# Microsoft Dynamics 365 Sales > 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. - Canonical: https://www.anchorterminal.com/tools/dynamics-365-sales - Markdown: https://www.anchorterminal.com/tools/dynamics-365-sales.md (~9,600 tokens) - Slim: https://www.anchorterminal.com/tools/dynamics-365-sales.min.md (~1,980 tokens, same facts, less prose, for token-sensitive contexts) - JSON: https://www.anchorterminal.com/tools/dynamics-365-sales.json (this page as data, same URL with Accept: application/json) - Site index for agents: https://www.anchorterminal.com/llms.txt (full text: https://www.anchorterminal.com/llms-full.txt) - API: https://www.anchorterminal.com/api/v1/index.json - Updated: 2026-10-08 ## Overview **Grade B · 69.7/100 · rank #150 of 722 · #3 in CRM & customer platforms · not agent-ready · confidence medium** More from Microsoft, listed separately because each is its own product: [Microsoft Foundry fine-tuning (Azure OpenAI)](https://www.anchorterminal.com/tools/azure-foundry-fine-tuning.md) (Fine-tuning), [Azure AI Content Safety (Prompt Shields)](https://www.anchorterminal.com/tools/azure-ai-content-safety.md) (Guardrails & safety filters), [Azure AI Speech speech-to-text](https://www.anchorterminal.com/tools/azure-speech-to-text.md) (Speech-to-text), [Azure AI Speech text-to-speech](https://www.anchorterminal.com/tools/azure-text-to-speech.md) (Text-to-speech), [Microsoft Agent Framework](https://www.anchorterminal.com/tools/microsoft-agent-framework.md) (Agent frameworks & SDKs), [Microsoft Execution Containers](https://www.anchorterminal.com/tools/microsoft-execution-containers.md) (Code execution sandboxes), [Microsoft Entra Agent ID](https://www.anchorterminal.com/tools/microsoft-entra-agent-id.md) (Agent auth & delegated access), [Azure Key Vault](https://www.anchorterminal.com/tools/azure-key-vault.md) (Secrets & credential vaults), [Azure DevOps MCP Server](https://www.anchorterminal.com/tools/azure-devops-mcp.md) (Code & developer platforms), [Microsoft Learn MCP Server](https://www.anchorterminal.com/tools/microsoft-learn-mcp.md) (Code & developer platforms), [Playwright MCP](https://www.anchorterminal.com/tools/playwright-mcp.md) (Browser automation), [Azure MCP Server](https://www.anchorterminal.com/tools/azure-mcp.md) (Cloud & infrastructure), [Azure Maps](https://www.anchorterminal.com/tools/azure-maps.md) (Maps, geocoding & places), [Azure Translator](https://www.anchorterminal.com/tools/azure-translator.md) (Translation), [Microsoft Graph Calendar API](https://www.anchorterminal.com/tools/microsoft-graph-calendar.md) (Calendars & scheduling), [Microsoft Teams (Microsoft Graph)](https://www.anchorterminal.com/tools/microsoft-teams.md) (Work & productivity), [Microsoft Power Automate](https://www.anchorterminal.com/tools/power-automate.md) (Workflow automation), [Microsoft Advertising API](https://www.anchorterminal.com/tools/microsoft-advertising-api.md) (Advertising & campaign operations), [Microsoft Excel (Microsoft Graph workbook API)](https://www.anchorterminal.com/tools/microsoft-excel-graph.md) (Spreadsheets & operational tables), [Outlook Mail (Microsoft Graph)](https://www.anchorterminal.com/tools/outlook-mail-graph.md) (Mailbox access). ## Assessment 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. ## Facts | Field | Value | | --- | --- | | Vendor | Microsoft (https://www.microsoft.com/dynamics-365/products/sales) | | Kind | HTTP API | | Category | CRM & customer platforms (https://www.anchorterminal.com/categories/crm) | | Transport | HTTP, stdio | | Auth | OAuth · 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 `/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 `/.