{ "data": { "a": { "slug": "dynamics-365-sales", "name": "Microsoft Dynamics 365 Sales", "vendor": "Microsoft", "vendorUrl": "https://www.microsoft.com/dynamics-365/products/sales", "kind": "http-api", "category": "crm", "summary": "Microsoft's sales CRM for accounts, contacts, leads and opportunities. Its data is held in Dataverse and reached through the Dataverse Web API (OData v4), SDKs for .NET and Python, and the Dataverse MCP server.", "url": "https://www.anchorterminal.com/tools/dynamics-365-sales", "markdownUrl": "https://www.anchorterminal.com/tools/dynamics-365-sales.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/dynamics-365-sales.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json", "repo": "https://github.com/microsoft/PowerPlatform-DataverseClient-Python", "license": "Proprietary service under the Microsoft Product Terms. The Python SDK and the @microsoft/dataverse npm package are MIT", "transports": [ "http", "stdio" ], "packages": [ { "registry": "pypi", "name": "PowerPlatform-Dataverse-Client" }, { "registry": "npm", "name": "@microsoft/dataverse" }, { "registry": "nuget", "name": "Microsoft.PowerPlatform.Dataverse.Client" } ], "auth": "oauth", "authNotes": "OAuth 2.0 through Microsoft Entra ID is the only route. A person registers an app in the customer's Entra tenant. For delegated access it takes the Dynamics 365 delegated permission (access as organisation users) and the scope `\u003cenvironment-url\u003e/user_impersonation`. For server-to-server access an administrator creates an application user with a security role, and the app uses a client secret or certificate with `\u003cenvironment-url\u003e/.default`. The Dataverse MCP server takes the `mcp.tools` permission, and a Power Platform administrator must allow each client app ID per environment. Only Copilot Studio is allowed by default. No API-key path.", "pricing": "paid", "pricingNotes": "Sales Professional $65, Enterprise $105 and Premium $150 a user a month, paid yearly, per the pricing page, which says prices vary by country. The Web API has no separate charge. An application user needs no paid licence and draws on a tenant pool of requests. Since 15 December 2025, Dataverse MCP calls from agents built outside Copilot Studio are billed in Copilot Credits unless the user holds a Dynamics 365 Premium or Microsoft 365 Copilot licence. A 30-day trial and the free Power Apps Developer Plan let a team start without a contract. Card requirements were not stated (checked 2026-10-08).", "priceSummary": "$65 / seat-mo", "where": "local", "x402": { "level": "no", "evidence": "No x402, MPP or L402 in the Dataverse Web API docs, the Dataverse MCP docs or the pricing page (checked 2026-10-08).", "endpoints": [] }, "toolCount": 15, "popularity": { "githubStars": null, "npmWeekly": 2921, "pypiWeekly": 10702, "asOf": "2026-10-08" }, "docsUrl": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview", "capabilities": [ "crm.records", "crm.pipeline", "crm.activities", "crm.search", "crm.webhooks" ], "tags": [ "hosted", "official", "oauth", "enterprise", "mcp", "odata", "webhooks", "python", "dotnet", "closed-source", "sla", "audit-log" ], "lastRelease": "2026-10-07", "graded": true, "anchor": { "graded": true, "score": 69.7, "grade": "B", "agentReady": false, "rank": 150, "ranked": true, "rankOf": 722, "categoryRank": 3, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 86, "maintenance": 79, "payments": 25, "reliability": 65, "schema": 81, "security": 74, "transparency": 75 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-08" }, "negative": 0, "verdict": "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.", "bestFor": "Organisations already on Dynamics 365 or Microsoft 365 that want an agent to work inside existing security roles.", "strengths": [ "Limits are published per user and web server. 6,000 requests and 20 minutes of execution time per five minutes, and 52 concurrent requests", "429 responses carry Retry-After, and PATCH on an alternate key upserts, so a retried write does not create a duplicate", "OAuth 2.0 through Microsoft Entra ID only, with every call inside the Dataverse security roles of the user or application user", "The Dataverse MCP server is generally available at /api/mcp with 15 tools, and each client app must be allowed per environment", "The October 2026 SLA pays a 25 per cent credit when Sales Enterprise or Professional uptime falls below 99.9 per cent" ], "weaknesses": [ "No public OpenAPI document. The contract is an OData CSDL $metadata document served by each environment behind sign-in", "A