Microsoft Corporation Presents at Deutsche Bank Technology Conference 2024, Aug-28-2024 10:15 AM - NasdaqGS:MSFT

NasdaqGS:MSFT

**- Role and Focus: Charles Lamanna, Corporate Vice President of Business Applications & Platform at Microsoft, focuses on business offerings and industry solutions, including Dynamics 365, Power Platform, and various Copilot extensions.

• Current Market Trends: Customers are increasingly looking for AI solutions that produce tangible business outcomes, moving from AI experimentation to practical applications. This shift emphasizes the importance of ROI and business results.

• Dynamics 365 Growth: Dynamics 365 is 90% cloud-based, growing 20% annually in the cloud, with a focus on gaining market share. The competitive landscape is evolving, with AI becoming a crucial factor in CRM and ERP evaluations.

• Copilot Strategy: Microsoft's Copilot strategy involves enriching large language models with business process understanding and private data to create tailored solutions. This includes Copilot for Sales, Service, Finance, and other business functions, with over 2 million active users.

• Power Platform: Power Platform, including Power BI, Power Apps, Power Automate, and Power Pages, aims to democratize app development and automate tasks. It has 48 million monthly active users and generates billions in annual revenue. The platform's TAM is expected to grow 10x, driven by the integration of generative AI.

• Generative AI Integration: Generative AI is making tools more accessible, allowing users to build solutions using natural language. Features like Record with Copilot in RPA demonstrate how AI can simplify complex tasks, making development more approachable.

• Enterprise Market Approach: Microsoft is targeting the large enterprise market with a modular approach, winning individual workflows rather than attempting full-scale replacements. This strategy allows for incremental adoption and demonstrates value through business outcomes.

• Customer Service and Support: Dynamics 365 Contact Center leverages AI to provide comprehensive customer service solutions, integrating chatbots, communication channels, and case management. Microsoft has seen significant improvements in customer support efficiency and customer experience.

• Platform Extensibility: Microsoft Copilot is designed as an open platform, integrating with other solutions like SAP and ServiceNow. This extensibility positions Copilot as a central point of integration and orchestration for various AI components and applications.**