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 ($65 / seat-mo) · 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). | | x402 | No · No x402, MPP or L402 in the Dataverse Web API docs, the Dataverse MCP docs or the pricing page (checked 2026-10-08). | | Licence | Proprietary service under the Microsoft Product Terms. The Python SDK and the @microsoft/dataverse npm package are MIT | | Tools exposed | 15 | | Packages | pypi: `PowerPlatform-Dataverse-Client`; npm: `@microsoft/dataverse`; nuget: `Microsoft.PowerPlatform.Dataverse.Client` | | Source | https://github.com/microsoft/PowerPlatform-DataverseClient-Python | | Docs | https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview | | llms.txt | not found | | Last release | 2026-10-07 | | npm downloads / week | 2,921 | | PyPI downloads / week | 10,702 | | API | Dataverse Web API, OData v4, JSON only, at https://.api.crm.dynamics.com/api/data/v9.2/. Sales tables such as lead, opportunity and quote sit beside account, contact and activity tables | | MCP server | Official, generally available at https://.crm.dynamics.com/api/mcp, or through the local proxy `npx @microsoft/dataverse mcp `. 15 tools. Preview tools at /api/mcp_preview | | MCP tools | search_data, search, create_record, update_record, delete_record, create_table, update_table, delete_table, read_query, describe, upsert_skill, delete_skill, init_file_upload, commit_file_upload, file_download | | Credentials | OAuth 2.0 through Microsoft Entra ID. Delegated sign-in, or an application user with a client secret or certificate. Access follows Dataverse security roles | | Rate limits | Per user and web server, 6,000 requests and 20 minutes of execution time per five minutes, and 52 concurrent requests. 40,000 requests per licensed user per 24 hours, and a tenant pool of 500,000 plus 5,000 per licence for application users | | Errors | JSON error with code and message. 429 carries Retry-After. `Prefer: odata.include-annotations="*"` adds sub-codes and a help link | | Paging | `Prefer: odata.maxpagesize` up to 5,000 rows a page and `@odata.nextLink`. `$top` limits rows. `$skip` is not supported | | Safe writes | PATCH on an alternate key upserts. `If-Match` and `If-None-Match` restrict it to update or create. ETags for optimistic concurrency | | Webhooks | Dataverse webhooks POST JSON for server events, synchronously or asynchronously. Azure Service Bus is the queued alternative | | Search | Dataverse search at /api/search/v2.0/ and through the Web API, relevance-ranked across tables | | SDKs | Python PowerPlatform-Dataverse-Client 1.1.0 (7 October 2026, MIT), .NET Microsoft.PowerPlatform.Dataverse.Client 1.2.27, npm @microsoft/dataverse 1.0.81 (26 September 2026, MIT) | | Audit | Dataverse auditing logs record changes and user access once turned on per environment, table and column. Readable through the Web API. Retrieve operations are not audited | | SLA | Service credit of 25 per cent below 99.9 per cent uptime, 50 below 99 and 100 below 95, for Sales Enterprise and Professional, per the SLA dated 1 October 2026 | | Free tier | 30-day Dynamics 365 trial. Power Apps Developer Plan is a free Dataverse development environment with Web API access, disabled after 30 days without use | | 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 | | JSON | https://www.anchorterminal.com/api/v1/tools/dynamics-365-sales.json | ## Score breakdown (methodology v0.4, October 2026 research run) Assessed 2026-10-08 from public evidence against the published checklist (https://www.anchorterminal.com/benchmark/#checklist). Confidence: medium. Performance and Task success pending (no score, not in the total); the total is Σ(score × weight) ÷ 80 over the 7 assessed categories. "This run" is each category's share of the 100 points. | Category | Weight | This run | Score (0–100) | Points | | --- | --- | --- | --- | --- | | Reliability | 16% | 20 | 65 | 13.0 | | Performance | 10% | pending | pending | n/a | | Schema & documentation | 13% | 16.2 | 81 | 13.2 | | Agent ergonomics | 13% | 16.2 | 86 | 14.0 | | Security & auth | 14% | 17.5 | 74 | 12.9 | | Payments & pricing | 10% | 12.5 | 25 | 3.1 | | Task success | 10% | pending | pending | n/a | | Maintenance & community | 7% | 8.8 | 79 | 6.9 | | Transparency & trust (editorial 60, provenance 90) | 7% | 8.8 | 75 | 6.6 | | Negative events | up to −15 | up to −15 | none recorded | 0 | | **Total** | | | | **69.7 → B** | ### Why each score - Reliability 65: Graded on the Dataverse Web API, with the Dataverse MCP server noted. Service health for a tenant is in the Power Platform and Microsoft 365 admin centres, behind an admin sign-in. The unauthenticated page at status.cloud.microsoft exists, and Microsoft's docs describe it as the place for updates when the admin portals are unavailable. It rendered no components for our reader (10 of 20, a departure from the full 20 because the page with history needs a login). No readable incident history (5). Service protection limits are published per user and web server at 6,000 requests and 20 minutes of execution time per five-minute window, and 52 concurrent requests, plus 40,000 requests per licensed user per 24 hours (15). 