
The Dynamics 365 web advantage
Dynamics 365 runs in the browser. Userlane delivers 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 for Dynamics
What Copilot provides
- Natural language assistance
- Content generation
- General productivity help
What Userlane adds
- In-app guidance through complex Dynamics workflows
- copilot-triggered guides and automations
- Consistent help across Dynamics and non-Microsoft applications
- A single help hub connecting knowledge bases and guided actions
Microsoft Copilot answers questions. Userlane delivers in-app guidance that turns questions into completed tasks. The result is consistent help across every application, whether Microsoft or not.


The impact on your business
- Reduce training costs
Only 40% of software features are used by employees. Userlane delivers help in the workflow so teams learn by doing.
- Cut support ticket volume
88% of employees struggle with their software regularly. Contextual guidance resolves questions before they become tickets.
- Improve Dynamics adoption
One Dynamics 365 customer reached 87% user adoption across more than 5,000 employees. Process efficiency rose 70%.
Strategic value: The Context Layer Microsoft Needs
For Dynamics customers:
- Contextual adoption across all modules
- HEART Score 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 from the Userlane Assistant across every application


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 Digitalization