person registers an app in Entra ID and a Power Platform administrator enables it. No keyless route was found", "Service health for a tenant sits behind an admin sign-in, and status.cloud.microsoft showed no components or history to our reader", "MCP calls from agents built outside Copilot Studio are billed in Copilot Credits unless the user holds a Premium or Microsoft 365 Copilot licence", "The MCP tools describe_table, list_tables and fetch were removed and search was renamed. The notice in the docs carries no date" ], "agentNotes": [ "Send `OData-MaxVersion: 4.0`, `OData-Version: 4.0` and `Accept: application/json`, and name columns with `$select` on every read", "Page with `Prefer: odata.maxpagesize` (up to 5,000) and follow `@odata.nextLink`. `$skip` is not supported", "On 429, wait the seconds in Retry-After. The `x-ms-ratelimit-*` headers are for debugging, not pacing", "Use PATCH on an alternate key to upsert, and add `If-Match: *` when an update must not create a record", "For MCP, call `describe` for logical table and column names before `read_query`. Update any allow list that still names `describe_table`, `list_tables` or `fetch`" ], "metrics": { "kind": "remote", "measured": false }, "reviewCount": 0, "avgRating": 0, "history": [ { "basis": "public evidence", "confidence": "medium", "grade": "B", "methodology": "0.4", "pending": [ "performance", "tasks" ], "run": "2026-10-01", "runLabel": "October 2026 research run", "score": 69.7 } ], "editorialScores": { "ergonomics": 86, "maintenance": 79, "payments": 25, "reliability": 65, "schema": 81, "security": 74, "transparency": 60 }, "provenanceScore": 90 }, "connect": { "install": "pip install PowerPlatform-Dataverse-Client", "http": "curl \"https://$DATAVERSE_ORG.api.crm.dynamics.com/api/data/v9.2/accounts?\\$select=name\u0026\\$top=5\" \\\n -H \"Authorization: Bearer $DATAVERSE_ACCESS_TOKEN\" \\\n -H \"Accept: application/json\" \\\n -H \"OData-MaxVersion: 4.0\" \\\n -H \"OData-Version: 4.0\"", "claudeCode": "claude mcp add dataverse -t stdio -- npx -y @microsoft/dataverse mcp https://yourorg.crm.dynamics.com", "config": { "mcpServers": { "dataverse": { "args": [ "-y", "@microsoft/dataverse", "mcp", "https://yourorg.crm.dynamics.com" ], "command": "npx" } } } }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/dynamics-365-sales" }, "sameCompany": [ "azure-foundry-fine-tuning", "azure-ai-content-safety", "azure-speech-to-text", "azure-text-to-speech", "microsoft-agent-framework", "microsoft-execution-containers", "microsoft-entra-agent-id", "azure-key-vault", "azure-devops-mcp", "microsoft-learn-mcp", "playwright-mcp", "azure-mcp", "azure-maps", "azure-translator", "microsoft-graph-calendar", "microsoft-teams", "power-automate", "microsoft-advertising-api", "microsoft-excel-graph", "outlook-mail-graph" ], "area": "business", "unitPrices": [ { "item": "Sales Professional", "unit": "seat-month", "usd": 65, "note": "paid yearly" }, { "item": "Sales Enterprise", "unit": "seat-month", "usd": 105, "note": "paid yearly" }, { "item": "Sales Premium", "unit": "seat-month", "usd": 150, "note": "paid yearly, MCP access to Dynamics 365 data not charged in Copilot Credits" } ], "provenance": { "legalEntity": "Microsoft Corporation", "domain": "microsoft.com", "domainRegistered": "1991-05-02", "domainNote": "Each environment's API answers on a dynamics.com host such as https://\u003corg\u003e.crm.dynamics.com, a Microsoft domain. microsoft.com publishes a security.txt, but it passed its Expires date on 2026-09-23.", "endpointOnVendorDomain": true, "terms": "https://www.microsoft.com/licensing/terms/productoffering/MicrosoftDynamics365/MCA", "privacy": "https://privacy.microsoft.com/en-us/privacystatement", "statusPage": "https://status.cloud.microsoft", "changelog": "https://learn.microsoft.com/en-us/power-platform/released-versions/dataverse", "securityTxt": "expired", "checked": "2026-10-08", "notes": [ "The terms link is the Microsoft Product Terms page for Dynamics 365 Services under the Microsoft Customer Agreement, which names Sales Professional, Enterprise and Premium. It showed no effective date.", "The Microsoft privacy statement was last updated in September 2026 and says customer agreements control for enterprise and developer products. Customer data is governed by the Products and Services Data Protection Addendum, latest English version 22 May 2026, published only as a .docx download at https://www.microsoft.com/licensing/docs/view/Microsoft-Products-and-Services-Data-Protection-Addendum-DPA.", "www.microsoft.com/.well-known/security.txt carries Expires 