Helps manage customer relationship more efficiently with AI.
Use cases
6
Examples
6
Industries
6
Timeline
2 mo
Data updated 1 day ago
Adoption over time
Documented cases per month
By case publish month · completed months only
4 cases documented across 37 months (Jul 23 – Jul 26), peaking at 4 in May 2025.
AI Use Cases Hub
1 earlier case before Jul 23 not shown
Each column counts every documented case of this type by its publish month, across the full corpus. The in-progress current month is excluded from columns and surfaced separately, and cases published before the charted window are summarized as earlier cases instead of plotted.
2Innovativeness2/5Incremental2/5 - Incremental. The case describes a phased CRM deployment with integration to Microsoft 365 and automation of registry lookups and address verification, but without evidence of advanced AI architecture or unusual technical orchestration.
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.
1Innovativeness1/5Foundational1/5 - Foundational. MSC’s use of Dynamics 365 standardizes customer support workflows and shared data across offices, but the case provides no AI-specific or novel technical differentiation evidence.
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.
2Innovativeness2/5Incremental2/5 - Incremental. Uses Microsoft Power Platform with Dynamics 365 to centralize sales data and automate scheduling/workflows for kitchen sales, but with no unusual AI architecture or advanced integration described.
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.
1Innovativeness1/5Foundational1/5 - Foundational. This case is primarily ERP/CRM consolidation (Oracle Fusion + Salesforce via PwC) with no clear evidence that AI is providing the core differentiated capability.
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.
1Innovativeness1/5Foundational1/5 - Foundational. The case is a cloud/digital transformation and process automation using Microsoft tools, but it does not present AI-specific innovation.
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.
2Innovativeness2/5Incremental2/5 - Incremental. Copilot for Sales is embedded into Outlook/Teams and integrated with Dynamics 365 Sales to streamline CRM updates and surface sales insights, but the evidence does not show unusual architecture or advanced orchestration beyond standard Copilot-in-product integration.
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.
How many customer relationship management use cases are documented?
The AI Use Case Hub documents 6 real customer relationship management deployments across 6 industries, with 6 detailed company examples you can browse.
Which industries adopt customer relationship management the most?
Customer relationship management is most common in Healthcare (17%), Retail (17%) and Logistics (17%).
Which countries lead in customer relationship management?
Switzerland leads documented customer relationship management deployments, followed by United States and Sweden.
What technologies are used for customer relationship management?
Teams most often build customer relationship management with Dynamics 365, Microsoft 365 and Power BI.
What AI capabilities power customer relationship management?
Across the documented deployments, the most common capability patterns are Agent (17%) and Copilot (17%).
What results do companies report from customer relationship management?
Across the 6 deployments reporting outcomes, companies most often cite customer experience & trust (100%), scale & capacity (67%) and better decisions & insight (67%).