{ "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 Nutshell's 49.6 (D), and leads in 6 of 7 scored categories. Nutshell leads on payments \u0026 pricing.", "b": { "slug": "nutshell", "name": "Nutshell", "vendor": "Nutshell, Inc.", "vendorUrl": "https://www.nutshell.com", "kind": "http-api", "category": "crm", "summary": "Nutshell is a sales CRM for small teams, with email marketing and quoting built in. Agents reach it through a REST API at `app.nutshell.com/rest`, a legacy JSON-RPC API, webhooks and a hosted read-only MCP server.", "url": "https://www.anchorterminal.com/tools/nutshell", "markdownUrl": "https://www.anchorterminal.com/tools/nutshell.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/nutshell.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/nutshell.json", "license": "Proprietary service under Nutshell's Terms of Service", "transports": [ "http" ], "remoteUrl": "https://app.nutshell.com/rest", "packages": [], "auth": "mixed", "authNotes": "REST and JSON-RPC use HTTP Basic over HTTPS, with a Nutshell user's email as the username and an API key as the password. An admin creates keys under Setup, API keys, and chooses a permission type, one of which allows impersonating any user. Keys have no scopes. The MCP server at `https://app.nutshell.com/mcp` uses OAuth authorisation code with PKCE (S256), dynamic client registration at `/oauth/register`, a revocation endpoint and two scopes, `read` and `write`. Access is self-serve on every plan and the trial.", "pricing": "paid", "pricingNotes": "No free plan. A 14-day trial needs no card, and the API and MCP server are included on every plan. Five plans a seat a month billed yearly, Foundation $13, Growth $25, Pro $42, Business $59 and Enterprise $79, or $19, $32, $49, $67 and $89 billed monthly. API calls are not billed separately. The docs publish sandbox credentials for a demo account (https://www.nutshell.com/pricing, checked 2026-10-08).", "priceSummary": "$13 / seat-mo", "where": "hosted", "x402": { "level": "no", "evidence": "No x402, MPP or L402 in the developer docs, the OAuth metadata or the pricing page (checked 2026-10-08).", "endpoints": [] }, "toolCount": null, "popularity": { "githubStars": null, "npmWeekly": null, "pypiWeekly": null, "asOf": "2026-10-08" }, "docsUrl": "https://developers.nutshell.com/", "llmsTxt": "https://developers.nutshell.com/llms.txt", "capabilities": [ "crm.records", "crm.pipeline", "crm.activities", "crm.search", "crm.webhooks" ], "tags": [ "hosted", "closed-source", "mcp", "oauth", "llms-txt", "webhooks", "no-card", "status-page", "soc2" ], "lastRelease": "2026-08-21", "graded": true, "anchor": { "graded": true, "score": 49.6, "grade": "D", "agentReady": false, "rank": 607, "ranked": true, "rankOf": 722, "categoryRank": 12, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 44, "maintenance": 46, "payments": 35, "reliability": 42, "schema": 57, "security": 58, "transparency": 71 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-08" }, "negative": 0, "verdict": "The REST reference is served as Markdown with an OpenAPI fragment per operation, and the hosted MCP server uses OAuth with PKCE and can only read. No rate limit numbers, error format or API changelog were found in the reviewed documentation, and API keys carry no scopes.", "bestFor": "Small sales teams already on Nutshell who want an agent to read pipeline data over MCP or write records over REST at a low seat price.", "strengths": [ "API access and the MCP server are included on every plan, from Foundation at $13 a seat a month billed yearly", "`developers.nutshell.com/llms.txt` indexes 114 REST operations, each served as Markdown with its OpenAPI 3.0 definition", "Hosted MCP server at `https://app.nutshell.com/mcp` with OAuth, PKCE, dynamic client registration, a revocation endpoint and read-only tools", "Terms and privacy policy of 2 June 2026 both state that customer data is not used to train generalised AI models", "14-day trial with no card, and the docs publish sandbox credentials for a demo account" ], "weaknesses": [ "No rate limit numbers, 429 handling or Retry-After found for the REST API", "Error responses are documented on 9 of 114 operations, with no error body schema, and an unauthenticated REST call returns an HTML page", "API keys have no scopes or read-only type, and the key travels as an HTTP Basic password with a user's email", "No dated API changelog, no official SDK for REST and whole-spec OpenAPI download is disabled", "A database fault on 28 September 2026 left the application unavailable for some customers, marked major on the status page" ], "agentNotes": [ "Authenticate REST calls with