Dynamics 365 connects customer-facing and back-office work in one family of applications, covering sales, marketing, customer service, field service, finance, supply chain, and Business Central for growing businesses. Prebuilt agents and Copilot Studio let teams automate tasks like lead qualification, case management, and invoice processing.

Microsoft was founded in 1975 and has long been a core provider of business software. Dynamics 365 brings its CRM and ERP offerings together on the Microsoft cloud, alongside tools many teams already use such as Microsoft 365, Teams, and Power Platform.

Its core capability is giving organizations a connected view of customers, finances, and operations. On the AI side, agents support sales qualification and research, order creation, customer service and knowledge management, and finance and operations tasks, and MCP servers help outside AI agents work with Dynamics 365 data.

In practice, a revenue or operations team might use Dynamics 365 to qualify and route leads, manage orders through fulfillment, and reconcile accounts with less manual effort, with data flowing across the Microsoft tools the business already relies on.