List of Microsoft Dynamics 365 CRM Customers
Redmond, 98052-6399, WA,
United States
Since 2010, our global team of researchers has been studying Microsoft Dynamics 365 CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Microsoft Dynamics 365 CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Microsoft Dynamics 365 CRM for CRM include: UCare, a United States based Insurance organisation with 1600 employees and revenues of $6.16 billion, Paprec Group, a France based Manufacturing organisation with 18000 employees and revenues of $4.00 billion, Rothschild & Co, a France based Banking and Financial Services organisation with 4600 employees and revenues of $3.10 billion, Federated Insurance, a United States based Insurance organisation with 3000 employees and revenues of $850.0 million, CHRISTUS Health Plan, a United States based Insurance organisation with 500 employees and revenues of $300.0 million and many others.
Contact us if you need a completed and verified list of companies using Microsoft Dynamics 365 CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Microsoft Dynamics 365 CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Ali Zaid Al-Quraishi & Brothers Company | Consumer Packaged Goods | 1000 | $186M | Saudi Arabia | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2022 | n/a |
In 2022, Ali Zaid Al-Quraishi & Brothers Company implemented Microsoft Dynamics 365 CRM as a central component of a group-wide Dynamics 365 rollout to unify multiple ERP systems and improve enterprise visibility. The deployment targeted CRM capabilities within the CRM category, establishing centralized customer relationship management and aligning customer data flows across the group’s subsidiaries.
The implementation of Microsoft Dynamics 365 CRM occurred alongside a broader Dynamics 365 suite deployment that includes Marketing, CRM, ERP, Customer Support and Human Capital Management, with functional coverage extended to Human Resources, Finance, Supply Chain, Manufacturing, Field Services, Case Management, Project Management, Accounting and Property Management. Dynamics 365 Human Resources was configured for end to end talent management across the hire to retire lifecycle, with policies and workflows implemented for hiring, onboarding, time management, attendance, training, performance, promotion, compensation, rewards, payroll, transfer, relocation and termination. Employee self service and automation were implemented for leave and loans management, employee assets, travel and expense management, and workflow enabled process controls were used to standardize HR and financial procedures.
Architecture and integration were consolidated on a single Azure platform, delivering cloud hosted Dynamics 365 applications with simplified native integrations to enable real time collaboration across functional units. Power BI was introduced to provide executives and management with an initial dashboard layer for enhanced visibility and key metric monitoring, and subsequent phases plan enterprise analytics for modelling and strategy support. The cloud based single pane enterprise view was positioned to standardize reporting and automate inter company transaction processing across subsidiaries.
Governance and rollout followed a phased approach, with 19 entities going live with ERP modules in 2022 and the AZAQ Group scheduled to go live with Dynamics 365 Human Resources during 2022. Financial and compliance governance was reinforced through workflow enabled controls and cybersecurity standards, and AZAQ reported focused IT cost management driven by consolidation and a Microsoft Enterprise Agreement that reduced license complexity. Improved visibility, collaboration and standardized processes were cited as operational benefits supporting centralized decision making and employee access to digital HR and CRM services 24/7.
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Carers NSW | Professional Services | 80 | $5M | Australia | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2018 | n/a |
In 2018 Carers NSW implemented Microsoft Dynamics 365 CRM in the CRM category, delivering an on-premise Customer Engagement instance extended with UpBeat by Professional Advantage. The CRM rollout was part of a broader 12 month IT engagement from May 2018 to May 2019 that covered organisation-wide systems for the Sydney headquarters and multiple regional offices across New South Wales.
The Microsoft Dynamics 365 CRM implementation included a bespoke Customer Engagement configuration on UpBeat, and the deployment integrated marketing automation through ClickDimensions, which replaced Mailchimp and SurveyMonkey as the organisation's native Dynamics marketing solution. Functional capabilities delivered included contact and constituent management, marketing automation, and entity mappings to support program intake workflows, with six-figure scale data extraction activities feeding the CRM catalog.
Data and system integration work was a major component, with complex data migration of approximately 500,000 records from an MS Access dataset using ScribeSoft for transformation and mapping to multiple Dynamics entities. The broader program also delivered Microsoft Dynamics GP 2018 for core financials and an HR3 payroll and HR solution, with HR3 integrated to Microsoft Dynamics GP and a staff kiosk rollout to 70 users enabling online leave and expense submissions.
Project governance was structured around formal project management and business analysis, including gap analysis to re-scope changed programs, vendor and stakeholder management, budget control, formal User Acceptance Test plan development, UAT execution with issues management, and a live cutover process that included final data migration. Microsoft Dynamics GP 2018 went live for four users on 30 June 2018 delivered on time and under budget, HR3 was rolled out on 30 June 2018 followed by kiosk access for staff, and Microsoft Dynamics 365 CRM was provisioned on-premise to support Carers NSW business functions across client services, finance, HR, and marketing.
