Friday, June 19, 2015

Will Microsoft buy into Dynamics or sell it off? - diginomica

Final paragraphs from a Microsoft Dynamics reality check; also see How Microsoft's latest reorg will affect Dynamics CRM and ERP (ZDNet)
"I think it’s more likely that Microsoft would look to sell off some or all of its legacy ERP portfolio to a ‘friendly’ competitor — one that’s committed to the Microsoft stack. This would remove a source of conflict with other partners while sustaining market presence for its platform.

So perhaps the newly struck alliance with Unit4 is a prelude to a sell-off of some of Microsoft’s ERP assets to Unit4’s private equity owners. Or perhaps Sage, which also runs its ERP products on a Microsoft stack, will be the ultimate home of one or more of the Dynamics ERP products.

This is wholly speculative on my part. I may have this completely wrong. But I would not be surprised if we learn in the weeks or months to come that Microsoft is finally unwinding some of its ERP acquisitions as it refocuses on a platform strategy in which a ragbag of historic, legacy client-server acquisitions no longer have a place."
Will Microsoft buy into Dynamics or sell it off? - diginomica
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