{ "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": "Zoho CRM scores 70.8 (BB) on agent readiness against Microsoft Dynamics 365 Sales's 69.7 (B), and leads in 2 of 7 scored categories. Microsoft Dynamics 365 Sales leads on agent ergonomics and security \u0026 auth.", "b": { "slug": "zoho-crm", "name": "Zoho CRM", "vendor": "Zoho", "vendorUrl": "https://www.zoho.com/crm/", "kind": "http-api", "category": "crm", "summary": "Zoho CRM is a hosted sales CRM from Zoho. Agents reach it through the REST API v8, with record, search, query, bulk and notification endpoints behind OAuth 2.0, or through four pre-built remote MCP servers.", "url": "https://www.anchorterminal.com/tools/zoho-crm", "markdownUrl": "https://www.anchorterminal.com/tools/zoho-crm.md", "slimMarkdownUrl": "https://www.anchorterminal.com/tools/zoho-crm.min.md", "jsonUrl": "https://www.anchorterminal.com/api/v1/tools/zoho-crm.json", "repo": "https://github.com/zoho/crm-oas", "license": "Proprietary service under Zoho's Terms of Service. The server-side SDKs on GitHub are Apache-2.0", "transports": [ "http" ], "packages": [ { "registry": "npm", "name": "@zohocrm/nodejs-sdk-8.0" }, { "registry": "pypi", "name": "zohocrmsdk8-0" } ], "auth": "oauth", "authNotes": "OAuth 2.0 only. A person registers a client in the Zoho API console (a web application, or a self client for one organisation) and approves scopes, which narrow to one module and one operation. The access token lasts one hour and goes in `Authorization: Zoho-oauthtoken \u003ctoken\u003e`. The refresh token lasts until revoked. Each data centre has its own accounts host and API domain. Registration is self-serve, with no app review or sales approval for use inside one's own organisation.", "pricing": "freemium", "pricingNotes": "Free edition for three users with 5,000 API credits a day and no card at signup. Paid editions cost $14 to $52 a user a month billed yearly ($20 to $65 monthly) and have a 15-day trial. API calls draw on a daily credit allowance set by edition and user licences. Extra credits are pay as you go from $0.14 per 1,000 a day (https://www.zoho.com/crm/zohocrm-pricing.html, checked 2026-10-08).", "priceSummary": "$14 / seat-mo", "where": "local", "x402": { "level": "no", "evidence": "No x402, MPP or L402 in the API docs, the OpenAPI files or the pricing page (checked 2026-10-08).", "endpoints": [] }, "toolCount": null, "popularity": { "githubStars": null, "npmWeekly": 830, "pypiWeekly": 6148, "asOf": "2026-10-08" }, "docsUrl": "https://www.zoho.com/crm/developer/docs/api/v8/", "openapi": "https://github.com/zoho/crm-oas/tree/main/v8.0", "capabilities": [ "crm.records", "crm.pipeline", "crm.activities", "crm.search", "crm.webhooks" ], "tags": [ "hosted", "closed-source", "oauth", "openapi", "mcp", "webhooks", "free-tier", "no-card", "python", "nodejs", "java", "status-page", "bug-bounty", "soc2" ], "lastRelease": "2026-09-21", "graded": true, "anchor": { "graded": true, "score": 70.8, "grade": "BB", "agentReady": true, "rank": 128, "ranked": true, "rankOf": 722, "categoryRank": 2, "methodology": "0.4", "run": "2026-10-01", "scores": { "ergonomics": 81, "maintenance": 77, "payments": 40, "reliability": 72, "schema": 81, "security": 67, "transparency": 75 }, "pending": [ "performance", "tasks" ], "assessment": { "confidence": "medium", "date": "2026-10-08" }, "negative": 0, "verdict": "A public OpenAPI 3.1 description of 644 operations and OAuth scopes down to one module and one operation suit agent use, and the Free edition includes 5,000 API credits a day. The documented token refresh puts the client secret in the URL, and no SLA, deprecation policy or dated API changelog was found.", "bestFor": "Teams already on Zoho who want an agent to read and write leads, contacts, deals and activities with narrow scopes, and small teams that want a free edition with API access.", "strengths": [ "OpenAPI 3.1 files for 103 resources and 644 operations are public on GitHub, with a Markdown page per