Companies that use Microsoft Dynamics 365 (active customer list)

We dug into our own data to find which companies are using Microsoft Dynamics in the most interesting ways in production. We also asked engineers working in these companies to tell us how they're using it (ie. which use cases). Here are real-world examples of how the biggest companies in the world are using Microsoft Dynamics 365.

SEB

Banking — Stockholm, Sweden

SEB is a Swedish bank, one of the bigger ones in northern Europe. They cover everything from retail banking in Sweden and the Baltics to corporate and investment banking across the continent. Private wealth management, family office services, corporate payments, you name it. It's a large, complex financial institution with a lot of different customer-facing businesses running in parallel.

What's interesting is that Dynamics 365 shows up across all of them, not just in one corner of the bank.

The corporate payments business uses it as the core CRM platform for their card and payment products. There's a dedicated international engineering team in Solna building and maintaining it, with a whole separate workstream just for connecting it to their SAP billing and invoicing systems. That integration is genuinely specific - they're running S/4HANA for the financial back end and Dynamics 365 for the customer-facing side, and they've invested real engineering effort in keeping those two talking to each other.

The investment banking side uses it too, with Power Platform and Copilot for Sales built on top, specifically to help client-facing bankers work more efficiently. That team is spread across Stockholm and Vilnius.

Then there's Luxembourg, where a separate team uses Dynamics 365 for private wealth and family office clients.

Three different businesses, three different customer types, one CRM platform. For a bank that size, that kind of consistency across business lines doesn't happen by accident.

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Morningstar

Financial Services — Chicago, Illinois

Morningstar is one of the most recognized names in investment research. Most people know them for fund ratings and data, but they also build software for financial advisers. Their Wealth Platform helps advisers manage client portfolios, deliver compliant financial advice, and guide investors through their financial lives. It's a real product used by advisory firms, particularly in Australia.

What makes Morningstar interesting for a Dynamics article is that they didn't just choose it as a CRM. They built their Wealth Platform on top of it.

Engineers on the Wealth Platform are building custom entities, plugins, workflows, and dashboards directly inside Dynamics 365 Customer Engagement. The platform's infrastructure runs on Azure with Dynamics and Power Platform sitting at the core alongside it. DevOps engineers manage the Dynamics environment the same way they manage cloud infrastructure - deployments, configurations, upgrades, monitoring. Data engineers work with Dynamics as part of the core data stack.

Then there's a separate layer where Morningstar's implementation teams help advisory firms get up and running on the platform. Those teams use Dynamics 365, Power Automate, and Power BI to build out client-specific solutions, generate investor-facing documents, and handle data migrations from legacy systems.

Two different functions, one platform. For most companies Dynamics is the tool that manages customer relationships. For Morningstar's Wealth Platform, it's closer to the foundation the product is built on.

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First Citizens Bank

Banking — Raleigh, North Carolina

First Citizens Bank is one of the largest family-controlled banks in the United States, headquartered in Raleigh, North Carolina. They made a big splash in 2023 when they acquired Silicon Valley Bank after its collapse, picking up SVB's entire commercial banking business including its deep relationships with tech startups, venture capital firms, and innovation-economy clients.

SVB had already built Dynamics 365 into the heart of its sales operations before the acquisition. First Citizens inherited that investment and kept building on it.

Their Sales Technology team uses Dynamics 365 as the central platform for how bankers manage clients, track deals, and run go-to-market operations. Developers build custom solutions and integrations directly inside Dynamics, connecting it to Azure, Power Platform, Power BI, and Power Automate. QA engineers test it end to end alongside Five9, their contact center platform.

It goes deeper than just CRM. The marketing technology stack at SVB included Dynamics as a core piece alongside Marketo and other tools, handling data flows and client engagement across the bank. Finance and compliance also interact with it as part of broader internal systems.

The story here is really about what happens when a fast-moving innovation bank gets acquired by a larger institution. The Dynamics investment SVB made didn't get replaced. First Citizens absorbed it, staffed around it, and kept expanding it.

