Microsoft Dynamics 365 Overview

Microsoft Dynamics 365 offers AI-powered CRM and ERP applications. Teams, processes, and data are seamlessly connected for enhanced business efficiency.

Use Cases

Customers recommend Engagement Management, Workflow Management, Communication Management, as the business use cases that they have been most satisfied with while using Microsoft Dynamics 365.

Other use cases:

  • Helpdesk Management
  • Competitive Intelligence
  • Collaboration
  • Contact List Management
  • Social Media Management
  • Relationship Management
  • Proposal & Quote Management
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Microsoft Dynamics 365.

Other priorities:

  • Acquire Customers
  • Scale Best Practices
  • Improve Efficiency
  • Improve ROI
  • Launch New Products
  • Improve Internal Communications
  • Improve Stakeholder Relations
  • Grow Market Share
  • Improve Digital And Social Presence
  • Improve Brand Engagement
  • Enter New Markets Internationally Or Locally
  • Build Brand Awareness
  • Manage Risk
  • Increase Customer Life Time Value
  • Improve Visibility
  • Shorten Ramp Up Time
  • Establish Thought Leadership
  • Improve Navigation
See all business priorities See less business priorities

Microsoft Dynamics 365 Use-Cases and Business Priorities: Customer Satisfaction Data

Microsoft Dynamics 365 works with different mediums / channels such as E-Mail. and Phone Calls.

Microsoft Dynamics 365's features include Recording, Personalization, Dashboard, etc. and Microsoft Dynamics 365 support capabilities include Chat Support, AI Powered, Phone Support, etc. also Microsoft Dynamics 365 analytics capabilities include Analytics, and Custom Reports.

Reviews

"...To track sales calls, movement on accounts, etc...." Peer review by aanchal vashistha

Peer review evidence (same sources as the product rating summary)

"...So we use this to track deals and appointments made in the credit card processing field for new client engagement...." Peer review by Bethany Schlichting
"...Streamlined management tools with everything we could possibly need to condense work flows while monitoring several avenues at once. . ...." Peer review by Verified Reviewer
"...To track sales calls, movement on accounts, etc...." Peer review by aanchal vashistha

Microsoft Dynamics 365, Signable, ShippingEasy, Quadient CCM platform, ProveSource, etc., all belong to a category of solutions that help Lead Generation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Popular Business Setting

for Microsoft Dynamics 365

Top Industries

  • Computer Software
  • Information Technology and Services
  • Education

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Microsoft Dynamics 365 is popular in Computer Software, Information Technology And Services, and Education and is widely used by Mid Market, Small Business, and Enterprise.

Microsoft Dynamics 365 Customer wins, Customer success stories, Case studies

Why is Microsoft Dynamics 365 the best choice for Engagement Management?

How can Microsoft Dynamics 365 optimize your Workflow Management Workflow?

How efficiently Does Microsoft Dynamics 365 manage your Communication Management?

Why is Microsoft Dynamics 365 the best choice for Helpdesk Management?

How can Microsoft Dynamics 365 optimize your Competitive Intelligence Workflow?

11 buyers and buying teams have used Cuspera to assess how well Microsoft Dynamics 365 solved their Lead Generation needs. Cuspera uses 24956 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Lead Generation needs.

 

Cognizant - IT Services - Very Large

How Microsoft AI is helping Cognizant scale Delivery Excellence across 10, 000 projects - Microsoft Source

Teaneck, USA

Cognizant is leveraging Microsoft's AI Foundry, Azure AI services, and Microsoft 365 Copilot to enhance its Delivery Excellence operations across over 10,000 projects. The AI integration automates do...cument reading, data reconciliation, and risk assessment, enabling Cognizant leaders to focus more on customer engagement and decision-making. This adoption has led to increased productivity and a shift in how leaders allocate their time.

Read on →
 

American Federation of Teachers - Education - Very Large

Teachers unions announce AI safety agreement with Microsoft | K-12 Dive

USA

Microsoft has entered into an agreement with the American Federation of Teachers and the United Federation of Teachers to implement AI safety and privacy standards in schools. The agreement, effectiv...e November 1, ensures data protection for students and educators, preventing Microsoft from using this data for AI training or advertising. Schools nationwide can incorporate these standards into their contracts with Microsoft.

Read on →
 

0patch - Software - Small

Official support for Microsoft Office 2021 ends next month but 0patch is here to help

Celje, Slovenia

Microsoft will end official support for Office 2021 next month. 0patch will provide extended security patches for Office 2021 for at least three more years. This service offers a cost-effective alter...native to upgrading to Office 2024 or subscribing to Microsoft 365, addressing the needs of users who cannot afford Microsoft's newer offerings.

Read on →
 

Microsoft Customer and Partner Solutions (MCAPS) - Information Technology And Services - Very Large

Redmond, USA

Microsoft Customer and Partner Solutions (MCAPS) used Power Automate Process Mining to improve their demand generation process. The team analyzed event log data and used Copilot to find bottlenecks a...nd inefficiencies. They discovered that 20% of cases required rework and the review loop was the main bottleneck. By automating steps with Power Automate and Copilot, they expect to cut the process timeline from 12 weeks to 8 weeks. This case highlights the impact of AI-driven process mining and automation for marketing operations.