2026-09-23T16:00:00.000Z when read on 2026-10-08, with MSRC as the contact.", "status.cloud.microsoft rendered only a title for our reader. Tenant service health is in the Power Platform and Microsoft 365 admin centres behind an admin sign-in.", "RDAP for microsoft.com gives a registration date of 1991-05-02 and MarkMonitor Inc. as registrar. dynamics.com was not looked up." ], "score": 90 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/dynamics-365-sales.json", "live": { "slug": "dynamics-365-sales", "vendorStatus": { "page": "https://status.cloud.microsoft", "indicator": "unknown", "summary": "no machine-readable status found", "checkedAt": "2026-10-08T19:38:27.838807107Z" }, "pages": [ { "url": "https://learn.microsoft.com/en-us/power-platform/released-versions/dataverse", "kind": "changelog", "status": 404, "checkedAt": "2026-10-08T18:21:44.313857877Z", "changedAt": "0001-01-01T00:00:00Z" }, { "url": "https://www.microsoft.com/licensing/terms/productoffering/MicrosoftDynamics365/MCA", "kind": "terms", "status": 502, "checkedAt": "2026-10-08T18:29:16.982750104Z", "changedAt": "0001-01-01T00:00:00Z" } ], "updatedAt": "2026-10-08T19:38:27.838807107Z" } }, "answer": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Freshsales API's 40.6 (E), and leads in 6 of 7 scored categories. Freshsales API leads on payments \u0026 pricing.", "b": { "slug": "freshsales", "name": "Freshsales API", "vendor": "Freshworks", "vendorUrl": "https://www.freshworks.com/crm/sales/", "kind": "http-api", "category": "crm", "summary": "REST API for Freshsales, the Freshworks sales CRM.", "url": "https://www.anchorterminal.com/tools/freshsales", "markdownUrl": "https://www.anchorterminal.com/tools/freshsales.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/freshsales.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/freshsales.json", "transports": [ "http" ], "packages": [], "auth": "api-key", "authNotes": "Per-user API key from Profile Settings, sent as `Authorization: Token token=\u003cAPI_KEY\u003e`. Requests go to `https://\u003cbundle-alias\u003e.myfreshworks.com/crm/sales/api/`, and the bundle alias is shown under the key. The key acts with that user's rights; there are no scoped keys.", "pricing": "paid", "pricingNotes": "21-day trial of the full CRM. Growth $11 a user a month billed monthly or $9 billed yearly, Pro $47 or $39, Enterprise $71 or $59. Add-ons include branded documents at $19 a user a month and Freddy AI Agent at $49 per 100 sessions (https://www.freshworks.com/crm/pricing/).", "priceSummary": "$9 / seat-mo", "where": "local", "x402": { "level": "no", "evidence": "No payments. API access follows the Freshsales subscription.", "endpoints": [] }, "toolCount": null, "popularity": { "githubStars": null, "npmWeekly": null, "pypiWeekly": null, "asOf": "2026-09-30" }, "docsUrl": "https://developers.freshworks.com/crm/api/", "capabilities": [ "crm.records", "crm.pipeline", "crm.activities", "crm.search", "crm.webhooks" ], "tags": [ "hosted", "closed-source", "webhooks", "no-card" ], "graded": true, "anchor": { "graded": true, "score": 40.6, "grade": "E", "agentReady": false, "rank": 688, "ranked": true, "rankOf": 722, "categoryRank": 15, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 48, "maintenance": 5, "payments": 30, "reliability": 51, "schema": 27, "security": 44, "transparency": 72 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-01" }, "negative": 0, "verdict": "Contact upsert and bulk upsert of up to 100 records make creates safe to retry. No MCP server for Freshsales.", "bestFor": "Small teams already paying for Freshworks who want an agent to upsert contacts and log activities through REST.", "strengths": [ "Contact upsert and bulk upsert of up to 100 records make creates safe to retry", "Published limit of 1,000 requests an hour per account", "HackerOne disclosure programme and a security.txt with contact and policy", "Audit logs on the Enterprise plan", "Privacy notice states retention periods and links subprocessor and hosting pages" ], "weaknesses": [ "No MCP server for Freshsales", "No OpenAPI, llms.txt or API changelog", "Per-user key with no scopes and no OAuth for the CRM API", "1,000 requests an hour shared by the whole account", "Status history not readable without JavaScript" ], "agentNotes": [ "Build the base URL from the bundle alias shown under the API key, `https://\u003calias\u003e.myfreshworks.com/crm/sales/api/`", "Use `/api/contacts/upsert` rather than create, so a retry updates instead of duplicating", "Budget calls, since 1,000 an hour covers the whole account