AI TOOL PROFILE
Microsoft Dynamics 365: CRM and ERP Software
- Customer Support
- Customer Support
- 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.
At a glance
- Best for
- Small and medium businesses, Enterprise companies, Organizations needing integrated CRM and ERP
- Key use cases
- Customer Journey Development, Service Call Management, Field Technician Support, Back-Office Integration
- Official website
- Visit dynamics 365 customer service official website
How AI is used
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
Customer Service
Supports the resolution of customer issues through automation and generative AI.
Sales
Provides tools for managing customer relationships and tracking sales pipelines.
Field Service
Supports frontline teams using AI, IoT, and mixed reality tools.
Business Central
An ERP system designed to help growing businesses manage operations.
Finance and Supply Chain Management
Modules designed to support operational agility and financial tracking.
Copilot and AI Agents
Generative AI tools that assist with sales, service, and operational tasks.
Use Cases
Customer Journey Development
Using AI to help create and personalize customer journeys.
Service Call Management
Handling service calls and resolving customer issues with AI-driven automation.
Field Technician Support
Supporting productivity for technicians in the field.
Back-Office Integration
Connecting invoices, payments, and expense reports through an ERP system.
FAQ
What is Dynamics 365?
- It is a platform of CRM and ERP business applications that connect data and processes across sales, service, finance, and supply chain operations.
Who is Dynamics 365 designed for?
- It is designed for small and medium businesses as well as enterprise companies.
Is there a trial available for Dynamics 365?
- 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
More tools in Customer Support
Other published listings in the Customer Support category.
More tools in the Customer Support software type
Related listings that share the same software type for comparison and shortlisting.