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Carlisle Homes | Construction and Real Estate | 550 | $150M | Australia | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2021 | n/a |
In 2021, Carlisle Homes implemented Microsoft Dynamics 365 CRM as its enterprise CRM, deploying Microsoft Dynamics 365 CRM to formalize customer relationship management across the organisation. The deployment established a centralized CRM backbone for sales and customer engagement workflows within the construction and real estate business.
The implementation focused on core CRM functional modules including lead and opportunity management, contact and account management, activity and task tracking, sales pipeline visualization, case and service request tracking, and operational reporting and dashboards. Configuration work emphasized role based views for sales consultants and customer service staff, entity modeling for customers and sites, and automation of standard sales and follow up workflows to support sales-to-construction handoffs.
Architecturally the CRM was implemented as part of a D365 platform landscape, integrated with the organisation's D365 ERP environment to align customer records with financial and project records. Operational coverage extended across sales, customer service, construction operations and executive management, with platform stewardship based in Melbourne and used across Carlisle Homes Australia teams. The platform manager role retained central ownership for ongoing maintenance and product evolution while coordinating with internal stakeholders.
Governance was structured under a digital platform and program management approach, with a core platform team managing configuration, roadmap prioritization, and vendor relationships. Processes were reworked to embed data driven decision making and to align CRM workflows with strategic planning, with an explicit objective to enhance customer engagement and deliver improved user centric experiences.
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CHRISTUS Health Plan | Insurance | 500 | $300M | United States | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2022 | n/a |
In 2022, CHRISTUS Health Plan implemented Microsoft Dynamics 365 CRM as its CRM platform. The initiative was led by internal business systems resources, with a Senior Business System Analyst directing requirements gathering, stakeholder workshops, and technical workflow design across multiple departments. The deployment emphasized creation, testing, implementation, and user training to align system workflows with business requirements.
Configuration focused on sales automation and workflow orchestration for the Health Plans Sales department, coupled with eligibility process mapping and commission reconciliation workflows. Microsoft Dynamics 365 CRM was configured to host BI reports and dashboards used by leadership, eligibility teams, and the sales organization, and to operationalize recurring reporting and reconciliation processes for commission accounting.
Operational coverage included Sales, Eligibility, Accounting, and Leadership functions, and the implementation explicitly supported Medicare Advantage, Health Insurance Exchange, and USFHP lines of business for commission processing and reporting. The project produced recurring reconciliations and analytical reports for internal and external agents and Field Marketing Organizations, and provided reporting to Accounting and Sales Management.
Governance incorporated formal change management and SME ownership within the Health Plans Sales organization, with regular project meetings to translate business requirements into automated solutions and to validate workflow technical designs. Testing and training were integral to the rollout, and the Senior Business System Analyst retained ownership of BI reporting and dashboard maintenance to sustain operational visibility.
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CPC (Colder Products Company) | Manufacturing | 700 | $150M | United States | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2021 | n/a |
In 2021, CPC (Colder Products Company) implemented Microsoft Dynamics 365 CRM to standardize customer, sales and service processes across the manufacturing organization. The Microsoft Dynamics 365 CRM implementation focused on CRM core capabilities including sales automation, account and contact management, and opportunity tracking, aligning the application to commercial and aftermarket service workflows.
Configuration work centered on entity modeling, business process flows, and automated workflow rules to enforce lead to order handoffs and opportunity stages. Reporting and analytics were scoped to feed into Power BI and OBIEE, with data extracts and SQL-based transformation routines used to reconcile CRM records with existing analytical datasets.
Integrations were executed to synchronize customer and transactional information with Oracle, to surface product definitions from Windchill PLM, and to connect customer interactions with the company eCommerce platform, while Excel and SQL utilities supported data import and cleansing during cutover. The deployment used an onshore and offshore development delivery model, with iterative releases to validate integrations and data mappings.
Governance and rollout were led by a Senior Technical Business Analyst who facilitated requirements and vision sessions, held daily scrum calls with offshore and local development teams, and developed a strategic roadmap with the IT Director. Capital Expenditure Requests were prepared for executive approval, and the project approach emphasized cross-department collaboration to align CRM configuration with sales, service, and order orchestration processes.
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Professional Services | 700 | $200M | United States | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2022 | Qgate |
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Insurance | 3000 | $850M | United States | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2022 | n/a |
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Banking and Financial Services | 498 | $236M | Australia | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2023 | n/a |
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Manufacturing | 50 | $10M | United States | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2022 | n/a |
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Manufacturing | 18000 | $4.0B | France | Microsoft | Microsoft Dynamics 365 CRM | CRM | 2018 | n/a |
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Buyer Intent: Companies Evaluating Microsoft Dynamics 365 CRM
- Var Group Italy, a Italy based Professional Services organization with 349 Employees
- California State University, Northridge, a United States based Education company with 4000 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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