schématisation et l’étude de la logique d’affaires influençant vos différents processus de prise de décisions. Tout cela en mettant une emphase clé sur les différentes parties prenantes, les règlements et les exceptions qui forment les processus de travail de votre entreprise.  Pour Dynamics GP


Contact Us

Endeavour Solutions Inc.

Toronto (GTA):905-542-2139
Halifax: 902-444-7753
London: 519-679-0992
Montreal: 514-429-1209 (en français)

Toll-free:  888-257-3577
Sales: Contact Steve Ewing x 213
USA Dynamics ERP & CRM Consulting