{ "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": 165, "ranked": true, "rankOf": 842, "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-document-intelligence", "azure-devops-mcp", "microsoft-learn-mcp", "playwright-mcp", "azure-mcp", "azure-maps", "azure-translator", "microsoft-graph-calendar", "azure-blob-storage", "onedrive-sharepoint", "microsoft-teams", "power-automate", "foundry-local", "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": "2026-10-09T07:57:50.030123707Z" }, "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": "2026-10-09T07:57:50.030123707Z" } }, "answer": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Salesflare's 48.5 (D), and leads in 6 of 7 scored categories. Salesflare leads on payments \u0026 pricing.", "b": { "slug": "salesflare", "name": "Salesflare", "vendor": "Salesflare BVBA", "vendorUrl": "https://salesflare.com", "kind": "http-api", "category": "crm", "summary": "Salesflare is a sales CRM for small B2B teams that fills in contacts, companies and activity from email and calendars. Agents reach it through a REST API at `api.salesflare.com` and a hosted MCP server with OAuth.", "url": "https://www.anchorterminal.com/tools/salesflare", "markdownUrl": "https://www.anchorterminal.com/tools/salesflare.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/salesflare.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/salesflare.json", "license": "Proprietary service under Salesflare's Terms of Service", "transports": [ "http" ], "remoteUrl": "https://api.salesflare.com", "packages": [], "auth": "mixed", "authNotes": "The REST API takes an API key as `Authorization: Bearer \u003ckey\u003e`. A user creates keys in Settings, API keys, including on a trial account. No scopes, expiry or read-only key type are documented. The MCP server at `https://mcp.salesflare.com/mcp` uses OAuth authorisation code with PKCE (S256) and dynamic client registration at `api.salesflare.com/oidc/register`, with `openid` and `offline_access` as the only scopes. Access is self-serve.", "pricing": "paid", "pricingNotes": "No free plan. A 30-day trial needs no card and allows API keys. Three plans a user a month, Growth $29, Pro $49 and Enterprise $99 billed annually, or $39, $64 and $124 billed monthly, with a five-user minimum on Enterprise. API and MCP access carry no separate charge, and no API tier was found on the pricing page (https://salesflare.com/pricing, checked 2026-10-09).", "priceSummary": "$29 / seat-mo", "where": "hosted", "x402": { "level": "no", "evidence": "No x402, MPP or L402 in the API docs, the OpenAPI file, the MCP OAuth metadata or the pricing page (checked 2026-10-09).", "endpoints": [] }, "toolCount": null, "popularity": { "githubStars": null, "npmWeekly": null, "pypiWeekly": null, "asOf": "2026-10-09" }, "docsUrl": "https://api.salesflare.com/docs", "llmsTxt": "https://salesflare.com/llms.txt", "openapi": "https://api.salesflare.com/openapi.json", "capabilities": [ "crm.records", "crm.pipeline", "crm.activities", "crm.search" ], "tags": [ "hosted", "closed-source", "openapi", "llms-txt", "mcp", "oauth", "api-key", "no-card", "status-page", "eu-hosted" ], "lastRelease": "2026-10-08", "graded": true, "anchor": { "graded": true, "score": 48.5, "grade": "D", "agentReady": false, "rank": 721, "ranked": true, "rankOf": 842, "categoryRank": 13, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 49, "maintenance": 25, "payments": 30, "reliability": 63, "schema": 57, "security": 44, "transparency": 58 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-09" }, "negative": 0, "verdict": "The REST API has a public Swagger 2.0 file covering 71 operations, with typed filters on every list call and a 30-day trial that needs no card. No rate limit numbers, API changelog, SDK or audit log were found in the reviewed documentation, and API keys carry no documented scopes.", "bestFor": "Small B2B sales teams on Salesflare who want an agent to read and update accounts, contacts, opportunities and tasks through REST or the hosted MCP server.", "strengths": [ "Public Swagger 2.0 file at `api.salesflare.com/openapi.json` with 71 operations across accounts, contacts, opportunities, tasks, pipelines, notes, meetings, calls, tags and workflows", "List calls take `limit`, `offset`, `search`, `order_by`, typed field filters and a `q` rule builder with 33 operators", "Hosted MCP server at `https://mcp.salesflare.com/mcp` with OAuth authorisation code, PKCE (S256) and dynamic client registration", "30-day trial with no card, and an API key can be created on a trial account per the disclosure programme page", "No incident on status.salesflare.com in the 90 days to 9 October 2026. The last notice is dated 17 June 2026" ], "weaknesses": [ "No rate