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Salesforce is finally getting some real competition — and it’s from Microsoft

Daniel Newman
Salesforce is finally getting some real competition — and it’s from Microsoft

On the heels of another quarter of beating Wall Street’s earnings estimates, the bullish sentiment around Salesforce couldn’t be higher. While I have long been an advocate for Marc Benioff’s software-as-a-service (SaaS) monster, I now believe that Salesforce (CRM) might be in the crosshairs of a sleeping giant: Microsoft (MSFT) Thanks to growing momentum for Dynamics 365 software applications, the tide for customer-relationship (CRM) software may finally be set to turn in favor of the Seattle company. In the world of CRM, Microsoft may not be a household name the way Salesforce is, but that hasn’t stopped it from trying (and failing to slow Salesforce).