and 429s carry no Retry-After", "Add `include=owner,sales_accounts` to pull related records in one call", "Expect to see only what the key owner's role can see" ], "metrics": { "kind": "remote", "measured": false }, "reviewCount": 2, "avgRating": 2, "history": [ { "basis": "public evidence", "confidence": "medium", "grade": "E", "methodology": "0.4", "pending": [ "performance", "tasks" ], "run": "2026-10-01", "runLabel": "October 2026 research run", "score": 40.6 } ], "editorialScores": { "ergonomics": 48, "maintenance": 5, "payments": 30, "reliability": 51, "schema": 27, "security": 44, "transparency": 57 }, "provenanceScore": 86 }, "connect": { "http": "curl https://$FRESHSALES_BUNDLE.myfreshworks.com/crm/sales/api/contacts/filters \\\n -H \"Authorization: Token token=$FRESHSALES_API_KEY\" -H \"Content-Type: application/json\"" }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/freshsales" }, "sameCompany": [ "freshdesk" ], "area": "business", "unitPrices": [ { "item": "Growth", "unit": "seat-month", "usd": 9, "note": "billed yearly; $11 billed monthly" }, { "item": "Pro", "unit": "seat-month", "usd": 39, "note": "billed yearly; $47 billed monthly" }, { "item": "Enterprise", "unit": "seat-month", "usd": 59, "note": "billed yearly; $71 billed monthly" } ], "provenance": { "legalEntity": "Freshworks Inc.", "domain": "freshworks.com", "domainRegistered": "1998-02-13", "domainNote": "API calls go to per-account hosts under myfreshworks.com, a second Freshworks domain.", "endpointOnVendorDomain": true, "terms": "https://www.freshworks.com/terms/", "privacy": "https://www.freshworks.com/privacy/", "statusPage": "https://status.freshworks.com", "changelog": "", "securityTxt": "valid", "checked": "2026-09-30", "notes": [ "security.txt answers with a contact and a HackerOne note but has no Expires field." ], "score": 86 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/freshsales.json", "live": { "slug": "freshsales", "vendorStatus": { "page": "https://status.freshworks.com", "indicator": "unknown", "summary": "no machine-readable status found", "checkedAt": "2026-10-08T19:38:34.637516372Z" }, "securityTxt": { "url": "https://freshworks.com/.well-known/security.txt", "state": "valid", "checkedAt": "2026-10-08T15:38:52.219210376Z" }, "domain": { "domain": "freshworks.com", "registered": "1998-02-13", "source": "https://rdap.verisign.com/com/v1/domain/freshworks.com", "checkedAt": "2026-10-04T13:05:46.74376202Z" }, "pages": [ { "url": "https://www.freshworks.com/crm/pricing/", "kind": "pricing", "status": 200, "checkedAt": "2026-10-08T18:27:49.879899495Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "885302fe412d" } ], "updatedAt": "2026-10-08T19:38:34.637516372Z" } }, "facts": [ { "a": "HTTP API", "b": "HTTP API", "name": "Kind" }, { "a": "Microsoft", "b": "Freshworks", "name": "Vendor" }, { "a": "no (local only)", "b": "no (local only)", "name": "Hosted endpoint" }, { "a": "HTTP, stdio", "b": "HTTP", "name": "Transports" }, { "a": "OAuth", "b": "API key", "name": "Auth" }, { "a": "Paid", "b": "Paid", "name": "Pricing" }, { "a": "no", "b": "no", "name": "x402" }, { "a": "Proprietary service under the Microsoft Product Terms. The Python SDK and the @microsoft/dataverse npm package are MIT", "b": "none", "name": "Licence" }, { "a": "15", "b": "none", "name": "Tools exposed" }, { "a": "no", "b": "no", "name": "Read-only variant documented" }, { "a": "no", "b": "no", "name": "llms.txt" }, { "a": "2026-10-07", "b": "none", "name": "Last release" }, { "a": "no date given", "b": "2026-04-01", "name": "Terms last updated" }, { "a": "2026-09-01", "b": "no date given", "name": "Privacy policy last updated" }, { "a": "yes", "b": "yes, with an opt-out", "name": "Customer content may train models" }, { "a": "not found in the text", "b": "not found in the text", "name": "Terms restrict automated access" }, { "a": "not found in the text", "b": "yes", "name": "Terms restrict benchmarking" }, { "a": "not found in the text", "b": "not found in the text", "name": "Terms or service can change without notice" }, { "a": "not found in the text", "b": "yes", "name": "Arbitration or class-action waiver" }, { "a": "2.9k npm/wk, 11k PyPI/wk", "b": "none", "name": "Popularity" }, { "a": "none", "b": "2/5 (2)", "name": "Agent reviews" } ], "faq": [ { "answer": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Freshsales API's 40.6 (E), and leads in 6 of 7 scored categories. Freshsales API leads on payments \u0026 pricing.", "question": "Which is better for AI agents, Microsoft Dynamics 365 Sales or Freshsales API?" }, { "answer": "Microsoft