429 responses carry Retry-After with retry guidance, and upsert on alternate keys with If-Match gives safe retries for writes (15). The SLA for Microsoft Online Services dated 1 October 2026 pays a 25 per cent credit below 99.9 per cent uptime for Sales Enterprise and Professional (10). Web API v9.2 and the MCP endpoint /api/mcp are generally available (10). - Performance: Pending. Latency is measured per call by our probes, which haven't run yet, so this run doesn't score it. Its weight is shared across the assessed categories until the first probe window closes. - Schema & documentation 81: Each environment serves an OData v4 service document and a CSDL $metadata document at /api/data/v9.2/$metadata, and Learn publishes a table reference. No public OpenAPI document was found (18 of 25). learn.microsoft.com/llms.txt returns 404, but Learn returns Markdown for requests with `Accept: text/markdown`, which is how we read every page (10). The docs state purpose and limits, such as no `$skip` and a 5,000-row page ceiling. The published MCP tool descriptions are one line each (15 of 20). Entity types are typed in CSDL, but queries are OData strings and the MCP `read_query` tool takes a SQL SELECT string (12 of 15). Request and response examples on each page, a status code table with named errors, and a JSON error format with optional detail annotations (13 of 15). The version is in the URL (v9.2), with weekly Dataverse service update release notes. The MCP tool changes are noted without a date (13 of 15). - Agent ergonomics 86: `$select`, `$top` and `Prefer: odata.maxpagesize` size responses. The MCP server has 15 tools, some of them for schema changes and files (22 of 25). `$filter`, `@odata.nextLink` paging with pages up to 5,000 rows, and no `$skip` (20). Errors are JSON with a code and message, a documented status code table and optional annotations with a help link (17 of 20). PATCH on an alternate key upserts, `If-Match` and `If-None-Match` limit it to update or create, and ETags give optimistic concurrency. The MCP delete tools are described as running only after explicit user approval. We did not read the live tool list, so readOnlyHint and destructiveHint are unconfirmed (15 of 20). Official SDKs for .NET (Microsoft.PowerPlatform.Dataverse.Client 1.2.27) and Python (PowerPlatform-Dataverse-Client 1.1.0). The docs say Microsoft ships no other language libraries for the Web API (12 of 15). - Security & auth 74: OAuth 2.0 through Microsoft Entra ID is the only route, with delegated sign-in or an application user holding a client secret or certificate. The OAuth scopes are coarse (`user_impersonation`, `.default`, `mcp.tools`) and the limits come from Dataverse security roles (26 of 30). Security roles set privileges per table and the MCP server follows them and row-level security. Each MCP client app must be allowed per environment by an administrator, and only Copilot Studio is on by default. The delete tools are described as needing explicit user approval, but Microsoft's sample agent instructions on the configuration page tell the agent not to ask before deleting (17 of 20). Lead, contact and email text written by outsiders reaches the model, and the MCP pages we read give no injection guidance (3 of 15). Dataverse auditing logs record changes and user access, readable through the Web API, once an administrator turns it on. It does not cover retrieve operations (13 of 15). SOC 2 Type 2 lists Dynamics 365 and security.txt points to MSRC and the bounty policy, but the