operation", "OAuth scopes narrow to one module and one operation, such as `ZohoCRM.modules.leads.READ`", "The `fields` parameter is mandatory on list calls, so responses carry only the fields requested (50 at most)", "Upsert matches on duplicate check fields, so a repeated create updates the record", "Free edition for three users with 5,000 API credits a day and no card at signup" ], "weaknesses": [ "The documented refresh and revoke calls put the refresh token and client secret in the URL query string", "No SLA, API deprecation policy or dated API changelog found in the reviewed pages", "429 is documented without a Retry-After header or backoff guidance", "Access tokens last one hour and hosts differ by data centre, so setup needs a token exchange and the right domain", "Sub-processor directory loads by script and the DPA is sent on request by email" ], "agentNotes": [ "Use the `api_domain` returned with the token, since each data centre has its own host (zohoapis.com, zohoapis.eu, zohoapis.in and others)", "Send `Authorization: Zoho-oauthtoken \u003ctoken\u003e` and refresh hourly. Put refresh parameters in the POST body, not the URL", "Pass `fields` on every list call. Page with `page` up to 2,000 records, then `page_token` up to 100,000", "Create through `/{module}/upsert` so a retry updates instead of duplicating", "Budget credits. Convert Lead costs 5, Send Mail 20, a bulk read 50, and calls through the MCP servers draw on the same allowance" ], "metrics": { "kind": "remote", "measured": false }, "reviewCount": 0, "avgRating": 0, "history": [ { "basis": "public evidence", "confidence": "medium", "grade": "BB", "methodology": "0.4", "pending": [ "performance", "tasks" ], "run": "2026-10-01", "runLabel": "October 2026 research run", "score": 70.8 } ], "editorialScores": { "ergonomics": 81, "maintenance": 77, "payments": 40, "reliability": 72, "schema": 81, "security": 67, "transparency": 54 }, "provenanceScore": 95 }, "connect": { "install": "pip install zohocrmsdk8-0", "http": "curl \"https://www.zohoapis.com/crm/v8/Leads?fields=Last_Name,Email\u0026per_page=5\" \\\n -X GET -H \"Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN\"", "config": { "mcpServers": { "zoho-crm-data-insights": { "url": "https://zoho-crm-data-insights-60065097786.zohomcp.in/mcp/d17dfe13292e0414a929516bb8f8e797/message" } } } }, "letme": { "capability": "https://letme.dev/crm.records", "tool": "https://letme.dev/zoho-crm" }, "sameCompany": [ "zoho-books", "zoho-zeptomail", "zoho-recruit", "zoho-people" ], "area": "business", "unitPrices": [ { "item": "Standard", "unit": "seat-month", "usd": 14, "note": "billed yearly; $20 billed monthly" }, { "item": "Professional", "unit": "seat-month", "usd": 23, "note": "billed yearly; $35 billed monthly" }, { "item": "Enterprise", "unit": "seat-month", "usd": 40, "note": "billed yearly; $50 billed monthly" }, { "item": "Ultimate", "unit": "seat-month", "usd": 52, "note": "billed yearly; $65 billed monthly" }, { "item": "Add-on API credits, first 25,000 a day", "unit": "credit", "usd": 0.00014, "note": "$0.14 per 1,000 credits per 24 hours, falling to $0.025 per 1,000 above 250,000; billed for credits used" } ], "provenance": { "legalEntity": "Zoho Corporation Private Limited", "domain": "zoho.com", "domainRegistered": "2004-01-16", "domainNote": "API calls go to www.zohoapis.com and its regional equivalents, and the MCP servers to zohomcp.in hosts, both Zoho domains other than zoho.com.", "endpointOnVendorDomain": true, "terms": "https://www.zoho.com/terms.html", "privacy": "https://www.zoho.com/privacy.html", "statusPage": "https://status.zoho.com", "changelog": "https://www.zoho.com/crm/developer/docs/api/v8/whats-new.html", "securityTxt": "valid", "checked": "2026-10-08", "notes": [ "The Terms of Service (last updated 2 March 2022) are the service agreement for Zoho's online services. The contracting entity depends on the customer's region, Zoho Corporation Private Limited for India and Zoho Corporation