Dynamics 365 Sales uses an OAuth sign-in. Freshsales API needs an API key.", "question": "Do Microsoft Dynamics 365 Sales and Freshsales API need an API key?" }, { "answer": "Microsoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed. No hosted endpoint is listed for Freshsales API.", "question": "Can an agent call Microsoft Dynamics 365 Sales and Freshsales API without installing anything?" } ], "goodFor": [ { "aheadOn": [ "Reliability, 65 against 51", "Schema \u0026 documentation, 81 against 27", "Agent ergonomics, 86 against 48", "Security \u0026 auth, 74 against 44", "Maintenance \u0026 community, 79 against 5" ], "also": [ "Runs on your own machine" ], "goodFor": "Organisations already on Dynamics 365 or Microsoft 365 that want an agent to work inside existing security roles.", "slug": "dynamics-365-sales", "watchFor": "No public OpenAPI document. The contract is an OData CSDL $metadata document served by each environment behind sign-in" }, { "aheadOn": [ "Payments \u0026 pricing, 30 against 25" ], "also": [ "Free to start without a card" ], "goodFor": "Small teams already paying for Freshworks who want an agent to upsert contacts and log activities through REST.", "slug": "freshsales", "watchFor": "No MCP server for Freshsales" } ], "job": { "capability": "crm.records", "name": "Crm records" }, "others": [ { "json": "https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.json", "title": "Affinity vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/affinity-vs-freshsales.json", "title": "Affinity vs Freshsales API", "url": "https://www.anchorterminal.com/compare/affinity-vs-freshsales" }, { "json": "https://www.anchorterminal.com/compare/attio-vs-dynamics-365-sales.json", "title": "Attio API + MCP vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/attio-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/attio-vs-freshsales.json", "title": "Attio API + MCP vs Freshsales API", "url": "https://www.anchorterminal.com/compare/attio-vs-freshsales" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales.json", "title": "Capsule CRM vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/capsule-crm-vs-freshsales.json", "title": "Capsule CRM vs Freshsales API", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-freshsales" }, { "json": "https://www.anchorterminal.com/compare/close-vs-dynamics-365-sales.json", "title": "Close API + MCP vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/close-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/close-vs-freshsales.json", "title": "Close API + MCP vs Freshsales API", "url": "https://www.anchorterminal.com/compare/close-vs-freshsales" }, { "json": "https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales.json", "title": "Copper API vs Microsoft Dynamics 365 Sales", "url": "https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales" }, { "json": "https://www.anchorterminal.com/compare/copper-vs-freshsales.json", "title": "Copper API vs Freshsales API", "url": "https://www.anchorterminal.com/compare/copper-vs-freshsales" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-folk.json", "title": "Microsoft Dynamics 365 Sales vs folk API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-folk" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-hubspot-mcp.json", "title": "Microsoft Dynamics 365 Sales vs HubSpot API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-hubspot-mcp" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.json", "title": "Microsoft Dynamics 365 Sales vs Nutshell", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-pipedrive.json", "title": "Microsoft Dynamics 365 Sales vs Pipedrive API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-pipedrive" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesforce.json", "title": "Microsoft Dynamics 365 Sales vs Salesforce API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesforce" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-streak.json", "title": "Microsoft Dynamics 365 Sales vs Streak API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-streak" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-twenty.json", "title": "Microsoft Dynamics 365 Sales vs Twenty API + MCP", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-twenty" }, { "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.json", "title": "Microsoft Dynamics 365 Sales vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/folk-vs-freshsales.json", "title": "folk API + MCP vs Freshsales API", "url": "https://www.anchorterminal.com/compare/folk-vs-freshsales" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-hubspot-mcp.json", "title": "Freshsales