HTTP Basic, a Nutshell user's email as username and the API key as password, against `https://app.nutshell.com/rest`", "Use IDs in the `\u003cnumber\u003e-\u003ctype\u003e` form, such as `3-accounts`, and send updates as JSON Patch with `content-type: application/json-patch+json`", "Page lists with `page[limit]` and `page[page]`, which is 0-based, and call `/accounts/list/fields` or the lead and contact equivalents for valid filter keys", "Use the REST API for writes. The MCP server only reads, and OAuth tokens need the `read` scope", "Filter webhook events yourself, because every webhook receives all events and subscriptions are created in Setup, not through the API" ], "metrics": { "kind": "remote", "measured": false }, "reviewCount": 0, "avgRating": 0, "history": [ { "basis": "public evidence", "confidence": "medium", "grade": "D", "methodology": "0.4", "pending": [ "performance", "tasks" ], "run": "2026-10-01", "runLabel": "October 2026 research run", "score": 49.6 } ], "editorialScores": { "ergonomics": 44, "maintenance": 46, "payments": 35, "reliability": 42, "schema": 57, "security": 58, "transparency": 56 }, "provenanceScore": 86 }, "connect": { "http": "curl -u \"$NUTSHELL_USER_EMAIL:$NUTSHELL_API_KEY\" \\\n --url https://app.nutshell.com/rest/accounts \\\n --header 'accept: */*'" }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/nutshell" }, "area": "business", "unitPrices": [ { "item": "Foundation (API and MCP included, 100 open leads)", "unit": "seat-month", "usd": 13, "note": "billed yearly; $19 billed monthly" }, { "item": "Growth", "unit": "seat-month", "usd": 25, "note": "billed yearly; $32 billed monthly" }, { "item": "Pro", "unit": "seat-month", "usd": 42, "note": "billed yearly; $49 billed monthly" }, { "item": "Business (first plan with the audit log)", "unit": "seat-month", "usd": 59, "note": "billed yearly; $67 billed monthly" }, { "item": "Enterprise (SSO and SQL access)", "unit": "seat-month", "usd": 79, "note": "billed yearly; $89 billed monthly" } ], "provenance": { "legalEntity": "Nutshell, Inc.", "domain": "nutshell.com", "domainRegistered": "1995-05-02", "endpointOnVendorDomain": true, "terms": "https://www.nutshell.com/legal/terms", "privacy": "https://www.nutshell.com/legal/privacy", "statusPage": "https://status.nutshell.com", "changelog": "https://www.nutshell.com/product-updates", "securityTxt": "none", "checked": "2026-10-08", "notes": [ "The Terms of Service (last updated 2 June 2026) name Nutshell, Inc., 1705 North Front Street, Harrisburg, PA 17102, cover the applications and APIs, and are governed by Pennsylvania law. The site footer says Nutshell is brought to you by WebFX.", "The REST API, the JSON-RPC API and the MCP server all answer at app.nutshell.com.", "www.nutshell.com/.well-known/security.txt returns 404. The security page asks for reports at security@nutshell.com and says there is no bug bounty.", "The product updates page lists launches without dates and is not an API changelog. No dated API changelog was found.", "The subprocessor list is at trust.nutshell.com/subprocessors, a page drawn by script that we could not read.", "RDAP for nutshell.com gives a registration date of 1995-05-02." ], "score": 86 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/nutshell.json", "live": { "slug": "nutshell", "probe": { "target": "https://app.nutshell.com/rest", "method": "get", "lastAt": "2026-10-08T21:53:28.905632224Z", "lastOk": true, "lastStatus": 404, "lastMs": 265, "authRequired": false, "uptime24h": 100, "uptime30d": 100, "p50ms24h": 269, "p95ms24h": 314, "samples24h": 28, "samples30d": 28, "days": [ { "date": "2026-10-08", "probes": 28, "ok": 28 } ] }, "vendorStatus": { "page": "https://status.nutshell.com", "indicator": "none", "summary": "All Systems Operational", "checkedAt": "2026-10-08T21:58:02.675842274Z" }, "updatedAt": "2026-10-08T21:58:02.675842274Z" } }, "facts": [ { "a": "HTTP API", "b": "HTTP API", "name": "Kind" }, { "a": "Microsoft", "b": "Nutshell, Inc.", "name": "Vendor" }, { "a": "no (local only)", "b": "https://app.nutshell.com/rest", "name": "Hosted endpoint" }, { "a": "HTTP, stdio", "b": "HTTP", "name": "Transports" }, { "a": "OAuth", "b": "OAuth or 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": "Proprietary service under Nutshell's Terms of Service", "name": "Licence" }, { "a": "15", "b": "none", "name": "Tools exposed" }, { "a": "no", "b": "yes", "name": "Read-only variant documented" }, { "a": "no", "b": "yes", "name": "llms.txt" }, { "a": "2026-10-07", "b": "2026-08-21", "name": "Last release" }, { "a": "no date given", "b": "2026-06-02", "name": "Terms last updated" }, { "a": "2026-09-01", "b": "2026-06-02", "name": "Privacy