limit numbers found. The API introduction lists 429 among its status codes with no limit, Retry-After or backoff guidance", "47 of 71 operations document only a `default` response typed as a string, and the file has no examples or error schema", "API keys have no documented scopes, read-only type or expiry, and the OAuth metadata lists only `openid` and `offline_access`", "No API changelog, version history, deprecation dates or official SDK found", "The privacy policy is hosted by Iubenda on a path its robots.txt disallows, so we could not read it, and the DPA is supplied on request" ], "agentNotes": [ "Send `Authorization: Bearer \u003cAPI key\u003e` to `https://api.salesflare.com`. A person creates the key in Settings, API keys", "Set `limit` on every list call. The default is 10 on `/accounts` and 20 on `/contacts` and `/tasks`, and no maximum is documented", "Pass `update_if_exists=true` when creating an account, or `force=false` when creating a contact, so a retried call does not duplicate a record", "Write custom fields as `custom__fieldname`, and add `\"_dirty\": \"true\"` to each object in an array sent with PUT, per the help centre", "Expect a JSON body with `statusCode`, `error` and `message` on failure, and back off on 429 because no limit is published" ], "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": 48.5 } ], "editorialScores": { "ergonomics": 49, "maintenance": 25, "payments": 30, "reliability": 63, "schema": 57, "security": 44, "transparency": 40 }, "provenanceScore": 75 }, "connect": { "http": "curl https://api.salesflare.com/me \\\n --header \"Authorization: Bearer $SALESFLARE_API_KEY\"" }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/salesflare" }, "area": "business", "unitPrices": [ { "item": "Growth (API and MCP included)", "unit": "seat-month", "usd": 29, "note": "billed annually; $39 billed monthly" }, { "item": "Pro (first plan with user permissions)", "unit": "seat-month", "usd": 49, "note": "billed annually; $64 billed monthly" }, { "item": "Enterprise (five-user minimum)", "unit": "seat-month", "usd": 99, "note": "billed annually; $124 billed monthly" } ], "provenance": { "legalEntity": "Salesflare BVBA", "domain": "salesflare.com", "domainRegistered": "2014-05-17", "endpointOnVendorDomain": true, "terms": "https://salesflare.com/terms", "privacy": "https://www.iubenda.com/privacy-policy/81768705", "statusPage": "https://status.salesflare.com", "changelog": "", "securityTxt": "none", "checked": "2026-10-09", "notes": [ "The Terms of Service name the provider as Salesflare BVBA, Rijnkaai 37 box 4, 2000 Antwerp, Belgium, and are governed by Belgian law with the courts of Antwerp. The page carries no date.", "salesflare.com/privacy holds only a link to the policy on Iubenda. That host's robots.txt disallows `/privacy-policy/`, so we did not read it and a reader that keeps to robots.txt cannot either.", "The REST API answers at api.salesflare.com and the MCP server at mcp.salesflare.com, with OAuth at api.salesflare.com/oidc.", "salesflare.com/.well-known/security.txt returns 404. The disclosure programme at salesflare.com/vdp asks for reports at security@salesflare.com.", "No API changelog or product update log was found. The blog's announcements archive holds one post, from 2016.", "The DPA is requested through a form, with a sample PDF dated 2018 linked from the help centre, which we did not read.", "RDAP for salesflare.com gives a registration date of 2014-05-17." ], "score": 75 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/salesflare.json", "live": { "slug": "salesflare", "probe": { "target": "https://api.salesflare.com", "method": "get", "lastAt": "2026-10-09T11:00:35.70913994Z", "lastOk": true, "lastStatus": 404, "lastMs": 60, "authRequired": false, "uptime24h": 100, "uptime30d": 100, "p50ms24h": 49, "p95ms24h": 101, "samples24h": 36, "samples30d": 36, "days": [ { "date": "2026-10-09", "probes": 36, "ok": 36 } ] }, "vendorStatus": { "page": "https://status.salesflare.com", "indicator": "unknown", "summary": "no machine-readable status found", "checkedAt": "2026-10-09T07:58:30.317497091Z" }, "updatedAt": "2026-10-09T11:00:35.70913994Z" } }, "facts": [ { "a": "HTTP API", "b": "HTTP API", "name": "Kind" }, { "a": "Microsoft", "b": "Salesflare BVBA", "name": "Vendor" }, { "a": "no (local only)", "b": "https://api.salesflare.com", "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 Salesflare's Terms of Service", "name": "Licence" }, { "a": "15", "b": "none", "name": "Tools exposed" }, { "a": "no", "b": "no", "name": "Read-only variant documented" }, { "a": "no", "b": "yes", "name": "llms.txt" }, { "a": "2026-10-07", "b": "2026-10-08", "name": "Last release" }, { "a": "no date given", "b": "no date given", "name": "Terms