scalingplatform

Dynamics 365 and business applications

Revenue grew 13% in the June 2026 quarter, and management expects low-teens growth for the September quarter. Pricing is moving from seats to seats plus consumption.

MSFT market data

The numbers

Dynamics 365 revenue growth13% (12% in constant currency)Q4 FY26 (Apr-Jun 2026) · source ↗

Usage-based credit consumption in customer serviceup 4x quarter over quarterQ4 FY26 (stated on call) · source ↗

What it is

Enterprise resource planning, customer relationship management and supply chain software sold as cloud subscriptions. Reported inside Productivity and Business Processes.↗ source

Why it matters to the stock. Competes with Oracle and SAP and is a source of Azure consumption. Management said ERP bookings remain healthy while CRM moderated with longer sales cycles.

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