policy last updated" }, { "a": "yes", "b": "not found in the text", "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": "yes", "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" } ], "faq": [ { "answer": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Nutshell's 49.6 (D), and leads in 6 of 7 scored categories. Nutshell leads on payments \u0026 pricing.", "question": "Which is better for AI agents, Microsoft Dynamics 365 Sales or Nutshell?" }, { "answer": "Microsoft Dynamics 365 Sales uses an OAuth sign-in. Nutshell takes an API key or an OAuth sign-in.", "question": "Do Microsoft Dynamics 365 Sales and Nutshell need an API key?" }, { "answer": "Microsoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed. Nutshell has a hosted endpoint at https://app.nutshell.com/rest.", "question": "Can an agent call Microsoft Dynamics 365 Sales and Nutshell without installing anything?" } ], "goodFor": [ { "aheadOn": [ "Reliability, 65 against 42", "Schema \u0026 documentation, 81 against 57", "Agent ergonomics, 86 against 44", "Security \u0026 auth, 74 against 58", "Maintenance \u0026 community, 79 against 46" ], "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, 35 against 25" ], "also": [ "A hosted endpoint, with nothing to install", "Free to start without a card" ], "goodFor": "Small sales teams already on Nutshell who want an agent to read pipeline data over MCP or write records over REST at a low seat price.", "slug": "nutshell", "watchFor": "No rate limit numbers, 429 handling or Retry-After found for the REST API" } ], "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-nutshell.json", "title": "Affinity vs Nutshell", "url": "https://www.anchorterminal.com/compare/affinity-vs-nutshell" }, { "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-nutshell.json", "title": "Attio API + MCP vs Nutshell", "url": "https://www.anchorterminal.com/compare/attio-vs-nutshell" }, { "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-nutshell.json", "title": "Capsule CRM vs Nutshell", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-nutshell" }, { "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-nutshell.json", "title": "Close API + MCP vs Nutshell", "url": "https://www.anchorterminal.com/compare/close-vs-nutshell" }, { "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-nutshell.json", "title": "Copper API vs Nutshell", "url": "https://www.anchorterminal.com/compare/copper-vs-nutshell" }, { "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-freshsales.json", "title": "Microsoft Dynamics 365 Sales vs Freshsales API", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales" }, { "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-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-nutshell.json", "title": "folk API + MCP vs Nutshell", "url": "https://www.anchorterminal.com/compare/folk-vs-nutshell" }, { "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/hubspot-mcp-vs-nutshell.json", "title": "HubSpot API + MCP vs Nutshell", "url": "https://www.anchorterminal.com/compare/hubspot-mcp-vs-nutshell" }, { "json": "https://www.anchorterminal.com/compare/nutshell-vs-pipedrive.json", "title": "Nutshell vs Pipedrive API + MCP", "url": "https://www.anchorterminal.com/compare/nutshell-vs-pipedrive" }, { "json": "https://www.anchorterminal.com/compare/nutshell-vs-salesforce.json", "title": "Nutshell vs Salesforce API + MCP", "url": "https://www.anchorterminal.com/compare/nutshell-vs-salesforce" }, { "json": "https://www.anchorterminal.com/compare/nutshell-vs-streak.json", "title": "Nutshell vs Streak API + MCP", "url": "https://www.anchorterminal.com/compare/nutshell-vs-streak" }, { "json": "https://www.anchorterminal.com/compare/nutshell-vs-twenty.json", "title": "Nutshell vs Twenty API + MCP", "url": "https://www.anchorterminal.com/compare/nutshell-vs-twenty" }, { "json": "https://www.anchorterminal.com/compare/nutshell-vs-zoho-crm.json", "title": "Nutshell vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/nutshell-vs-zoho-crm" } ], "scores": [ { "by": 23, "dynamics-365-sales": 65, "edge": "dynamics-365-sales", "key": "reliability", "name": "Reliability", "nutshell": 42, "weight": 16 }, { "key": "performance", "name": "Performance", "pending": true, "weight": 10 }, { "by": 24, "dynamics-365-sales": 81, "edge": "dynamics-365-sales", "key": "schema", "name": "Schema \u0026 documentation", "nutshell": 57, "weight": 13 }, { "by": 42, "dynamics-365-sales": 86, "edge": "dynamics-365-sales", "key": "ergonomics", "name": "Agent ergonomics", "nutshell": 44, "weight": 13 }, { "by": 16, "dynamics-365-sales": 