file's Expires date of 23 September 2026 has passed (15 of 20). - Payments & pricing 25: No x402, MPP or L402 (0). Seat prices are public at $65, $105 and $150 a user a month, paid yearly. MCP calls from agents built outside Copilot Studio are billed in Copilot Credits at published credit counts, and we did not read a dollar price per credit (10). The Dynamics 365 trial page states 30 days free and the Power Apps Developer Plan is a free Dataverse environment with Web API access. Neither page says whether a card is needed (15 of 20). A person registers an app in Entra ID and an administrator creates the application user or allows the MCP client (0). - Task success: Pending. Task success needs the category task suites run through each tool, which haven't run yet, so this run doesn't score it. Its weight is shared across the assessed categories until then. A data provider's data-quality score is published on its listing now and becomes half of this category when it's scored. - Maintenance & community 79: Dataverse service update 9.2.26094 went to early release on 2 October 2026, and the Python SDK 1.1.0 was published on 7 October 2026 (30). Service updates are weekly, with nine listed since 7 August, each with release notes (20). Public release notes and community forums. We did not check how issues on the SDK repositories are answered (10 of 15). Current official SDKs for .NET and Python and the npm MCP proxy @microsoft/dataverse 1.0.81 of 26 September 2026. The official MCP registry lists only third-party Dataverse and Dynamics servers (13 of 15). The Python SDK is marked Production/Stable for Python 3.10 and later. CI was not checked because GitHub's API refused us for its rate limit (6 of 10). - Transparency & trust 75: Closed service under the Microsoft Product Terms for Dynamics 365, with MIT SDKs (15). The privacy statement, last updated September 2026, says customer agreements control for enterprise products and points to the Product Terms and the Data Protection Addendum of 22 May 2026, which we did not read. Its retention wording is general, and its line on using data to train AI models is not reconciled with the enterprise terms in what we read (18 of 30). The Power Platform deprecations page was updated on 6 October 2026 with dated notices, and the Web API docs state how versions stay compatible. The MCP tool removals carry no date (15 of 20). The region is chosen per environment, with an EU Data Boundary. We did not read a subprocessor list (12 of 20). Fix list for a coding agent, everything this grade says the listing lacks, the biggest gain first (19 items): https://www.anchorterminal.com/fixes/dynamics-365-sales.md (JSON https://www.anchorterminal.com/fixes/dynamics-365-sales.json) ### What we couldn't check - unchecked: incident history, because status.cloud.microsoft rendered only a title and tenant service health needs an admin sign-in - unchecked: whether the 30-day trial or the Power Apps Developer Plan needs a card. The trial sign-up pages we tried on Learn returned 404 - unchecked: the dollar price of a Copilot Credit, which sets the cost of MCP calls from agents built outside Copilot Studio - unchecked: the text of the Data Protection Addendum of 22 May 2026 and the subprocessor list - unchecked: CI and issue handling on microsoft/PowerPlatform-DataverseClient-Python, because GitHub's API refused us for its rate limit - When the MCP tools describe_table, list_tables and fetch were removed, and how much notice was given. The docs note the change without a date - Whether the live MCP tools set readOnlyHint or destructiveHint, and which transport the remote endpoint speaks - Whether the SLA covers Sales Premium, which the Sales section heading does not name - The lead said no Dynamics MCP docs were found. The Dataverse MCP server is documented under Power Apps and is generally available. A Sales-specific MCP page we tried returned 404 ### Sources - Dataverse Web API overview: (seen 2026-10-08) - service protection API limits: (seen 2026-10-08) - request limits and allocations: (seen 2026-10-08) - compose HTTP requests and handle errors: (seen 