This is the Trace Id: 21f9fc8a6c3657cebf6ccf3ed49d4e76
Skip to main content What is Dynamics 365? Guided tours Customer stories Try our products Build your own agents CRM ERP Sales Service Sales Customer Insights Customer Service Contact Center Field Service Supply Chain Management Commerce Finance Project Operations Human Resources Business Central Pricing Business application topics Training & certifications Documentation Migrate to the cloud Private equity Migrate to Dynamics 365 Events Dynamics 365 Blog Product updates Onboarding and implementation Community Find a partner Partner resources Microsoft Marketplace Product documentation Technical support On-premises product support Contact us Try for free Sign in

Ready to switch to agentic CRM?

Switching is easier than you think and helps equip sales teams for the agentic era. Dynamics 365 is a system of action—bringing AI agents, productivity apps, and CRM data together to help sellers focus on closing, not clicks.

Program benefits are subject to eligibility and requirements.
Talk to an expert
CRM Confessions banner with briefcase icon showing a standing figure and a seated figure at a desk with a clock icon
Why switch

Why sales leaders are switching to agentic CRM

  • Increase seller productivity as the CRM updates in real time. Instead of sellers spending time on notes and data entry after every interaction, agentic CRM captures meetings and customer signals as they happen—updating Dynamics 365 so sellers stay in the flow of selling.
    Sellers access the right data wherever they work
  • Agents can help reduce manual work across the sales cycle by supporting lead qualification, opportunity research, and next-best action recommendations. These capabilities drive more consistent deal progression and can contribute to increased revenue per seller.
    Agentic capabilities help drive growth
  • Underpinning Dynamics 365 is Microsoft’s unified platform that brings together security, governance, and AI to help organizations protect data, manage risk, and stay compliant across their AI workflows. Built-in controls and end-to-end visibility help teams monitor, detect, and respond to evolving risks while supporting responsible AI use.
    Diagram of Copilot + Agents showing categories like customer experience, productivity, workflow, AI, data insights, and Azure foundation.
Back to tabs
Customer success

The proof is in the pipeline

  1. Lexmark Logo
  2. Securitas Logo
  3. Ricoh Logo
  4. Lenovo Logo
  5. Grand & Toy Logo
Person using a touchscreen printer in an office cubicle to select print options.
Lexmark Logo
“We’ve been on the journey with Microsoft after moving from Salesforce to Dynamics 365 Sales. We...look forward to the ability to scale our sales team with agents...”
Kyle Farmer, Vice President, Global Sales and Strategy, Lexmark
Learn more
Three people in white shirts talking and laughing together in a workplace.
Securitas Logo
“The CRM platform has really improved the way we take care of our clients, our market capabilities, and digital offerings.”
Hillevi Agranius, Group CIO, Securitas
Ricoh sign outside an office building with trees and glass windows in the background.
Ricoh Logo
“By integrating Dynamics 365 Sales with Outlook and Teams, we...smoothly incorporate the new system into our daily work, a key point in its favor.”
Kazunari Sakai, CRM Promotion Group Leader, Digital Service Sales Division, Ricoh Japan
Team members gathered around a laptop discussing work during a meeting.
Lenovo Logo
“We’re seeing the benefit of having one...global view to all activities...enabling better connections and an increase in sales productivity.”
Wei Bi, Business Strategy Senior Manager, Lenovo
Person holding a laptop and walking through a modern office with coworkers in the background.
Grand & Toy Logo
“Dynamics 365...enables us to build stronger connections with our customers to better understand their needs, provide exceptional service, and uncover new business opportunities.”
Alnoor Jiwani, Group Head, IT & Ecommerce, Grand & Toy
Back to Customer success section
Microsoft ecosystem

A connected platform for agentic CRM

Microsoft delivers a trusted, enterprise-ready platform that helps organizations unify data, extend across ecosystems, and operate securely at scale—wherever teams work.

CRM

Enhance customer relationships across sales, marketing, and service with an agentic CRM solution.
Learn more

Sales

Grow revenue by using AI and real-time insights to understand customers, personalize journeys, and close more deals.
Learn more

Service

Create more lasting customer connections at every touchpoint while improving team processes and productivity with AI.
Learn more