Microsoft Dynamics 365

Business Profile

Core Value Proposition

Microsoft Dynamics 365 provides agentic CRM and ERP solutions that connect teams, processes, and data to create exceptional customer experiences and operational agility.

Target Customer

Businesses seeking integrated CRM/ERP across Sales, Service, Finance, and Supply Chain; CIOs, CFOs, ERP project leaders, and frontline teams who want AI-assisted automation and unified data.

Key Differentiator

Agentic AI-powered agents embedded in CRM/ERP apps, with autonomous processes and support for Model Context Protocol (MCP) servers, all on one platform to enhance collaboration and speed of work.

Implementation Timeline

No explicit implementation timeline provided; materials emphasize ease of installation/maintenance and ROI, with a 30-day free trial available for hands-on evaluation.

Pain Points

1Disparate teams, processes, and data limiting cross-functional visibility and agility.
2Lengthy time to develop and optimize customer journeys.
3Manual, repetitive tasks leading to slower responses and higher costs.

Key Features

1Agentic CRM and ERP capabilities spanning Sales, Marketing, Customer Service, Field Service, Supply Chain Management, Finance, and Project Operations.
2AI-assisted applications (Sales, Customer Insights, Customer Service, Field Service, etc.) with autonomous agents.
3IoT and mixed reality support to empower frontline teams.
4Autonomous processes and AI-enabled insights with Model Context Protocol (MCP) servers.
5Unified platform for CRM and ERP on Dynamics 365 with partner add-ons and ecosystem.

Target Customer Industries

Decision Makers

1Lead Product Owner
2Chief Information Officer
3ERP Transformation Program Manager
4Chief Financial Officer
5Chief Executive Officer

Client Results

175% time saved on customer journey development (Dynamics 365 Sales).
240% reduction in average call handling time (Dynamics 365 Customer Insights).
314% increase in field technician productivity (Dynamics 365 Field Service / Customer Service context).
4106% ROI achieved by deploying a Dynamics 365 ERP solution.
5$300,000 to $500,000 cost savings per year (Dynamics 365 Business Central / case references).

Competitive Advantages

1AI agents enabling autonomous tasks and workflows across CRM and ERP.
2Unified, scalable platform for sales, service, finance, and supply chain with strong ROI signals.
3Flexibility and agility highlighted by customer quotes (easy to install/maintain; extraordinary flexibility).
4Evidence from multiple customer case studies showing measurable savings and productivity gains.

Key Benefits

1AI-assisted processes that save time and improve decision-making.

2Improved customer journeys and service experiences through AI insights.

3Measurable ROI and cost savings for ERP/CRM deployments.

4Faster time-to-value with easier installation and flexible capabilities.

5Unified data across departments enabling better collaboration.

Case Studies & Success Stories

ABN AMRO reduces total cost of ownership with Dynamics 365

Case #1

Pepijn Brinkhoff, Lead Product Owner, states that total cost of ownership went down by as much as 40% versus their previous solution.

Michelin adopts Dynamics 365 Business Central for agile ERP

Case #2

Julie Parizel, ERP Transformation Program Manager, notes Business Central is very agile with flexible features and is easy to install and maintain.

Alltech gains flexibility with Dynamics 365

Case #3

Christina Schull, Chief Information Officer, says Dynamics 365 has been the tool from the start because of its extraordinary flexibility.

Team Rubicon uses Copilot in Dynamics 365 Customer Insights

Case #4

Art delaCruz, Chief Executive Officer, states Copilot lets the team move quickly, effectively, and efficiently.

Andretti Indoor Karting & Games achieves significant cost savings

Case #5

Tammy Koehler, Chief Financial Officer, notes that invoices, payments, expense reports, etc., are pushed into Business Central, with $300,000 to $500,000 in annual cost savings.

Additional Product Information

Product Description

Agentic CRM and ERP solutions that connect teams, processes, and data across the organization to enhance customer experiences and operational agility.

Target Market

Organizations needing integrated CRM/ERP with AI-assisted capabilities across sales, service, finance, and supply chain; mid-size to large enterprises and entities undergoing ERP/CRM transformations.

Unique Value Proposition

A single platform delivering agentic, AI-powered CRM and ERP with autonomous agents, broad app coverage (Sales, Service, Finance, Supply Chain, etc.), and configurable optimization via MCP-enabled workflows.

Technical Requirements

Not explicitly specified in the provided content. The site references AI agents, IoT, mixed reality, and MCP servers; on-premises support is mentioned in the footer, but exact requirements are not detailed here.

Pricing Model

Pricing guidance is not detailed in the content; a 30-day free trial is available. Pricing overview and plan comparisons are mentioned, but specific prices are not provided.

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