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Head to head · Crm records · October 2026 research run

Capsule CRM vs Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Capsule CRM's 55.7 (C), and leads in 4 of 7 scored categories. Capsule CRM leads on reliability and payments & pricing. Both do crm records.

Capsule CRMZestia Limited · HTTP API C55.7/100#504 of 722 Microsoft Dynamics 365 SalesMicrosoft · HTTP API B69.7/100#150 of 722

Which one, for what

Capsule CRM C

Good for Small teams already on Capsule who want an agent to read and write contacts, opportunities, projects and tasks over REST with a read-only scope available.

Ahead on

  • Reliability, 83 against 65
  • Payments & pricing, 30 against 25

Also in its favour

  • A hosted endpoint, with nothing to install
  • Free to start without a card

Watch for

No OpenAPI file, llms.txt or official SDK was found

Microsoft Dynamics 365 Sales B

Good for Organisations already on Dynamics 365 or Microsoft 365 that want an agent to work inside existing security roles.

Ahead on

  • Schema & documentation, 81 against 48
  • Agent ergonomics, 86 against 59
  • Security & auth, 74 against 46
  • Maintenance & community, 79 against 38

Also in its favour

  • Runs on your own machine

Watch for

No public OpenAPI document. The contract is an OData CSDL $metadata document served by each environment behind sign-in

Score by category

CategoryWeight this runCapsule CRMMicrosoft Dynamics 365 SalesEdge
Reliability16%208365Capsule CRM +18
Performance10%pendingpendingpendingnot scored in this run
Schema & documentation13%16.24881Microsoft Dynamics 365 Sales +33
Agent ergonomics13%16.25986Microsoft Dynamics 365 Sales +27
Security & auth14%17.54674Microsoft Dynamics 365 Sales +28
Payments & pricing10%12.53025Capsule CRM +5
Task success10%pendingpendingpendingnot scored in this run
Maintenance & community7%8.83879Microsoft Dynamics 365 Sales +41
Transparency & trust7%8.87575even
Negative events≤1500
Total55.7 · C69.7 · B

Facts side by side

FactCapsule CRMMicrosoft Dynamics 365 Sales
KindHTTP APIHTTP API
VendorZestia LimitedMicrosoft
Hosted endpointhttps://api.capsulecrm.com/api/v2no (local only)
TransportsHTTPHTTP, stdio
AuthOAuth or keyOAuth
PricingFreemiumPaid
x402nono
LicenceProprietary service under Capsule's Customer TermsProprietary service under the Microsoft Product Terms. The Python SDK and the @microsoft/dataverse npm package are MIT
Tools exposednone15
Read-only variant documentedyesno
llms.txtnono
Last release2026-09-252026-10-07
Terms last updatedno date givenno date given
Privacy policy last updated2025-08-212026-09-01
Customer content may train modelsnot found in the textyes
Terms restrict automated accessnot found in the textnot found in the text
Terms restrict benchmarkingnot found in the textnot found in the text
Terms or service can change without noticeyesnot found in the text
Arbitration or class-action waivernot found in the textnot found in the text
Popularitynone2.9k npm/wk, 11k PyPI/wk

Verdicts

Capsule CRM

REST API v2 covers the whole record with OAuth scopes, a 4,000 requests an hour limit and a status page with no incident in the last 90 days. There is no OpenAPI file, llms.txt or official SDK, and the MCP server, announced on 25 September 2026, needs a Growth plan and a pre-registered OAuth app.

Microsoft Dynamics 365 Sales

Dynamics 365 Sales data sits in Dataverse, reached through the OData v4 Web API or the Dataverse MCP server with 15 tools. Service protection limits are published and 429 responses carry Retry-After. Access needs an Entra app registration and an administrator, and the public service health page showed no history to our reader.

Before you call either

Capsule CRM

  1. Send Authorization: Bearer <token> to https://api.capsulecrm.com/api/v2. Projects use the old name in paths, /kases
  2. Follow the Link header for the next page. perPage goes up to 100 and the default is 50
  3. On 429, wait until the epoch time in X-RateLimit-Reset. The docs suggest one second between calls
  4. Ask for the read scope when the task only reads. A write with a read-only token answers 403 with insufficient_scope
  5. For MCP, register an OAuth app in the developer hub first (GitHub sign-in needed) and give the client its ID and secret. Personal API tokens are refused

Microsoft Dynamics 365 Sales

  1. Send OData-MaxVersion: 4.0, OData-Version: 4.0 and Accept: application/json, and name columns with $select on every read
  2. Page with Prefer: odata.maxpagesize (up to 5,000) and follow @odata.nextLink. $skip is not supported
  3. On 429, wait the seconds in Retry-After. The x-ms-ratelimit-* headers are for debugging, not pacing
  4. Use PATCH on an alternate key to upsert, and add If-Match: * when an update must not create a record
  5. For MCP, call describe for logical table and column names before read_query. Update any allow list that still names describe_table, list_tables or fetch

Questions

Which is better for AI agents, Capsule CRM or Microsoft Dynamics 365 Sales?

Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Capsule CRM's 55.7 (C), and leads in 4 of 7 scored categories. Capsule CRM leads on reliability and payments & pricing.

Do Capsule CRM and Microsoft Dynamics 365 Sales need an API key?

Capsule CRM takes an API key or an OAuth sign-in. Microsoft Dynamics 365 Sales uses an OAuth sign-in.

Can an agent call Capsule CRM and Microsoft Dynamics 365 Sales without installing anything?

Capsule CRM has a hosted endpoint at https://api.capsulecrm.com/api/v2. Microsoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed.

Other comparisons with Capsule CRM or Microsoft Dynamics 365 Sales

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