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ENGIE

Renewable Energy — Paris, France

ENGIE is one of the world's largest energy companies, with operations spanning electricity generation, gas distribution, renewables, and retail energy supply across dozens of countries. In the Netherlands, they run a retail energy business serving both business and residential customers, helping them manage energy contracts, costs, and sustainability goals.

ENGIE Retail NL made a significant architectural decision: they chose Microsoft Dynamics 365 as the new backbone of their retail backoffice operations.

This isn't a peripheral tool. Dynamics 365 sits at the center of a cloud-based IT landscape where multiple applications connect via APIs and services, including external systems tied directly into the Dutch energy market. It's the system that everything else talks to.

To support that, ENGIE built out test automation specifically around Dynamics. They developed integration and regression test suites designed to run at high release frequency without requiring a disproportionate testing effort. The goal was to move fast without breaking things in a system that underpins customer billing, contracts, and energy market operations.

For a retail energy supplier, the backoffice is the business. Pricing, contracts, settlement, customer accounts - it all flows through it. Choosing Dynamics 365 as that system and investing in proper test automation around it signals a long-term commitment, not an experiment.

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E.ON

Utilities — Essen, Germany

E.ON is one of Europe's largest energy companies, operating electricity and gas networks, energy infrastructure, and customer solutions across 15 countries. With 47 million customers and a distribution grid stretching 1.6 million kilometres, they're not just selling energy, they're running the pipes and wires that keep homes and businesses powered.

Two distinct parts of the business have made Dynamics 365 a cornerstone of how they operate.

E.ON Grid Solutions, which drives digitalisation across E.ON's network operations in Germany, is building a major customer contact management platform on Dynamics 365 CE, running on Microsoft Azure. They call it E.ON SPACE, and the ambition is to set a new industry standard for how large German electricity distribution networks handle their Meter-to-Cash business. That's everything from metering to billing to customer interaction, all flowing through Dynamics and Power Platform, deeply integrated into the broader system landscape.

Then there's E.ON Energy Solutions in NRW, which operates district heating networks supplying thousands of homes and commercial buildings across Monheim, Leverkusen, and surrounding areas. They've made a clear strategic choice: Dynamics is how they run their field operations. Technicians get their work orders through it, maintenance and service coordination happens in it, and mobile workforce management runs on top of it. It's the operational backbone for people working on physical energy infrastructure every day.

Two very different use cases, same platform. One building next-generation utility infrastructure software, the other putting Dynamics in the hands of engineers managing district heating plants in the field.

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Vanguard

Financial Services — Malvern, Pennsylvania

Vanguard is one of the world's largest investment management companies, with over $9 trillion in assets under management and more than 50 million investors worldwide. Unlike most financial firms, Vanguard has no external shareholders, which means every dollar it saves on costs flows back to the people investing with it. That unusual structure has made it one of the most trusted names in finance for over 50 years.

To serve its clients well, Vanguard needs to manage thousands of relationships with financial advisers and workplace participants. That's where Dynamics 365 comes in, and Vanguard has built a serious, dedicated operation around it.

The first deployment is the B2B side. Vanguard's Financial Adviser Services business uses Dynamics 365 Sales as the central CRM for its entire adviser-facing sales organization, spanning the US, Australia, and Canada. The platform manages adviser relationships, tracks opportunities, and gives sales teams the data they need to prepare for client meetings. Vanguard has invested heavily here, building out the platform with Microsoft Copilot capabilities and AI-powered workflows so advisers can get smarter insights faster.

The second deployment is newer and arguably more ambitious. Vanguard is building a brand new Dynamics 365 Sales and Service platform for its workplace business, the side of the company that serves retirement plan participants directly. The goal is to bring service, sales, and marketing together in one place, turning every participant interaction into a moment of trust. It's a major build, deeply integrated with Microsoft Fabric, AWS data infrastructure, and event-driven data pipelines.

Two distinct CRM products, one platform, and a growing engineering practice behind both of them.

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Grab

Technology — Singapore

Grab is Southeast Asia's superapp. If you live in the region, chances are you use it daily - ordering food, booking a ride, sending a package, or managing your money. It operates across eight countries and serves tens of millions of users every month, with a network of driver-partners and merchants that's equally vast.