74, "edge": "dynamics-365-sales", "key": "security", "name": "Security \u0026 auth", "nutshell": 58, "weight": 14 }, { "by": 10, "dynamics-365-sales": 25, "edge": "nutshell", "key": "payments", "name": "Payments \u0026 pricing", "nutshell": 35, "weight": 10 }, { "key": "tasks", "name": "Task success", "pending": true, "weight": 10 }, { "by": 33, "dynamics-365-sales": 79, "edge": "dynamics-365-sales", "key": "maintenance", "name": "Maintenance \u0026 community", "nutshell": 46, "weight": 7 }, { "by": 4, "dynamics-365-sales": 75, "edge": "dynamics-365-sales", "key": "transparency", "name": "Transparency \u0026 trust", "nutshell": 71, "weight": 7 } ], "summary": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Nutshell's 49.6 (D), and leads in 6 of 7 scored categories. Nutshell 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.", "nutshell": "The REST reference is served as Markdown with an OpenAPI fragment per operation, and the hosted MCP server uses OAuth with PKCE and can only read. No rate limit numbers, error format or API changelog were found in the reviewed documentation, and API keys carry no scopes." } }, "kind": "anchor.page", "links": { "api": "https://www.anchorterminal.com/api/v1/index.json", "html": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell", "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.json", "llms": "https://www.anchorterminal.com/llms.txt", "markdown": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.md", "slim": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.min.md" }, "markdown": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Nutshell's 49.6 (D), and leads in 6 of 7 scored categories. Nutshell 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- Nutshell: grade D, 49.6/100, rank #607 of 722. Markdown https://www.anchorterminal.com/tools/nutshell.md · JSON https://www.anchorterminal.com/api/v1/tools/nutshell.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 42\n- Schema \u0026 documentation, 81 against 57\n- Agent ergonomics, 86 against 44\n- Security \u0026 auth, 74 against 58\n- Maintenance \u0026 community, 79 against 46\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### Nutshell (D)\n\nGood for: Small sales teams already on Nutshell who want an agent to read pipeline data over MCP or write records over REST at a low seat price.\n\nAhead on:\n- Payments \u0026 pricing, 35 against 25\n\nAlso in its favour:\n- A hosted endpoint, with nothing to install\n- Free to start without a card\n\nWatch for: No rate limit numbers, 429 handling or Retry-After found for the REST API\n\n\n## Score by category\n\n| Category | Weight | Microsoft Dynamics 365 Sales | Nutshell | Edge |\n| --- | --- | --- | --- | --- |\n| Reliability | 16% (20 this run) | 65 | 42 | Microsoft Dynamics 365 Sales +23 |\n| Performance | 10%, pending | pending | pending | not scored in this run |\n| Schema \u0026 documentation | 13% (16.2 this run) | 81 | 57 | Microsoft Dynamics 365 Sales +24 |\n| Agent ergonomics | 13% (16.2 this run) | 86 | 44 | Microsoft Dynamics 365 Sales +42 |\n| Security \u0026 auth | 14% (17.5 this run) | 74 | 58 | Microsoft Dynamics 365 Sales +16 |\n| Payments \u0026 pricing | 10% (12.5 this run) | 25 | 35 | Nutshell +10 |\n| Task success | 10%, pending | pending | pending | not scored in this run |\n| Maintenance \u0026 community | 7% (8.8 this run) | 79 | 46 | Microsoft Dynamics 365 Sales +33 |\n| Transparency \u0026 trust | 7% (8.8 this run) | 75 | 71 | Microsoft Dynamics 365 Sales +4 |\n| Negative events | ≤15 | 0 | 0 | |\n| **Total** | | **69.7 · B** | **49.6 · D** | |\n\n## Facts side by side\n\n| Fact | Microsoft Dynamics 365 Sales | Nutshell |\n| --- | --- | --- |\n| Kind | HTTP API | HTTP API |\n| Vendor | Microsoft | Nutshell, Inc. |\n| Hosted endpoint | no (local only) | `https://app.nutshell.com/rest` |\n| Transports | HTTP, stdio | HTTP |\n| Auth | OAuth | OAuth or 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 | Proprietary service under Nutshell's Terms of Service |\n| Tools exposed | 15 | none |\n| Read-only variant documented | no | yes |\n| llms.txt | no | yes |\n| Last release | 2026-10-07 | 2026-08-21 |\n| Terms last updated | no date given | 2026-06-02 |\n| Privacy policy last updated | 2026-09-01 | 2026-06-02 |\n| Customer content may train models | yes | not found in the text |\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 | yes |\n| Arbitration or class-action waiver | not found in the text | yes |\n| Popularity | 2.9k npm/wk, 11k PyPI/wk | none |\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**Nutshell.