for the United States (https://www.zoho.com/legal/zoho-contracting-entities.html).", "A separate Zoho Developer Agreement at https://www.zoho.com/developer/terms.html covers the developer tools and names Zoho Corporation Private Limited and its affiliates.", "The privacy policy was last updated on 22 December 2025 and covers Zoho's websites and the products on them.", "security.txt at www.zoho.com gives a bug bounty contact, security@zohocorp.com, a policy link and an expiry of 30 June 2028.", "What's New in V8 lists the additions in v8 without dates. No dated API changelog was found.", "RDAP for zoho.com gives a registration date of 2004-01-16." ], "score": 95 }, "pageJsonUrl": "https://www.anchorterminal.com/tools/zoho-crm.json", "live": { "slug": "zoho-crm", "vendorStatus": { "page": "https://status.zoho.com", "indicator": "unknown", "summary": "no machine-readable status found", "checkedAt": "2026-10-08T17:51:21.048151944Z" }, "pages": [ { "url": "https://www.zoho.com/crm/developer/docs/api/v8/whats-new.html", "kind": "changelog", "status": 200, "checkedAt": "2026-10-08T18:31:58.479396601Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "1ebe95070909" }, { "url": "https://www.zoho.com/crm/zohocrm-pricing.html", "kind": "pricing", "status": 200, "checkedAt": "2026-10-08T18:32:00.474417695Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "33ebba011ea1" }, { "url": "https://www.zoho.com/privacy.html", "kind": "privacy", "status": 200, "checkedAt": "2026-10-08T18:32:02.487387166Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "08dac5e34d5e" }, { "url": "https://www.zoho.com/terms.html", "kind": "terms", "status": 200, "checkedAt": "2026-10-08T18:32:04.479029194Z", "changedAt": "0001-01-01T00:00:00Z", "fingerprint": "05eeda99f291" } ], "updatedAt": "2026-10-08T18:32:04.479029194Z" } }, "facts": [ { "a": "HTTP API", "b": "HTTP API", "name": "Kind" }, { "a": "Microsoft", "b": "Zoho", "name": "Vendor" }, { "a": "no (local only)", "b": "no (local only)", "name": "Hosted endpoint" }, { "a": "HTTP, stdio", "b": "HTTP", "name": "Transports" }, { "a": "OAuth", "b": "OAuth", "name": "Auth" }, { "a": "Paid", "b": "Freemium", "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 Zoho's Terms of Service. The server-side SDKs on GitHub are Apache-2.0", "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": "2026-09-21", "name": "Last release" }, { "a": "no date given", "b": "2022-03-02", "name": "Terms last updated" }, { "a": "2026-09-01", "b": "2025-12-22", "name": "Privacy policy last updated" }, { "a": "yes", "b": "yes", "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": "not found in the text", "name": "Arbitration or class-action waiver" }, { "a": "2.9k npm/wk, 11k PyPI/wk", "b": "830 npm/wk, 6.1k PyPI/wk", "name": "Popularity" } ], "faq": [ { "answer": "Zoho CRM scores 70.8 (BB) on agent readiness against Microsoft Dynamics 365 Sales's 69.7 (B), and leads in 2 of 7 scored categories. Microsoft Dynamics 365 Sales leads on agent ergonomics and security \u0026 auth.", "question": "Which is better for AI agents, Microsoft Dynamics 365 Sales or Zoho CRM?" }, { "answer": "Both use an OAuth sign-in.", "question": "Do Microsoft Dynamics 365 Sales and Zoho CRM 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 Zoho CRM.", "question": "Can an agent call Microsoft Dynamics 365 Sales and Zoho CRM without installing anything?" } ], "goodFor": [ { "aheadOn": [ "Agent ergonomics, 86 against 81", "Security \u0026 auth, 74 against 67" ], "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": [ "Reliability, 72 against 65", "Payments \u0026 pricing, 40 against 25" ], "also": [ "Agent-ready, a grade of BB or better", "Free to start without a card" ], "goodFor": "Teams already on Zoho who want an agent to read and write leads, contacts, deals and activities with narrow scopes, and small teams that want a free edition with API access.", "slug": "zoho-crm", "watchFor": "The documented refresh and revoke calls put the refresh