When any of those users need help, they reach out to Grab's support operation. And when a support agent picks up that case, they're working inside Microsoft Dynamics 365.

Grab has built a dedicated engineering practice around D365 Customer Engagement, based primarily in Ho Chi Minh City with leadership spanning Singapore, Malaysia, and the Philippines. The platform serves as the central tool for Grab's entire agent workforce, handling support cases across every vertical simultaneously - rides, food delivery, financial services, you name it. Given that scale, Grab has engineered the deployment to demand-grade specifications: extremely high availability, low latency, and what they describe internally as 100% data correctness.

The implementation isn't off-the-shelf. Grab's team has built deep customizations on top of D365, integrating it with machine learning models that interpret user intent, automation flows that can resolve issues end-to-end without agent involvement, and Power Platform components that extend functionality across the support ecosystem. The goal is to give agents exactly the right data and tools the moment a case lands in front of them.

What makes this unusual is the organizational investment behind it. Grab has a dedicated "Agent Experience" engineering team with its own product strategy, engineering managers, and a clearly defined mission to scale D365 as Grab's support footprint grows. This isn't a CRM that someone in IT maintains on the side. It's a platform product with full engineering ownership.

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Tyler Technologies

Software Development — Plano, United States

Tyler Technologies sells software to governments - think the systems your city uses to manage permits, court records, or property taxes. With nearly 8,000 employees and clients across all 50 states, keeping their own house in order requires some serious internal tooling.

On the customer-facing side, Tyler runs Dynamics 365 Customer Engagement to manage their entire sales operation. That means tracking leads, managing accounts, and keeping pipeline data clean across a large distributed sales force. They've built out custom integrations connecting D365 CE to other enterprise systems using tools like Boomi and KingswaySoft, and they layer Power Automate and Power Apps on top to automate workflows across sales, marketing, and support.

It goes further than just CRM. Tyler connects Gainsight, their customer success platform, directly into D365 CE as the central data source. Power BI pulls from that same ecosystem for reporting and dashboards. The whole thing is designed to give every client-facing function a single version of the truth.

Then there's the finance side. Tyler is in the middle of migrating off a legacy ERP onto Dynamics 365 Finance and Operations. That's a big lift - F&O is handling general ledger, accounts payable and receivable, fixed assets, project accounting, budgeting, and cash management. They're doing custom development in X++ and building data migration pipelines alongside it.

Two separate Dynamics 365 deployments, both actively built and maintained in-house. For a govtech company of this size, it's a pretty serious commitment to the Microsoft stack.

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LinkedIn

Software Development — Sunnyvale, United States

LinkedIn is the world's largest professional network, with more than a billion members and a salesforce of roughly 24,000 people selling everything from recruiting tools to marketing products. Running a global sales operation that size takes serious infrastructure behind the scenes.

At the core of it sits Dynamics 365 Customer Engagement. LinkedIn uses it to power their entire go-to-market operation, covering sales pipeline management, customer service, and marketing. It's not a lightweight CRM setup either. They've built custom plugins in C#, automated workflows, and deep integrations connecting D365 to their finance systems, talent platforms, and marketing automation tools, all running through Azure.

The order-to-cash process runs through D365 too. That means everything from deal structuring and contract data to quota tracking and revenue reporting flows through the platform. Finance and compliance functions reference it directly for SOX readiness work.

It's worth noting that LinkedIn also runs Salesforce in parallel, making it a dual-CRM environment. D365 handles the go-to-market and operational backbone, while Salesforce runs alongside it. Managing both at scale, with integrations to Azure services like Logic Apps and Azure Functions keeping data flowing between them, is no small feat.

The whole thing is actively built and maintained in-house, with engineers working across D365's Sales, Service, and Marketing modules. For a company owned by Microsoft, it's perhaps no surprise they run D365 this deeply. But the scale and sophistication of the deployment is notable regardless.

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Bosch

Industrial Technology — Stuttgart, Germany

Bosch is one of those companies that's so large it's almost hard to picture. Over 418,000 employees, operations in 60 countries, making everything from power tools to automotive sensors to industrial machinery. Running the technology backbone for an organization like that is a serious undertaking.