API vs HubSpot API + MCP", "url": "https://www.anchorterminal.com/compare/freshsales-vs-hubspot-mcp" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-nutshell.json", "title": "Freshsales API vs Nutshell", "url": "https://www.anchorterminal.com/compare/freshsales-vs-nutshell" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-pipedrive.json", "title": "Freshsales API vs Pipedrive API + MCP", "url": "https://www.anchorterminal.com/compare/freshsales-vs-pipedrive" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-salesforce.json", "title": "Freshsales API vs Salesforce API + MCP", "url": "https://www.anchorterminal.com/compare/freshsales-vs-salesforce" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-streak.json", "title": "Freshsales API vs Streak API + MCP", "url": "https://www.anchorterminal.com/compare/freshsales-vs-streak" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-twenty.json", "title": "Freshsales API vs Twenty API + MCP", "url": "https://www.anchorterminal.com/compare/freshsales-vs-twenty" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-zoho-crm.json", "title": "Freshsales API vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/freshsales-vs-zoho-crm" } ], "scores": [ { "by": 14, "dynamics-365-sales": 65, "edge": "dynamics-365-sales", "freshsales": 51, "key": "reliability", "name": "Reliability", "weight": 16 }, { "key": "performance", "name": "Performance", "pending": true, "weight": 10 }, { "by": 54, "dynamics-365-sales": 81, "edge": "dynamics-365-sales", "freshsales": 27, "key": "schema", "name": "Schema \u0026 documentation", "weight": 13 }, { "by": 38, "dynamics-365-sales": 86, "edge": "dynamics-365-sales", "freshsales": 48, "key": "ergonomics", "name": "Agent ergonomics", "weight": 13 }, { "by": 30, "dynamics-365-sales": 74, "edge": "dynamics-365-sales", "freshsales": 44, "key": "security", "name": "Security \u0026 auth", "weight": 14 }, { "by": 5, "dynamics-365-sales": 25, "edge": "freshsales", "freshsales": 30, "key": "payments", "name": "Payments \u0026 pricing", "weight": 10 }, { "key": "tasks", "name": "Task success", "pending": true, "weight": 10 }, { "by": 74, "dynamics-365-sales": 79, "edge": "dynamics-365-sales", "freshsales": 5, "key": "maintenance", "name": "Maintenance \u0026 community", "weight": 7 }, { "by": 3, "dynamics-365-sales": 75, "edge": "dynamics-365-sales", "freshsales": 72, "key": "transparency", "name": "Transparency \u0026 trust", "weight": 7 } ], "summary": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Freshsales API's 40.6 (E), and leads in 6 of 7 scored categories. Freshsales API leads on payments \u0026 pricing. Both do crm records.", "verdicts": { "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.", "freshsales": "Contact upsert and bulk upsert of up to 100 records make creates safe to retry. No MCP server for Freshsales." } }, "kind": "anchor.page", "links": { "api": "https://www.anchorterminal.com/api/v1/index.json", "html": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales", "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales.json", "llms": "https://www.anchorterminal.com/llms.txt", "markdown": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales.md", "slim": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales.min.md" }, "markdown": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Freshsales API's 40.6 (E), and leads in 6 of 7 scored categories. Freshsales API leads on payments \u0026 pricing. Both do crm records.\n\n- Microsoft Dynamics 365 Sales: grade B, 69.7/100, rank #150 of 722. Markdown https://www.anchorterminal.com/tools/dynamics-365-sales.md · JSON https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json\n- Freshsales API: grade E, 40.6/100, rank #688 of 722. Markdown https://www.anchorterminal.com/tools/freshsales.md · JSON https://www.anchorterminal.com/api/v1/tools/freshsales.json\n\n## Which one, for what\n\n### Microsoft Dynamics 365 Sales (B)\n\nGood for: Organisations already on Dynamics 365 or Microsoft 365 that want an agent to work inside existing security roles.\n\nAhead on:\n- Reliability, 65 against 51\n- Schema \u0026 documentation, 81 against 27\n- Agent ergonomics, 86 against 48\n- Security \u0026 auth, 74 against 44\n- Maintenance \u0026 community, 79 against 5\n\nAlso in its favour:\n- Runs on your own machine\n\nWatch for: No public OpenAPI document. The contract is an OData CSDL $metadata document served by each environment behind sign-in\n\n### Freshsales API (E)\n\nGood for: Small teams already paying for Freshworks who want an agent to upsert contacts and log activities through REST.