token and client secret in the URL query string" } ], "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-zoho-crm.json", "title": "Affinity vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/affinity-vs-zoho-crm" }, { "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-zoho-crm.json", "title": "Attio API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/attio-vs-zoho-crm" }, { "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-zoho-crm.json", "title": "Capsule CRM vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/capsule-crm-vs-zoho-crm" }, { "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-zoho-crm.json", "title": "Close API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/close-vs-zoho-crm" }, { "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-zoho-crm.json", "title": "Copper API vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/copper-vs-zoho-crm" }, { "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/folk-vs-zoho-crm.json", "title": "folk API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/folk-vs-zoho-crm" }, { "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" }, { "json": "https://www.anchorterminal.com/compare/hubspot-mcp-vs-zoho-crm.json", "title": "HubSpot API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/hubspot-mcp-vs-zoho-crm" }, { "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" }, { "json": "https://www.anchorterminal.com/compare/pipedrive-vs-zoho-crm.json", "title": "Pipedrive API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/pipedrive-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/salesforce-vs-zoho-crm.json", "title": "Salesforce API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/salesforce-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/streak-vs-zoho-crm.json", "title": "Streak API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/streak-vs-zoho-crm" }, { "json": "https://www.anchorterminal.com/compare/twenty-vs-zoho-crm.json", "title": "Twenty API + MCP vs Zoho CRM", "url": "https://www.anchorterminal.com/compare/twenty-vs-zoho-crm" } ], "scores": [ { "by": 7, "dynamics-365-sales": 65, "edge": "zoho-crm", "key": "reliability", "name": "Reliability", "weight": 16, "zoho-crm": 72 }, { "key": "performance", "name": "Performance", "pending": true, "weight": 10 }, { "by": 0, "dynamics-365-sales": 81, "edge": "", "key": "schema", "name": "Schema \u0026 documentation", "weight": 13, "zoho-crm": 81 }, { "by": 5, "dynamics-365-sales": 86, "edge": "dynamics-365-sales", "key": "ergonomics", "name": "Agent ergonomics", "weight": 13, "zoho-crm": 81 }, { "by": 7, "dynamics-365-sales": 74, "edge": "dynamics-365-sales", "key": "security", "name": "Security \u0026 auth", "weight": 14, "zoho-crm": 67 }, { "by": 15, "dynamics-365-sales": 25, "edge": "zoho-crm", "key": "payments", "name": "Payments \u0026 pricing", "weight": 10, "zoho-crm": 40 }, { "key": "tasks", "name": "Task success", "pending": true, "weight": 10 }, { "by": 2, "dynamics-365-sales": 79, "edge": "dynamics-365-sales", "key": "maintenance", "name": "Maintenance \u0026 community", "weight": 7, "zoho-crm": 77 }, { "by": 0, "dynamics-365-sales": 75, "edge": "", "key": "transparency", "name": "Transparency \u0026 trust", "weight": 7, "zoho-crm": 75 } ], "summary": "Zoho CRM scores 70.8 (BB) on agent readiness against Microsoft Dynamics 365 Sales's 69.7 (B), and leads in 2 of 7 scored categories. Microsoft Dynamics 365 Sales leads on agent ergonomics and security \u0026 auth. 