On the finance and supply chain side, Bosch runs Dynamics 365 Finance and Operations. The deployment covers the core financial processes you'd expect at a company this size: general ledger, accounts payable and receivable, and procurement. But it also goes deep into supply chain, handling inventory management, warehouse operations, and product information management across their manufacturing and warehousing operations in India and Europe.

Customer service is a separate but equally serious workstream. Bosch uses D365 Customer Service Workspace as a full contact center platform, with voice, chat, and SMS channels all configured through Microsoft's Omnichannel framework. Agents work from scripted workflows, and cases are routed automatically based on rules and queues. It's a proper enterprise contact center setup, not just a basic ticketing system.

They also run Dynamics 365 Customer Insights for marketing. That means building customer segments from behavioral and transactional data, running real-time marketing journeys, and managing email and SMS campaigns. Consent management and compliance profiles are configured too, which matters a lot for a company operating across dozens of markets with varying data privacy rules.

All of this is built and maintained in-house through Bosch's own software centers, primarily in India, Vietnam, and Bulgaria, with Power Platform, Azure Functions, and Azure Service Bus stitching the integrations together.

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Nucor Corporation

Manufacturing — Charlotte, United States

Nucor is America's largest steel producer, but calling it just a steel company undersells how sprawling the operation really is. With over 31,000 employees and more than 300 facilities across North America, Nucor is really a collection of businesses: steel mills, fastener plants, building systems, warehouse racking, overhead doors, tubular products, and even data center infrastructure. Each runs as its own division with its own P&L.

Holding all of that together operationally requires a common platform, and for Nucor, that platform is Dynamics 365 Finance and Operations.

D365 F&O runs the financial backbone across multiple divisions. Accountants, financial analysts, and AP administrators at Nucor Fastener, Nucor Warehouse Systems, and Nucor Rebar Fabrication all work in it daily for general ledger, accounts payable, inventory valuation, and month-end close. It's not a niche deployment - it's the expected ERP fluency across the company's finance function.

On the operations side, D365 F&O handles procurement, inventory management, production scheduling, and logistics coordination. Nucor Building Systems runs dedicated D365 supply chain management support in Waterloo, Indiana. Nucor Insulated Panel Group uses it for production planning in South Carolina. Even production supervisors at Nucor Towers & Structures in Utah are expected to know their way around it on the shop floor.

The Nucor Building Systems IT team is also actively maintaining D365 F&O alongside its predecessor, Dynamics AX 2012, pointing to an ongoing modernization effort that's still mid-stream across the business.

Then there's CHI Overhead Doors, a Nucor subsidiary that makes garage and commercial doors. Their sales organization runs Microsoft Dynamics as a CRM for lead tracking and customer management nationally, adding a customer engagement layer to what is otherwise a deep manufacturing ERP story.

For a company as decentralized as Nucor, standardizing on D365 across this many distinct business units is a meaningful commitment. Steel mills and data center racking companies don't usually share software.

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Trupanion

Insurance — Seattle, United States

Trupanion sells medical insurance for cats and dogs across North America. It's a niche business, but a serious one - over a thousand employees, publicly traded, with a field sales operation that sends representatives into veterinary clinics across the country to build relationships with vets and get them to recommend Trupanion to pet owners.

Microsoft Dynamics CRM sits at the center of all of it.

On the ground, the field sales team uses Dynamics as their live activity tracker. Representatives visiting upwards of 200 vet clinics a month log their calls, track accounts, and manage territory performance directly in the platform. That's a field force running its entire workflow through Dynamics on a daily basis.

Internally, Dynamics handles marketing automation, customer acquisition, and retention programs. The CRM platform is actively governed by a dedicated team covering workflow configuration, automation rules, case routing, data models, and reporting dashboards. Appian runs alongside it for heavier workflow automation, with the two platforms treated as a paired system rather than alternatives.

Finance also sits in Dynamics. Accounts payable, accounts receivable, and general accounting functions reference it as part of day-to-day operations.

For a company with just over a thousand employees, having Dynamics this deeply embedded across field sales, marketing, finance, and executive strategy is a meaningful commitment to the platform.

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