last updated" }, { "a": "2026-09-01", "b": "couldn't be read", "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": "not found in the text", "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": "not found in the text", "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 Salesflare's 48.5 (D), and leads in 6 of 7 scored categories. Salesflare leads on payments \u0026 pricing.", "question": "Which is better for AI agents, Microsoft Dynamics 365 Sales or Salesflare?" }, { "answer": "Microsoft Dynamics 365 Sales uses an OAuth sign-in. Salesflare takes an API key or an OAuth sign-in.", "question": "Do Microsoft Dynamics 365 Sales and Salesflare need an API key?" }, { "answer": "Microsoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed. Salesflare has a hosted endpoint at https://api.salesflare.com.", "question": "Can an agent call Microsoft Dynamics 365 Sales and Salesflare without installing anything?" } ], "goodFor": [ { "aheadOn": [ "Schema \u0026 documentation, 81 against 57", "Agent ergonomics, 86 against 49", "Security \u0026 auth, 74 against 44", "Maintenance \u0026 community, 79 against 25", "Transparency \u0026 trust, 75 against 58" ], "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": [ "A hosted endpoint, with nothing to install", "Free to start without a card" ], "goodFor": "Small B2B sales teams on Salesflare who want an agent to read and update accounts, contacts, opportunities and tasks through REST or the hosted MCP server.", "slug": "salesflare", "watchFor": "No rate limit numbers found. The API introduction lists 429 among its status codes with no limit, Retry-After or backoff guidance" } ], "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-salesflare.json", "title": "Affinity vs Salesflare", "url": "https://www.anchorterminal.com/compare/affinity-vs-salesflare" }, { "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-salesflare.json", "title": "Attio API + MCP vs Salesflare", "url": "https://www.anchorterminal.com/compare/attio-vs-salesflare" }, { "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-salesflare.json", "title": "Capsule CRM vs Salesflare", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-salesflare" }, { "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-salesflare.json", "title": "Close API + MCP vs Salesflare", "url": "https://www.anchorterminal.com/compare/close-vs-salesflare" }, { "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-salesflare.json", "title": "Copper API vs Salesflare", "url": "https://www.anchorterminal.com/compare/copper-vs-salesflare" }, { "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-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-salesflare.json", "title": "folk API + MCP vs Salesflare", "url": "https://www.anchorterminal.com/compare/folk-vs-salesflare" }, { "json": "https://www.anchorterminal.com/compare/freshsales-vs-salesflare.json", "title": "Freshsales API vs Salesflare", "url": "https://www.anchorterminal.com/compare/freshsales-vs-salesflare" }, { "json": "https://www.anchorterminal.com/compare/hubspot-mcp-vs-salesflare.json", "title": "HubSpot API + MCP vs Salesflare", "url": "https://www.anchorterminal.com/compare/hubspot-mcp-vs-salesflare" }, { "json": "https://www.anchorterminal.com/compare/nutshell-vs-salesflare.json", "title": "Nutshell vs Salesflare", "url": "https://www.anchorterminal.com/compare/nutshell-vs-salesflare" }, { "json": "https://www.anchorterminal.com/compare/pipedrive-vs-salesflare.json", "title": "Pipedrive API + MCP vs Salesflare", "url": "https://www.anchorterminal.com/compare/pipedrive-vs-salesflare" }, { "json": "https://www.anchorterminal.com/compare/salesflare-vs-salesforce.json", "title": "Salesflare vs Salesforce API + MCP", "url": "https://www.anchorterminal.com/compare/salesflare-vs-salesforce" }, { "json": "https://www.anchorterminal.com/compare/salesflare-vs-streak.json", "title": "Salesflare vs Streak API + MCP", "url": "https://www.anchorterminal.com/compare/salesflare-vs-streak" }, { "json": "https://www.anchorterminal.com/compare/salesflare-vs-twenty.json", "title": "Salesflare vs Twenty API + MCP", "url": "https://www.anchorterminal.com/compare/salesflare-vs-twenty" }, { "json": "https://www.anchorterminal.com/compare/salesflare-vs-zoho-crm.json", "title": "Salesflare vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/salesflare-vs-zoho-crm" } ], "scores": [ { "by": 2, "dynamics-365-sales": 65, "edge": "dynamics-365-sales", "key": "reliability", "name": "Reliability", "salesflare": 63, "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", "salesflare": 57, "weight": 13 }, { "by": 37, "dynamics-365-sales": 86, "edge": "dynamics-365-sales", "key": "ergonomics", "name": "Agent ergonomics", "salesflare": 49, "weight": 