Microsoft Dynamics 365: CRM and ERP Software
Dynamics 365 helps small and medium businesses and enterprises manage customer relationships and back-office operations. It is designed for organizations looking to combine CRM and ERP functions within one platform.
At a glance
- Category
- Customer Support
- Best for
- Small and medium businesses, Enterprise companies, Organizations needing integrated CRM and ERP
- Pricing
- Pricing was not clearly available from the provided evidence. A 30-day free trial is available for buyers to test the applications.
- Key use cases
- Customer Journey Development, Service Call Management, Field Technician Support, Back-Office Integration
- Official website
- www.microsoft.com/en-us/dynamics-365/
Dynamics 365 is a suite of business applications that integrates CRM and ERP capabilities. It is designed for organizations that need to coordinate data across different departments, from sales and customer service to finance and supply chain management.
The platform provides specialized modules, including Field Service for frontline teams and Business Central for general business operations. Many of these modules incorporate AI agents and generative AI to support business tasks and data analysis.
Because the platform is modular, buyers should confirm which specific apps—such as Finance, Sales, or Customer Service—align with their current needs. It is also helpful to determine if the AI capabilities fit into existing team workflows.
Key Features
Supports the resolution of customer issues through automation and generative AI.
Provides tools for managing customer relationships and tracking sales pipelines.
Supports frontline teams using AI, IoT, and mixed reality tools.
An ERP system designed to help growing businesses manage operations.
Modules designed to support operational agility and financial tracking.
Generative AI tools that assist with sales, service, and operational tasks.
Use Cases
Using AI to help create and personalize customer journeys.
Handling service calls and resolving customer issues with AI-driven automation.
Supporting productivity for technicians in the field.
Connecting invoices, payments, and expense reports through an ERP system.
Best For
Pricing
Pricing was not clearly available from the provided evidence. A 30-day free trial is available for buyers to test the applications.
FAQ
It is a platform of CRM and ERP business applications that connect data and processes across sales, service, finance, and supply chain operations.
It is designed for small and medium businesses as well as enterprise companies.
Yes, a 30-day free trial is available to provide hands-on experience with the business applications.
Source category: Customer Support
Source subcategory: Customer Support