** The REST reference is served as Markdown with an OpenAPI fragment per operation, and the hosted MCP server uses OAuth with PKCE and can only read. No rate limit numbers, error format or API changelog were found in the reviewed documentation, and API keys carry no scopes.\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### Nutshell\n\n1. Authenticate REST calls with HTTP Basic, a Nutshell user's email as username and the API key as password, against `https://app.nutshell.com/rest`\n2. Use IDs in the `\u003cnumber\u003e-\u003ctype\u003e` form, such as `3-accounts`, and send updates as JSON Patch with `content-type: application/json-patch+json`\n3. Page lists with `page[limit]` and `page[page]`, which is 0-based, and call `/accounts/list/fields` or the lead and contact equivalents for valid filter keys\n4. Use the REST API for writes. The MCP server only reads, and OAuth tokens need the `read` scope\n5. Filter webhook events yourself, because every webhook receives all events and subscriptions are created in Setup, not through the API\n\n## Questions\n\n### Which is better for AI agents, Microsoft Dynamics 365 Sales or Nutshell?\n\nMicrosoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Nutshell's 49.6 (D), and leads in 6 of 7 scored categories. Nutshell leads on payments \u0026 pricing.\n\n### Do Microsoft Dynamics 365 Sales and Nutshell need an API key?\n\nMicrosoft Dynamics 365 Sales uses an OAuth sign-in. Nutshell takes an API key or an OAuth sign-in.\n\n### Can an agent call Microsoft Dynamics 365 Sales and Nutshell without installing anything?\n\nMicrosoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed. Nutshell has a hosted endpoint at https://app.nutshell.com/rest.\n\n\n## For agents\n\n- This comparison as JSON: https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.json, and with the fewest tokens: https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.min.md\n- Over MCP at https://www.anchorterminal.com/mcp (no key): `compare_tools {\"a\": \"dynamics-365-sales\", \"b\": \"nutshell\"}`. From a terminal: `anchor compare dynamics-365-sales nutshell`\n- Each listing in full: https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json and https://www.anchorterminal.com/api/v1/tools/nutshell.json\n\n## Other comparisons with Microsoft Dynamics 365 Sales or Nutshell\n\n- [Affinity vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.md)\n- [Affinity vs Nutshell](https://www.anchorterminal.com/compare/affinity-vs-nutshell.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 Nutshell](https://www.anchorterminal.com/compare/attio-vs-nutshell.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 Nutshell](https://www.anchorterminal.com/compare/capsule-crm-vs-nutshell.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 Nutshell](https://www.anchorterminal.com/compare/close-vs-nutshell.md)\n- [Copper API vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales.md)\n- [Copper API vs Nutshell](https://www.anchorterminal.com/compare/copper-vs-nutshell.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 Freshsales API](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales.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 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 Nutshell](https://www.anchorterminal.com/compare/folk-vs-nutshell.md)\n- [Freshsales API vs Nutshell](https://www.anchorterminal.com/compare/freshsales-vs-nutshell.md)\n- [HubSpot API + MCP vs Nutshell](https://www.anchorterminal.com/compare/hubspot-mcp-vs-nutshell.md)\n- [Nutshell vs Pipedrive API + MCP](https://www.anchorterminal.com/compare/nutshell-vs-pipedrive.md)\n- [Nutshell vs Salesforce API + MCP](https://www.anchorterminal.com/compare/nutshell-vs-salesforce.md)\n- [Nutshell vs Streak API + MCP](https://www.anchorterminal.com/compare/nutshell-vs-streak.md)\n- [Nutshell vs Twenty API + MCP](https://www.anchorterminal.com/compare/nutshell-vs-twenty.md)\n- [Nutshell vs Zoho CRM](https://www.anchorterminal.com/compare/nutshell-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 Nutshell", "url": "" } ], "description": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Nutshell's 49.6 (D), and leads in 6 of 7 scored categories. Nutshell 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", "Nutshell D 49.6", "scores" ], "h1": "Microsoft Dynamics 365 Sales vs Nutshell", "image": "https://www.anchorterminal.com/assets/og/compare-dynamics-365-sales-vs-nutshell.png", "path": "/compare/dynamics-365-sales-vs-nutshell", "published": "2026-10-01", "section": "tools", "title": "Microsoft Dynamics 365 Sales vs Nutshell for AI agents", "toc": null, "updated": "2026-10-08", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell" }, "tokens": { "markdown": 2650, "slim": 730 }, "version": 1 }