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
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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
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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

"...As a smaller company that uses many different apps and software to handle our business processes (Google Apps for company email, Campaign Monitor for marketing, etc.), it can be frustrating to not have any integration options available with our CRM tool...." Peer review by Verified Reviewer, Information Technology and Services

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

"...You gain insights that transform into action by enabling better decisions and transformative processes to reshape your customer engagement and add more value to them. ...." Peer review by Yuri A., Software developer, Computer Software
"...Streamlined management tools with everything we could possibly need to condense work flows while monitoring several avenues at once. . ...." Peer review by Verified Reviewer
"...Internet watchdog organizations keep an eye out for red flags in email content and sending behavior...." Dynamics 365 Monthly Update-January 2019

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

How can Microsoft Dynamics 365 optimize your Engagement Management Workflow?

How does Microsoft Dynamics 365 address your Workflow Management Challenges?

How does Microsoft Dynamics 365 address your Communication Management Challenges?

What benefits does Microsoft Dynamics 365 offer for Helpdesk Management?

What makes Microsoft Dynamics 365 ideal for Competitive Intelligence?

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.

 

Pentagon awards Microsoft $9.7 billion software contract

The U.S. Department of Defense awarded Microsoft a $9.69 billion contract to consolidate software licenses, streamline procurement, and reduce costs across military and intelligence agencies. This fi...ve-year Core Enterprises Technology Agreement includes Microsoft 365, cloud services, and software assurance, enhancing Microsoft's role in government technology infrastructure and cybersecurity.

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Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl

The Pentagon has awarded Microsoft a $9.7 billion contract to consolidate its software licenses across military services, aiming to reduce costs and eliminate redundant spending. This five-year agree...ment, known as the Core Enterprise Technology Agreement, integrates Microsoft 365 and other cloud services into a single contract, leveraging the department's purchasing power.

Read on →
 

Microsoft helps Beca to add AI level for NZGD

Microsoft has collaborated with Beca to enhance the New Zealand Geotechnical Database (NZGD) by integrating AI capabilities. Hosted on Microsoft's Azure platform, the upgraded NZGD now allows users t...o navigate and query complex geotechnical data using natural language, powered by OpenAI's GPT-5.1. This advancement aims to improve data accessibility, scalability, and security, facilitating smarter decision-making in geotechnical projects.

Read on →
 

St John Ambulance - Non Profit Organization Management - Large

London, UK

St John Ambulance used Microsoft Advertising's Copilot and Ads Studio to boost creative agility and scale. They applied generative AI to quickly create custom ad visuals, saving time and reducing man...ual design work. The team saw a 22% increase in click-through rate, a 30% rise in return on ad spend, and over 50% more clicks. AI-powered tools helped maintain brand consistency and reach wider audiences. St John Ambulance overcame resource constraints and improved campaign performance with automated creative production.

 

Samsung Electronics Germany - Consumer Electronics - Very Large

Suwon, South Korea

Samsung Electronics Germany used Microsoft Advertising's Performance Max and Copilot to boost e-commerce campaigns. During Black Friday 2024, their ROAS more than doubled and conversion rates stayed ...strong. They increased ad investment by 260% while keeping stable ROAS. Click-through rates rose 2.8x since 2022, and conversion volume grew each year. Copilot cut reporting time by 35%, helping Samsung make faster, data-driven decisions.

 

Liverpool - Retail - Large

Mexico City, Mexico

Liverpool used Microsoft Advertising to boost sales during their three-day "La Venta Nocturna" event. They set up separate Search campaigns for Brand and Non-Brand tactics. They also used a Performan...ce Max campaign to support their Shopping campaigns. Liverpool exceeded their revenue target by 128%. Their campaigns increased both revenue and return on ad spend.

Modernize Service - Overview Video

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Frequently Asked Questions(FAQ)

for 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

Introducing a new design for Microsoft 365 Copilot

Microsoft has unveiled a redesigned interface for Microsoft 365 Copilot, enhancing its integration across apps like Word, Excel, and PowerPoint. The update introduces a more intuitive, task-aware workspace, improving speed and usability. Copilot now offers a unified entry point across Microsoft 365, adapting to user needs with enhanced AI-driven capabilities. This redesign aims to streamline workflows and increase productivity by providing a cohesive and responsive user experience.

Partnership

Launches mobile digital lab in partnership with Microsoft

Liquid Intelligent Technologies, in partnership with Microsoft and South Africa's Department of Communications and Digital Technologies, launched a Mobile Digital Lab at the Royal Bafokeng Institute. This initiative aims to enhance digital skills and economic opportunities through Microsoft certifications and training in AI and digital literacy, focusing on Microsoft 365, Teams, and Power Platform. The lab supports digital inclusion and economic participation in underserved communities.

Company

Scammers are sending phishing emails from a real Microsoft address

Scammers are exploiting a legitimate Microsoft email address, [email protected], to send phishing emails. This address, typically used for 2FA codes and notifications, has been compromised, making it difficult to detect fraudulent messages. Users are advised to verify any Microsoft account warnings directly through official websites or apps. Microsoft is investigating the incident.

Partnership

Microsoft Revises OpenAI Partnership With New Terms

Microsoft and OpenAI have revised their partnership, altering commercial and technological terms to enhance flexibility. Microsoft remains OpenAI's primary cloud partner, with OpenAI products debuting on Azure unless unsupported. OpenAI can now offer its products on other clouds. Microsoft retains non-exclusive access to OpenAI's models until 2032. Financial terms have changed, ending Microsoft's revenue share to OpenAI, while OpenAI continues payments to Microsoft. The collaboration persists in areas like data centers and AI applications.

Microsoft Corporation Profile

Company Name

Microsoft Corporation

Year Founded

1975

HQ Location

Redmond, WA

Employees

10001+

Social

Financials

IPO