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.

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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