Salesforce/Workday growth vs. Microsoft Dynamics Growth
To put the cloud customer adoption in perspective, Salesforce.com (a $3 billion business) grew around 30% in 2013. Workday, a much smaller ($470 million) business grew around 70% in 2013. Kirill Tatarinov said the Microsoft Dynamics business grew 10% overall in 2013. He pointed out that AX grew 30% in North America and that Dynamics CRM has had 38 consecutive quarters of "strong, double-digit growth," with 9 out of 10 new customers choosing CRM Online. All those stats reinforce the arguement that Microsoft should be moving to multi-tenant ERP services sooner rather than later. But the die is cast and would-be customers will have to wait until 2015. NetSuite (a more direct AX competitor than Workday) is ready today.