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.", "zoho-crm": "A public OpenAPI 3.1 description of 644 operations and OAuth scopes down to one module and one operation suit agent use, and the Free edition includes 5,000 API credits a day. The documented token refresh puts the client secret in the URL, and no SLA, deprecation policy or dated API changelog was found." } }, "kind": "anchor.page", "links": { "api": "https://www.anchorterminal.com/api/v1/index.json", "html": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm", "json": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.json", "llms": "https://www.anchorterminal.com/llms.txt", "markdown": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.md", "slim": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.min.md" }, "markdown": "Zoho CRM scores 70.8 (BB) on agent readiness against Microsoft Dynamics 365 Sales's 69.7 (B), and leads in 2 of 7 scored categories. Microsoft Dynamics 365 Sales leads on agent ergonomics and security \u0026 auth. 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- Zoho CRM: grade BB, 70.8/100, rank #128 of 722. Markdown https://www.anchorterminal.com/tools/zoho-crm.md · JSON https://www.anchorterminal.com/api/v1/tools/zoho-crm.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- Agent ergonomics, 86 against 81\n- Security \u0026 auth, 74 against 67\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### Zoho CRM (BB)\n\nGood for: Teams already on Zoho who want an agent to read and write leads, contacts, deals and activities with narrow scopes, and small teams that want a free edition with API access.\n\nAhead on:\n- Reliability, 72 against 65\n- Payments \u0026 pricing, 40 against 25\n\nAlso in its favour:\n- Agent-ready, a grade of BB or better\n- Free to start without a card\n\nWatch for: The documented refresh and revoke calls put the refresh token and client secret in the URL query string\n\n\n## Score by category\n\n| Category | Weight | Microsoft Dynamics 365 Sales | Zoho CRM | Edge |\n| --- | --- | --- | --- | --- |\n| Reliability | 16% (20 this run) | 65 | 72 | Zoho CRM +7 |\n| Performance | 10%, pending | pending | pending | not scored in this run |\n| Schema \u0026 documentation | 13% (16.2 this run) | 81 | 81 | even |\n| Agent ergonomics | 13% (16.2 this run) | 86 | 81 | Microsoft Dynamics 365 Sales +5 |\n| Security \u0026 auth | 14% (17.5 this run) | 74 | 67 | Microsoft Dynamics 365 Sales +7 |\n| Payments \u0026 pricing | 10% (12.5 this run) | 25 | 40 | Zoho CRM +15 |\n| Task success | 10%, pending | pending | pending | not scored in this run |\n| Maintenance \u0026 community | 7% (8.8 this run) | 79 | 77 | Microsoft Dynamics 365 Sales +2 |\n| Transparency \u0026 trust | 7% (8.8 this run) | 75 | 75 | even |\n| Negative events | ≤15 | 0 | 0 | |\n| **Total** | | **69.7 · B** | **70.8 · BB** | |\n\n## Facts side by side\n\n| Fact | Microsoft Dynamics 365 Sales | Zoho CRM |\n| --- | --- | --- |\n| Kind | HTTP API | HTTP API |\n| Vendor | Microsoft | Zoho |\n| Hosted endpoint | no (local only) | no (local only) |\n| Transports | HTTP, stdio | HTTP |\n| Auth | OAuth | OAuth |\n| Pricing | Paid | Freemium |\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 Zoho's Terms of Service. The server-side SDKs on GitHub are Apache-2.0 |\n| Tools exposed | 15 | none |\n| Read-only variant documented | no | no |\n| llms.txt | no | no |\n| Last release | 2026-10-07 | 2026-09-21 |\n| Terms last updated | no date given | 2022-03-02 |\n| Privacy policy last updated | 2026-09-01 | 2025-12-22 |\n| Customer content may train models | yes | yes |\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 | not found in the text |\n| Popularity | 2.9k npm/wk, 11k PyPI/wk | 830 npm/wk, 6.1k PyPI/wk |\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**Zoho CRM.** A public OpenAPI 3.1 description of 644 operations and OAuth scopes down to one module and one operation suit agent use, and the Free edition includes 5,000 API credits a day. The documented token refresh puts the client secret in the URL, and no SLA, deprecation policy or dated API changelog was found.