The Dynamics 365 Web Advantage
Dynamics 365 runs in the browser. Userlane works with any browser-based application, delivering contextual help directly in the interface without modifying the underlying system. Deploy via browser extension across your Dynamics modules in days.
Dynamics 365 Applications We Enhance
- Sales (CRM)
- Customer Service
- Field Service
- Finance and Operations
- Human Resources
- Marketing
Contextual Assistance + Copilot
What Copilot Provides
- Natural language assistance
- Content generation
- General productivity help
What Userlane Adds
- Step-by-step guidance through complex Dynamics workflows
- Copilot-triggered guides and automations
- Consistent help across Dynamics and non-Microsoft applications
- A unified help hub connecting Copilot, knowledge bases, and guided actions
Microsoft Copilot answers questions. Userlane bridges the gap between answers and completed tasks with interactive guidance. Together, they give your teams a consistent help experience across every application.
The Impact on Your Business
- Reduce Training Costs
Only 40% of software features are actually used by employees. Userlane delivers help in the workflow so teams learn by doing, not by sitting in classrooms.
- Cut Support Ticket Volume
88% of employees frequently face frustration with software at work. Contextual guidance resolves questions before they become tickets.
- Drive Dynamics Adoption
Organizations using Userlane on Dynamics 365 have achieved 87% user adoption across hundreds of employees with a 70% increase in process efficiency.
Strategic Value: The Context Layer Microsoft Needs
For Dynamics Customers:
- Contextual adoption across all modules
- HEART Analytics to measure adoption and prove Dynamics ROI
- Copilot-triggered guidance for complex workflows
For Your Broader Software Estate:
- Extend contextual help beyond Microsoft to any browser-based application
- Unified help experience regardless of application
- Consistent guidance whether from Copilot or the Userlane Assistant
Proven Dynamics Success
Global Financial Services
- >5,000 Dynamics 365 users
- 87% adoption improvement
- 70% increase in process efficiency
“Userlane has been a game-changer for us. Leveraging a solution tailored to our unique needs, we empower our employees to complete complex processes smoothly and deliver the best customer experience.” – Project leader of Digitaliziation