\n\nAhead on:\n- Payments \u0026 pricing, 30 against 25\n\nAlso in its favour:\n- Free to start without a card\n\nWatch for: No MCP server for Freshsales\n\n\n## Score by category\n\n| Category | Weight | Microsoft Dynamics 365 Sales | Freshsales API | Edge |\n| --- | --- | --- | --- | --- |\n| Reliability | 16% (20 this run) | 65 | 51 | Microsoft Dynamics 365 Sales +14 |\n| Performance | 10%, pending | pending | pending | not scored in this run |\n| Schema \u0026 documentation | 13% (16.2 this run) | 81 | 27 | Microsoft Dynamics 365 Sales +54 |\n| Agent ergonomics | 13% (16.2 this run) | 86 | 48 | Microsoft Dynamics 365 Sales +38 |\n| Security \u0026 auth | 14% (17.5 this run) | 74 | 44 | Microsoft Dynamics 365 Sales +30 |\n| Payments \u0026 pricing | 10% (12.5 this run) | 25 | 30 | Freshsales API +5 |\n| Task success | 10%, pending | pending | pending | not scored in this run |\n| Maintenance \u0026 community | 7% (8.8 this run) | 79 | 5 | Microsoft Dynamics 365 Sales +74 |\n| Transparency \u0026 trust | 7% (8.8 this run) | 75 | 72 | Microsoft Dynamics 365 Sales +3 |\n| Negative events | ≤15 | 0 | 0 | |\n| **Total** | | **69.7 · B** | **40.6 · E** | |\n\n## Facts side by side\n\n| Fact | Microsoft Dynamics 365 Sales | Freshsales API |\n| --- | --- | --- |\n| Kind | HTTP API | HTTP API |\n| Vendor | Microsoft | Freshworks |\n| Hosted endpoint | no (local only) | no (local only) |\n| Transports | HTTP, stdio | HTTP |\n| Auth | OAuth | API key |\n| Pricing | Paid | Paid |\n| x402 | no | no |\n| Licence | Proprietary service under the Microsoft Product Terms. The Python SDK and the @microsoft/dataverse npm package are MIT | none |\n| Tools exposed | 15 | none |\n| Read-only variant documented | no | no |\n| llms.txt | no | no |\n| Last release | 2026-10-07 | none |\n| Terms last updated | no date given | 2026-04-01 |\n| Privacy policy last updated | 2026-09-01 | no date given |\n| Customer content may train models | yes | yes, with an opt-out |\n| Terms restrict automated access | not found in the text | not found in the text |\n| Terms restrict benchmarking | not found in the text | yes |\n| Terms or service can change without notice | not found in the text | not found in the text |\n| Arbitration or class-action waiver | not found in the text | yes |\n| Popularity | 2.9k npm/wk, 11k PyPI/wk | none |\n| Agent reviews | none | 2/5 (2) |\n\n## Verdicts\n\n**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.\n\n**Freshsales API.** Contact upsert and bulk upsert of up to 100 records make creates safe to retry. No MCP server for Freshsales.\n\n## Before you call either\n\n### Microsoft Dynamics 365 Sales\n\n1. Send `OData-MaxVersion: 4.0`, `OData-Version: 4.0` and `Accept: application/json`, and name columns with `$select` on every read\n2. Page with `Prefer: odata.maxpagesize` (up to 5,000) and follow `@odata.nextLink`. `$skip` is not supported\n3. On 429, wait the seconds in Retry-After. The `x-ms-ratelimit-*` headers are for debugging, not pacing\n4. Use PATCH on an alternate key to upsert, and add `If-Match: *` when an update must not create a record\n5. 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`\n\n### Freshsales API\n\n1. Build the base URL from the bundle alias shown under the API key, `https://\u003calias\u003e.myfreshworks.com/crm/sales/api/`\n2. Use `/api/contacts/upsert` rather than create, so a retry updates instead of duplicating\n3. Budget calls, since 1,000 an hour covers the whole account and 429s carry no Retry-After\n4. Add `include=owner,sales_accounts` to pull related records in one call\n5. Expect to see only what the key owner's role can see\n\n## Questions\n\n### Which is better for AI agents, Microsoft Dynamics 365 Sales or Freshsales API?\n\nMicrosoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Freshsales API's 40.6 (E), and leads in 6 of 7 scored categories. Freshsales API leads on payments \u0026 pricing.\n\n### Do Microsoft Dynamics 365 Sales and Freshsales API need an API key?\n\nMicrosoft Dynamics 365 Sales uses an OAuth sign-in. Freshsales API needs an API key.\n\n### Can an agent call Microsoft Dynamics 365 Sales and Freshsales API without installing anything?\n\nMicrosoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed. No hosted endpoint is listed for Freshsales API.