13 }, { "by": 30, "dynamics-365-sales": 74, "edge": "dynamics-365-sales", "key": "security", "name": "Security \u0026 auth", "salesflare": 44, "weight": 14 }, { "by": 5, "dynamics-365-sales": 25, "edge": "salesflare", "key": "payments", "name": "Payments \u0026 pricing", "salesflare": 30, "weight": 10 }, { "key": "tasks", "name": "Task success", "pending": true, "weight": 10 }, { "by": 54, "dynamics-365-sales": 79, "edge": "dynamics-365-sales", "key": "maintenance", "name": "Maintenance \u0026 community", "salesflare": 25, "weight": 7 }, { "by": 17, "dynamics-365-sales": 75, "edge": "dynamics-365-sales", "key": "transparency", "name": "Transparency \u0026 trust", "salesflare": 58, "weight": 7 } ], "summary": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Salesflare's 48.5 (D), and leads in 6 of 7 scored categories. Salesflare 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.", "salesflare": "The REST API has a public Swagger 2.0 file covering 71 operations, with typed filters on every list call and a 30-day trial that needs no card. No rate limit numbers, API changelog, SDK or audit log were found in the reviewed documentation, and API keys carry no documented scopes." } }, "kind": "anchor.page", "links": { "api": "https://www.anchorterminal.com/api/v1/index.json", "html": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesflare", "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesflare.json", "llms": "https://www.anchorterminal.com/llms.txt", "markdown": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesflare.md", "slim": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesflare.min.md" }, "markdown": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Salesflare's 48.5 (D), and leads in 6 of 7 scored categories. Salesflare leads on payments \u0026 pricing. Both do crm records.\n\n- Microsoft Dynamics 365 Sales: grade B, 69.7/100, rank #165 of 842. Markdown https://www.anchorterminal.com/tools/dynamics-365-sales.md · JSON https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json\n- Salesflare: grade D, 48.5/100, rank #721 of 842. Markdown https://www.anchorterminal.com/tools/salesflare.md · JSON https://www.anchorterminal.com/api/v1/tools/salesflare.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- Schema \u0026 documentation, 81 against 57\n- Agent ergonomics, 86 against 49\n- Security \u0026 auth, 74 against 44\n- Maintenance \u0026 community, 79 against 25\n- Transparency \u0026 trust, 75 against 58\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### Salesflare (D)\n\nGood for: Small B2B sales teams on Salesflare who want an agent to read and update accounts, contacts, opportunities and tasks through REST or the hosted MCP server.\n\nAhead on:\n- Payments \u0026 pricing, 30 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 found. The API introduction lists 429 among its status codes with no limit, Retry-After or backoff guidance\n\n\n## Score by category\n\n| Category | Weight | Microsoft Dynamics 365 Sales | Salesflare | Edge |\n| --- | --- | --- | --- | --- |\n| Reliability | 16% (20 this run) | 65 | 63 | Microsoft Dynamics 365 Sales +2 |\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 | 49 | Microsoft Dynamics 365 Sales +37 |\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 | Salesflare +5 |\n| Task success | 10%, pending | pending | pending | not scored in this run |\n| Maintenance \u0026 community | 7% (8.8 this run) | 79 | 25 | Microsoft Dynamics 365 Sales +54 |\n| Transparency \u0026 trust | 7% (8.8 this run) | 75 | 58 | Microsoft Dynamics 365 Sales +17 |\n| Negative events | ≤15 | 0 | 0 | |\n| **Total** | | **69.7 · B** | **48.5 · D** | |\n\n## Facts side by side\n\n| Fact | Microsoft Dynamics 365 Sales | Salesflare |\n| --- | --- | --- |\n| Kind | HTTP API | HTTP API |\n| Vendor | Microsoft | Salesflare BVBA |\n| Hosted endpoint | no (local only) | `https://api.salesflare.com` |\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 Salesflare's Terms of Service |\n| Tools exposed | 15 | none |\n| Read-only variant documented | no | no |\n| llms.txt | no | yes |\n| Last release | 2026-10-07 | 2026-10-08 |\n| Terms last updated | no date given | no date given |\n| Privacy policy last updated | 2026-09-01 | couldn't be read |\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 | not found in the text |\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 | not found in the text |\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**Salesflare.