I read that as meaning all of the Dynamics products - AX, NAV, GP etc. - not just CRM.
Not sure the comparison with Box is that appropriate - Box is more comparable to SharePoint, which is a huge product (on-premise and as part of Office 365).
Need new head to compete with oracle and salesforce
SAP too. Even newer, cloud-based companies like Workday are looking like very promising contenders for the same small/midsize businesses as AX, GP, NAV, and SL.