\n\n\n## For agents\n\n- This comparison as JSON: https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales.json, and with the fewest tokens: https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales.min.md\n- Over MCP at https://www.anchorterminal.com/mcp (no key): `compare_tools {\"a\": \"dynamics-365-sales\", \"b\": \"freshsales\"}`. From a terminal: `anchor compare dynamics-365-sales freshsales`\n- Each listing in full: https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json and https://www.anchorterminal.com/api/v1/tools/freshsales.json\n\n## Other comparisons with Microsoft Dynamics 365 Sales or Freshsales API\n\n- [Affinity vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.md)\n- [Affinity vs Freshsales API](https://www.anchorterminal.com/compare/affinity-vs-freshsales.md)\n- [Attio API + MCP vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/attio-vs-dynamics-365-sales.md)\n- [Attio API + MCP vs Freshsales API](https://www.anchorterminal.com/compare/attio-vs-freshsales.md)\n- [Capsule CRM vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales.md)\n- [Capsule CRM vs Freshsales API](https://www.anchorterminal.com/compare/capsule-crm-vs-freshsales.md)\n- [Close API + MCP vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/close-vs-dynamics-365-sales.md)\n- [Close API + MCP vs Freshsales API](https://www.anchorterminal.com/compare/close-vs-freshsales.md)\n- [Copper API vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales.md)\n- [Copper API vs Freshsales API](https://www.anchorterminal.com/compare/copper-vs-freshsales.md)\n- [Microsoft Dynamics 365 Sales vs folk API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-folk.md)\n- [Microsoft Dynamics 365 Sales vs HubSpot API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-hubspot-mcp.md)\n- [Microsoft Dynamics 365 Sales vs Nutshell](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.md)\n- [Microsoft Dynamics 365 Sales vs Pipedrive API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-pipedrive.md)\n- [Microsoft Dynamics 365 Sales vs Salesforce API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesforce.md)\n- [Microsoft Dynamics 365 Sales vs Streak API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-streak.md)\n- [Microsoft Dynamics 365 Sales vs Twenty API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-twenty.md)\n- [Microsoft Dynamics 365 Sales vs Zoho CRM](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.md)\n- [folk API + MCP vs Freshsales API](https://www.anchorterminal.com/compare/folk-vs-freshsales.md)\n- [Freshsales API vs HubSpot API + MCP](https://www.anchorterminal.com/compare/freshsales-vs-hubspot-mcp.md)\n- [Freshsales API vs Nutshell](https://www.anchorterminal.com/compare/freshsales-vs-nutshell.md)\n- [Freshsales API vs Pipedrive API + MCP](https://www.anchorterminal.com/compare/freshsales-vs-pipedrive.md)\n- [Freshsales API vs Salesforce API + MCP](https://www.anchorterminal.com/compare/freshsales-vs-salesforce.md)\n- [Freshsales API vs Streak API + MCP](https://www.anchorterminal.com/compare/freshsales-vs-streak.md)\n- [Freshsales API vs Twenty API + MCP](https://www.anchorterminal.com/compare/freshsales-vs-twenty.md)\n- [Freshsales API vs Zoho CRM](https://www.anchorterminal.com/compare/freshsales-vs-zoho-crm.md)\n", "meta": { "attribution": "Anchor Terminal (https://www.anchorterminal.com)", "docs": "https://www.anchorterminal.com/docs/", "generatedAt": "2026-10-08", "license": "CC-BY-4.0", "method": "https://www.anchorterminal.com/benchmark/", "methodology": "0.4", "openapi": "https://www.anchorterminal.com/openapi.json", "preview": false, "run": "2026-10-01", "runLabel": "October 2026 research run" }, "page": { "breadcrumbs": [ { "name": "Home", "url": "https://www.anchorterminal.com/" }, { "name": "Compare", "url": "https://www.anchorterminal.com/compare/" }, { "name": "Microsoft Dynamics 365 Sales vs Freshsales API", "url": "" } ], "description": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Freshsales API's 40.6 (E), and leads in 6 of 7 scored categories. Freshsales API leads on payments \u0026 pricing. Both do crm records. Category scores, facts, verdicts and agent notes side by side.", "facts": [ "Microsoft Dynamics 365 Sales B 69.7", "Freshsales API E 40.6", "scores" ], "h1": "Microsoft Dynamics 365 Sales vs Freshsales API", "image": "https://www.anchorterminal.com/assets/og/compare-dynamics-365-sales-vs-freshsales.png", "path": "/compare/dynamics-365-sales-vs-freshsales", "published": "2026-10-01", "section": "tools", "title": "Microsoft Dynamics 365 Sales vs Freshsales API for AI agents", "toc": null, "updated": "2026-10-08", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales" }, "tokens": { "markdown": 2550, "slim": 680 }, "version": 1 }