Microsoft competition?
The May report from Morgan Stanley noted that Salesforce might face more competition from Microsoft's Dynamics 365 line of enterprise resource planning and CRM applications.
"Though we did hear of some increased competition from Microsoft's Dynamics 365 within the mid-market segment, all partners spoke to stable-to-improving win-rates," Morgan Stanley said.
Dynamics, along with other Microsoft products, has been involved this year in the expanded access to the Redmond, Washington-based vendor's generative AI copilot offerings. Microsoft announced even more products getting copilot access during its Build 2023 conference in May.
