Use case type

Customer relationship management

Customer relationship management groups 6 documented AI deployments in the AI Use Case Hub. Adoption so far spans Healthcare, Retail and Logistics. Browse the company examples below to see how teams put it into production.

Use cases

6

Examples

6

Industries

6

Timeline

2 mo

Company examples

Use cases of this type

6 shown from 6 use cases

MicrosoftMay 19, 2025

STERNET streamlines industrial automation services with next-level CRM productivity

STERNET, a Polish leader in electric drives and industrial automation services, supports 9,000 customers and various OEMs. Facing the challenge of scaling operations and remote collaboration, STERNET selected Microsoft Dynamics 365 Sales, tightly integrated with Microsoft 365, to replace time-consuming, fragmented data workflows. Partnering with OneDynamics, STERNET rolled out the CRM in phases, involving employees to increase system adoption and efficacy. The solution automated national registry lookups, standardized customer data, and centralized all customer interactions within a single system. This empowered every department—from sales to marketing and logistics—to gain real-time insights, streamline communications, and execute tailored campaigns. As a result, STERNET experienced a 40% reduction in time spent on data verification, reduced delivery errors, and improved operational insights, dramatically boosting productivity and customer engagement.

STERNETManufacturing
MicrosoftMay 5, 2025

MSC leverages Dynamics 365 to streamline global customer support

MSC Mediterranean Shipping Company, the world's largest cargo shipping line, has standardized customer support operations using Microsoft Dynamics 365. This transformation allows MSC to enhance service delivery by integrating shared data, workflows, reporting, and documentation across its 675 offices globally. Dynamics 365 has helped MSC address challenges like port congestion and geopolitical disruptions, while focusing on customer-centricity to foster long-term relationships.

MSC Mediterranean Shipping CompanyLogistics
MicrosoftMay 2, 2025

IKEA Sweden boosts kitchen sales efficiency with Microsoft Power Platform

IKEA Sweden collaborated with Microsoft and Capgemini to deploy a solution combining Dynamics 365 and Microsoft Power Platform. The IKEA Sales Tool streamlined their sales processes, enhancing customer engagement and operational workflows in the kitchen sales department. Multiple Power Apps-enabled systems centralized data and optimized scheduling for smoother resource allocation.

IKEA SwedenRetail
MicrosoftMay 1, 2025

Teladoc Health streamlined global systems using PwC

Teladoc Health partnered with PwC for Project Fusion to unify its systems following rapid expansion. Using Oracle Fusion for ERP and Salesforce for CRM, Teladoc created a single integrated platform, improving data accessibility, reducing costs, and enhancing customer interactions. The scalable solution supports Teladoc's growth, boosts efficiency across operations and supply chain management, and establishes a robust data reporting structure.

Teladoc HealthHealthcare
MicrosoftJan 24, 2019

United Church of Canada modernizes community operations and member management

The United Church of Canada partnered with Protiviti to modernize operations by transitioning from fragmented legacy systems to a unified cloud-based digital platform using Microsoft technologies. This shift supports over 3,000 communities and 8,000 ministers nationwide and addresses long-standing information silos affecting IT, finance, and national administration.The new solution, built on Microsoft 365, SharePoint, Dynamics 365, PowerApps, Power Automate, Power BI, and Teams, provides ministers and communities with modern self-service portals, mobile access to data, and enhanced collaboration spaces. Automated data capture, streamlined record updates, and integrated communication tools replaced slow, paper-based workflows.Following a 3-month engagement, the Church implemented intranets for national and regional offices, modernized data processing, and reduced IT overhead by migrating to Canadian cloud datacenters. The platform boosted accessibility for rural and youth members and made the operational processes more agile and efficient. Staff and ministers now have easier, more secure access to essential church data from anywhere, reflecting modern digital best practices.This digital transformation expanded collaboration, improved member engagement, accelerated information updates, and reduced time and costs previously dedicated to maintaining disconnected on-premises systems.

United Church of CanadaPublic Sector
MicrosoftDate unknown

Zurich Insurance Group Uses Microsoft 365 Copilot for Sales to Streamline Workflows and Improve CRM Data

Zurich Insurance Group uses Microsoft 365 Copilot for Sales integrated with Dynamics 365 Sales to streamline workflows by embedding AI and sales insights directly into daily productivity tools like Outlook and Teams.The implementation allows employees to create, update, and link CRM data within their work applications without switching apps, improving CRM data quality and enabling more effective decision-making processes.Copilot for Sales consolidates customer interaction data and provides sales insights, enhancing relationship management and operational efficiency for Zurich's commercial insurance teams.

Zurich Insurance GroupInsurance
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