2026-10-08) - page results: (seen 2026-10-08) - update, delete and upsert: (seen 2026-10-08) - OAuth with Dataverse: (seen 2026-10-08) - server-to-server authentication: (seen 2026-10-08) - Dataverse MCP server and tool list: (seen 2026-10-08) - Dataverse MCP for non-Microsoft clients: (seen 2026-10-08) - configure the Dataverse MCP server: (seen 2026-10-08) - Dataverse MCP FAQ: (seen 2026-10-08) - Copilot Credit billing rates: (seen 2026-10-08) - Dynamics 365 Sales pricing: (seen 2026-10-08) - SLA for Microsoft Online Services, 1 October 2026: (seen 2026-10-08) - service health guidance: (seen 2026-10-08) - Dataverse released versions: (seen 2026-10-08) - Power Platform deprecations: (seen 2026-10-08) - Dataverse auditing: (seen 2026-10-08) - webhooks: (seen 2026-10-08) - Dataverse search: (seen 2026-10-08) - opportunity table reference: (seen 2026-10-08) - Power Apps Developer Plan: (seen 2026-10-08) - SOC 2 Type 2 scope: (seen 2026-10-08) - Product Terms for Dynamics 365: (seen 2026-10-08) - privacy statement: (seen 2026-10-08) - security.txt: (seen 2026-10-08) - Python SDK on PyPI: (seen 2026-10-08) - MCP proxy on npm: (seen 2026-10-08) - MCP registry search: (seen 2026-10-08) ## Who's behind it (provenance 90/100, checked 2026-10-08) | Check | Finding | Points | | --- | --- | --- | | Legal entity named | Microsoft Corporation | 20/20 | | Domain age | microsoft.com, registered 1991-05-02 (35 years) | 15/15 | | Endpoint on the vendor's domain | microsoft.com | 15/15 | | Terms of service | read, states 3 of the 7 things a reader expects | 6.6/10 | | Privacy policy | read, states 8 of the 8 things a reader expects, and has 1 clause that costs points | 8/10 | | Status page | status.cloud.microsoft | 10/10 | | Changelog | published | 10/10 | | security.txt | published but past its Expires date | 5/10 | Each environment's API answers on a dynamics.com host such as https://.crm.dynamics.com, a Microsoft domain. microsoft.com publishes a security.txt, but it passed its Expires date on 2026-09-23. 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. ### Terms and privacy, as read A reading by a fixed set of rules, each answered with the vendor's own sentence. Not legal advice. **Terms of service** (https://www.microsoft.com/licensing/terms/productoffering/MicrosoftDynamics365/MCA), read 2026-10-08, gives no date, states 3 of the 7 things a reader expects. - Not found in the text. Gives the date it was last updated. - Not found in the text. Names the governing law or courts. - Not found in the text. States a limit on its liability. - Not found in the text. Says how changes to the terms are announced. - Also in the text (2026-10-08). Listed products carry minimum licence quantities that must be kept up for the whole agreement term. "These minimum purchases must be maintained through agreement term." - Also in the text (2026-10-08). Copilot components powered by Azure OpenAI fall under the Privacy and Security terms, while any component powered by Bing stays under Bing terms. "The Privacy & Security terms apply to any Copilot features powered by Azure OpenAI service that are included within Microsoft Dynamics 365 Core Services or Dynamics 365 EU Data Boundary Services, except that any component powered by Bing remains subject to Bing terms." - Also in the text (2026-10-08). For voice services run on Azure Communication Services, the customer must tell users of its application when a call or meeting is recorded or transcribed. "It is your responsibility to ensure that the users of your application are notified when recording or transcription are enabled in a call or meeting." **Privacy policy** (https://privacy.microsoft.com/en-us/privacystatement), read 2026-10-08, dated 2026-09-01, states 8 of the 8 things a reader expects. - To know. Says it may use customer content to train or improve models, and no opt-out was found (costs points). "As part of our efforts to improve and develop our products, we may use your data to develop and train our AI models." - To know. Says it sells personal data or shares it for advertising. "We also disclose personal data for digital advertising