 

Undisclosed victim organization (BlackByte ransomware case) - Large

Microsoft Incident Response investigated a BlackByte 2.0 ransomware attack. The attacker moved from initial access to full impact in under five days. They exploited unpatched Microsoft Exchange Serve...rs and used tools like Cobalt Strike and AnyDesk. The attacker stole credentials, moved laterally, and exfiltrated data using a custom tool. The attack caused major business disruption for the victim organization.

 

Reliable Electric - Construction - Small

Canada

Reliable Electric used Microsoft Power Platform to replace a costly, hard-to-use legacy system for work order estimation. The new PowerApps-based solution cut data entry time in half and made it easi...er for electricians to generate accurate proposals. The app connects directly to a SQL database, removing the need for manual copy-pasting and ensuring up-to-date information. Employees now have full control over their data and can quickly update estimates. The company expanded PowerApps use to other business processes, improving efficiency across the board.

Modernize Service - Overview Video

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Frequently Asked Questions (FAQ)

What buyers ask before choosing Microsoft Dynamics 365

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud based dynamic ERP and CRM solutions platform designed for businesses to help them build brand affinity, gain customer loyalty and empower teams with right tools to improve productivity.

The platform is built using integrated solutions that enables businesses to improve lead tracking, field service automation and personalized services with 360 degree customer insights. The cloud based application also provides the teams with streamlined data and option to interact with the customers over their preferred channel, including SMS, email, phone and Facebook Messenger.

The tool keeps track and provides a threaded view of the customer experience, optimising agent performance and facilitating enhanced customer experience. The platform automatically assigns cases to the agents based on topic or channel.

What is Microsoft Dynamics 365 used for?

Microsoft Dynamics 365 is a Lead Generation Software mainly used by its customers to Enhance Customer Relationships and Increase Sales & Revenue by Engagement Management, Workflow Management and Communication Management .

What are the top features of Microsoft Dynamics 365?

Recording, Personalization and Dashboard are some of the top features of Microsoft Dynamics 365.

Who uses Microsoft Dynamics 365?

Microsoft Dynamics 365 is used by Computer Software, Information Technology And Services and Education among other industries.

What are Microsoft Dynamics 365 alternatives?

Signable, ShippingEasy, Quadient CCM Platform and ProveSource are popular alternatives for Microsoft Dynamics 365.

Where is Microsoft Dynamics 365 located?

Microsoft Dynamics 365 is headquartered at Redmond, WA.
lightning

Peers used Microsoft Dynamics 365 for engagement management and workflow management

Microsoft Dynamics 365 Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

4.57/5 ★

Read Reviews (544)
Analytics

4.41/5 ★

Read Reviews (1729)
Custom Reports

3.66/5 ★

Read Reviews (2661)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

4.57/5 ★

Read Reviews (544)
Analytics

4.41/5 ★

Read Reviews (1729)
Custom Reports

3.66/5 ★

Read Reviews (2661)

Microsoft Dynamics 365 Integrations

Microsoft Dynamics 365 integrates with a wide range of software applications through its robust data import and export capabilities.

Data Export
Data Import

Few API Integrations for Microsoft Dynamics 365

Software Failure Risk Guidance

?

for Microsoft Dynamics 365

Overall Risk Meter

Low Medium High

Top Failure Risks for Microsoft Dynamics 365

Microsoft Corporation News

Product

Microsoft sets October 7 Windows and Surface event with Nvidia CEO

Microsoft will host a Windows and Surface event on October 7 in San Francisco, featuring Nvidia CEO Jensen Huang. The event will focus on local AI, Windows, Nvidia RTX Spark, Surface, and the PC ecosystem. Nvidia's RTX Spark, a system-on-chip for AI workloads, will be highlighted, showcasing its integration with Microsoft's Surface Laptop Ultra.

Awards

Microsoft recognized as a Leader in the 2026 Gartner® Magic Quadrant™ for Distributed ...

Microsoft has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Distributed Hybrid Infrastructure. This recognition highlights Microsoft's capabilities in managing distributed infrastructure through Azure Local and Azure Arc, enabling consistent management across various environments.

Partnership

Anthropic's 3-Step 'Pace the Frontier' Plan Wins OpenAI, xAI and Microsoft Support

Anthropic's "Pace the Frontier" plan, aimed at slowing AI development, has gained support from Microsoft, OpenAI, and xAI. The plan includes embedding third-party evaluators in AI labs to ensure safety and alignment. Microsoft CEO Satya Nadella endorsed the plan, emphasizing the need for broad participation beyond a few entities.

Product

Elon Musk welcomes Grok integration into Microsoft Copilot - The American Bazaar

Microsoft integrates Elon Musk's Grok AI models into its Copilot platform, enhancing Word, Excel, and PowerPoint. This move expands Microsoft's AI model offerings and strengthens its multi-model strategy, providing users with more flexibility. The integration aims to boost productivity and extends Grok's reach in enterprise software.

Microsoft Corporation Profile

Company Name

Microsoft Corporation

Year Founded

1975

HQ Location

Redmond, WA

Employees

10001+

Social

Financials

IPO