** The REST API has a public Swagger 2.0 file covering 71 operations, with typed filters on every list call and a 30-day trial that needs no card. No rate limit numbers, API changelog, SDK or audit log were found in the reviewed documentation, and API keys carry no documented 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### Salesflare\n\n1. Send `Authorization: Bearer \u003cAPI key\u003e` to `https://api.salesflare.com`. A person creates the key in Settings, API keys\n2. Set `limit` on every list call. The default is 10 on `/accounts` and 20 on `/contacts` and `/tasks`, and no maximum is documented\n3. Pass `update_if_exists=true` when creating an account, or `force=false` when creating a contact, so a retried call does not duplicate a record\n4. Write custom fields as `custom__fieldname`, and add `\"_dirty\": \"true\"` to each object in an array sent with PUT, per the help centre\n5. Expect a JSON body with `statusCode`, `error` and `message` on failure, and back off on 429 because no limit is published\n\n## Questions\n\n### Which is better for AI agents, Microsoft Dynamics 365 Sales or Salesflare?\n\nMicrosoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Salesflare's 48.5 (D), and leads in 6 of 7 scored categories. Salesflare leads on payments \u0026 pricing.\n\n### Do Microsoft Dynamics 365 Sales and Salesflare need an API key?\n\nMicrosoft Dynamics 365 Sales uses an OAuth sign-in. Salesflare takes an API key or an OAuth sign-in.\n\n### Can an agent call Microsoft Dynamics 365 Sales and Salesflare without installing anything?\n\nMicrosoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed. Salesflare has a hosted endpoint at https://api.salesflare.com.\n\n\n## For agents\n\n- This comparison as JSON: https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesflare.json, and with the fewest tokens: https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesflare.min.md\n- Over MCP at https://www.anchorterminal.com/mcp (no key): `compare_tools {\"a\": \"dynamics-365-sales\", \"b\": \"salesflare\"}`. From a terminal: `anchor compare dynamics-365-sales salesflare`\n- Each listing in full: https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json and https://www.anchorterminal.com/api/v1/tools/salesflare.json\n\n## Other comparisons with Microsoft Dynamics 365 Sales or Salesflare\n\n- [Affinity vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.md)\n- [Affinity vs Salesflare](https://www.anchorterminal.com/compare/affinity-vs-salesflare.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 Salesflare](https://www.anchorterminal.com/compare/attio-vs-salesflare.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 Salesflare](https://www.anchorterminal.com/compare/capsule-crm-vs-salesflare.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 Salesflare](https://www.anchorterminal.com/compare/close-vs-salesflare.md)\n- [Copper API vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales.md)\n- [Copper API vs Salesflare](https://www.anchorterminal.com/compare/copper-vs-salesflare.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 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 Salesflare](https://www.anchorterminal.com/compare/folk-vs-salesflare.md)\n- [Freshsales API vs Salesflare](https://www.anchorterminal.com/compare/freshsales-vs-salesflare.md)\n- [HubSpot API + MCP vs Salesflare](https://www.anchorterminal.com/compare/hubspot-mcp-vs-salesflare.md)\n- [Nutshell vs Salesflare](https://www.anchorterminal.com/compare/nutshell-vs-salesflare.md)\n- [Pipedrive API + MCP vs Salesflare](https://www.anchorterminal.com/compare/pipedrive-vs-salesflare.md)\n- [Salesflare vs Salesforce API + MCP](https://www.anchorterminal.com/compare/salesflare-vs-salesforce.md)\n- [Salesflare vs Streak API + MCP](https://www.anchorterminal.com/compare/salesflare-vs-streak.md)\n- [Salesflare vs Twenty API + MCP](https://www.anchorterminal.com/compare/salesflare-vs-twenty.md)\n- [Salesflare vs Zoho CRM](https://www.anchorterminal.com/compare/salesflare-vs-zoho-crm.md)\n", "meta": { "attribution": "Anchor Terminal (https://www.anchorterminal.com)", "docs": "https://www.anchorterminal.com/docs/", "generatedAt": "2026-10-09", "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 Salesflare", "url": "" } ], "description": "Microsoft Dynamics 365 Sales scores 69.7 (B) on agent readiness against Salesflare's 48.5 (D), and leads in 6 of 7 scored categories. Salesflare 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", "Salesflare D 48.5", "scores" ], "h1": "Microsoft Dynamics 365 Sales vs Salesflare", "image": "https://www.anchorterminal.com/assets/og/compare-dynamics-365-sales-vs-salesflare.png", "path": "/compare/dynamics-365-sales-vs-salesflare", "published": "2026-10-01", "section": "tools", "title": "Microsoft Dynamics 365 Sales vs Salesflare for AI agents", "toc": null, "updated": "2026-10-09", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesflare" }, "tokens": { "markdown": 2750, "slim": 680 }, "version": 1 }