Make Dynamics 365 Deliver

Userlane collaborates with Microsoft , adding contextual intelligence to Dynamics 365.
Userlane shows behavioral patterns across all Dynamics modules, provides application-specific assistance, and has helped customers reach 74% adoption improvement.

Note: Userlane works with any web application. This page shows specific optimizations for Microsoft Dynamics, but Userlane supports every browser-based application equally.

Explore Dynamic Integration

<span class="gradientWhite">Make Dynamics 365 Deliver</span>
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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.

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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

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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

Frequently asked questions

Userlane overlays contextual help directly on browser-based Dynamics 365 modules. Userlane guides people through workflows, validates data entry, and connects to your knowledge base. Deploy via browser extension with no changes to Dynamics itself.

Userlane supports web-based access to Dynamics 365, whether cloud or on-premise. As long as people access through a browser, Userlane works.

Userlane is building integration with Microsoft 365 Copilot as part of an ongoing collaboration. Userlane already delivers in-app guidance across all Dynamics modules independently, and the architecture supports connection to Copilot and other AI assistants via Entra ID.

No. IT deploys the browser extension centrally in minutes. Userlane works with all Dynamics 365 modules and integrates with your existing Microsoft authentication.

Yes. Userlane works with any browser-based application. Organizations use it across Dynamics, SAP, Salesforce, Oracle, and other enterprise systems from a single platform with unified analytics.
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