\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### Zoho CRM\n\n1. Use the `api_domain` returned with the token, since each data centre has its own host (zohoapis.com, zohoapis.eu, zohoapis.in and others)\n2. Send `Authorization: Zoho-oauthtoken \u003ctoken\u003e` and refresh hourly. Put refresh parameters in the POST body, not the URL\n3. Pass `fields` on every list call. Page with `page` up to 2,000 records, then `page_token` up to 100,000\n4. Create through `/{module}/upsert` so a retry updates instead of duplicating\n5. Budget credits. Convert Lead costs 5, Send Mail 20, a bulk read 50, and calls through the MCP servers draw on the same allowance\n\n## Questions\n\n### Which is better for AI agents, Microsoft Dynamics 365 Sales or Zoho CRM?\n\nZoho CRM scores 70.8 (BB) on agent readiness against Microsoft Dynamics 365 Sales's 69.7 (B), and leads in 2 of 7 scored categories. Microsoft Dynamics 365 Sales leads on agent ergonomics and security \u0026 auth.\n\n### Do Microsoft Dynamics 365 Sales and Zoho CRM need an API key?\n\nBoth use an OAuth sign-in.\n\n### Can an agent call Microsoft Dynamics 365 Sales and Zoho CRM without installing anything?\n\nMicrosoft Dynamics 365 Sales runs on your own machine, with no hosted endpoint listed. No hosted endpoint is listed for Zoho CRM.\n\n\n## For agents\n\n- This comparison as JSON: https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.json, and with the fewest tokens: https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.min.md\n- Over MCP at https://www.anchorterminal.com/mcp (no key): `compare_tools {\"a\": \"dynamics-365-sales\", \"b\": \"zoho-crm\"}`. From a terminal: `anchor compare dynamics-365-sales zoho-crm`\n- Each listing in full: https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json and https://www.anchorterminal.com/api/v1/tools/zoho-crm.json\n\n## Other comparisons with Microsoft Dynamics 365 Sales or Zoho CRM\n\n- [Affinity vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.md)\n- [Affinity vs Zoho CRM](https://www.anchorterminal.com/compare/affinity-vs-zoho-crm.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 Zoho CRM](https://www.anchorterminal.com/compare/attio-vs-zoho-crm.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 Zoho CRM](https://www.anchorterminal.com/compare/capsule-crm-vs-zoho-crm.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 Zoho CRM](https://www.anchorterminal.com/compare/close-vs-zoho-crm.md)\n- [Copper API vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales.md)\n- [Copper API vs Zoho CRM](https://www.anchorterminal.com/compare/copper-vs-zoho-crm.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- [folk API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/folk-vs-zoho-crm.md)\n- [Freshsales API vs Zoho CRM](https://www.anchorterminal.com/compare/freshsales-vs-zoho-crm.md)\n- [HubSpot API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/hubspot-mcp-vs-zoho-crm.md)\n- [Nutshell vs Zoho CRM](https://www.anchorterminal.com/compare/nutshell-vs-zoho-crm.md)\n- [Pipedrive API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/pipedrive-vs-zoho-crm.md)\n- [Salesforce API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/salesforce-vs-zoho-crm.md)\n- [Streak API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/streak-vs-zoho-crm.md)\n- [Twenty API + MCP vs Zoho CRM](https://www.anchorterminal.com/compare/twenty-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 Zoho CRM", "url": "" } ], "description": "Zoho CRM scores 70.8 (BB) on agent readiness against Microsoft Dynamics 365 Sales's 69.7 (B), and leads in 2 of 7 scored categories. Microsoft Dynamics 365 Sales leads on agent ergonomics and security \u0026 auth. Both do crm records. Category scores, facts, verdicts and agent notes…", "facts": [ "Microsoft Dynamics 365 Sales B 69.7", "Zoho CRM BB 70.8", "scores" ], "h1": "Microsoft Dynamics 365 Sales vs Zoho CRM", "image": "https://www.anchorterminal.com/assets/og/compare-dynamics-365-sales-vs-zoho-crm.png", "path": "/compare/dynamics-365-sales-vs-zoho-crm", "published": "2026-10-01", "section": "tools", "title": "Microsoft Dynamics 365 Sales vs Zoho CRM for AI agents", "toc": null, "updated": "2026-10-08", "url": "https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm" }, "tokens": { "markdown": 2600, "slim": 680 }, "version": 1 }