Microsoft still isn't disclosing the size of its Azure business, providing only the growth rate for the cloud business and leaving investors guessing how its revenue compares to Amazon and Google .
But in its much smaller Dynamics business, which includes software for salespeople, marketers and customer-service agents, Microsoft has suddenly opted for greater transparency.
In its annual report to investors last week, Microsoft disclosed Dynamics revenue in a table alongside other products for the first time.
He also noted that Microsoft Sales Copilot, a tool capable of writing business-oriented email drafts, integrates with Dynamics as well as Salesforce's software.
Partly motivated by Microsoft's AI capabilities, some companies are switching to Dynamics from Salesforce, said Manny Medina, CEO of sales software startup Outreach.
Persons:
Satya Nadella, Flipkart, Nadella, Manny Medina, Medina, Salesforce, Bret Taylor, Marc Benioff, they're, Doug Burgum, Adam Mansfield, Mansfield
Organizations:
Microsoft Corp, Microsoft, Google, Dynamics, Products, Cloud Services, Technology, IDC, Oracle, SAP, CNBC, Industry, Marketing, Commerce Cloud, Plains Software, North, Republican
Locations:
Mumbai, India, MSFT, Marketing Cloud, Commerce, North Dakota, Great Plains