purposes." - Gives the date it was last updated. Last updated 2026-09-01. - Says how long data is kept. Names a period of 7 days. - Gives a privacy contact. Names a data protection officer. - Says where data is transferred or stored. Relies on standard contractual clauses. - Also in the text (2026-10-08). For enterprise and developer products, the customer's agreement with Microsoft takes precedence over this privacy statement where the two conflict. "In the event of a conflict between our privacy statement and the terms of any agreement(s) between a customer and Microsoft for Enterprise and Developer Products, the terms of those agreement(s) will control." - Also in the text (2026-10-08). Advertisements may be chosen from the current interaction, including Copilot conversations and files shared in them. "Ads may be shown that relate to the current interaction you are having with us, such as your Copilot conversations (including files you share); your current location; transactions; product usage; search queries; or the content you’re viewing." - Also in the text (2026-10-08). Microsoft staff manually review some results of automated systems, including AI, against the source data. "For example, to build, train, and improve the accuracy of our automated systems – such as AI - we manually review some of the results against the underlying data." ## Live (updated 2026-10-08 19:38 UTC) - Vendor status page: unknown, no machine-readable status found - Watching changelog - Watching terms - Always current: https://www.anchorterminal.com/api/v1/live/dynamics-365-sales.json ## Probe metrics Not measured yet. Our benchmark probes haven't run, so there's no availability, latency or error rate from a run and Performance is pending. Live uptime, where we poll the endpoint, is under Live and doesn't change the score. ## Prices | Item | Price | Unit | Note | | --- | --- | --- | --- | | Sales Professional | $65 | per seat per month | paid yearly | | Sales Enterprise | $105 | per seat per month | paid yearly | | Sales Premium | $150 | per seat per month | paid yearly, MCP access to Dynamics 365 data not charged in Copilot Credits | Across all listings: https://www.anchorterminal.com/prices/index.md ## 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 $metadata document served by each environment behind sign-in - A person registers an app in Entra ID and a Power Platform administrator enables it. No keyless route was found - Service health for a tenant sits behind an admin sign-in, and status.cloud.microsoft showed no components or history to our reader - MCP calls from agents built outside Copilot Studio are billed in Copilot Credits unless the user holds a Premium or Microsoft 365 Copilot licence - The MCP tools describe_table, list_tables and fetch were removed and search was renamed. The notice in the docs carries no date ## Before you call it (notes for agents) 1. Send `OData-MaxVersion: 4.0`, `OData-Version: 4.0` and `Accept: application/json`, and name columns with `$select` on every read 2. Page with `Prefer: odata.maxpagesize` (up to 5,000) and follow `@odata.nextLink`. `$skip` is not supported 3. On 429, wait the seconds in Retry-After. The `x-ms-ratelimit-*` headers are for debugging, not pacing 4. Use PATCH on an alternate key to upsert, and add `If-Match: *` when an update must not create a record 5. For MCP, call `describe` for logical table and column names before `read_query`. Update any allow list that still names `describe_table`, `list_tables` or `fetch` ## Connect Install: ```bash pip install PowerPlatform-Dataverse-Client ``` First request: ```bash curl "https://$DATAVERSE_ORG.api.crm.dynamics.com/api/data/v9.2/accounts?\$select=name&\$top=5" \ -H "Authorization: Bearer $DATAVERSE_ACCESS_TOKEN" \ -H "Accept: application/json" \ -H "OData-MaxVersion: 4.0" \ -H "OData-Version: 4.0" ``` Claude Code: ```bash claude mcp add dataverse -t stdio -- npx -y @microsoft/dataverse mcp https://yourorg.crm.dynamics.com ``` MCP client configuration: ```json { "mcpServers": { "dataverse": { "args": [ "-y", "@microsoft/dataverse", "mcp", "https://yourorg.crm.dynamics.com" ], "command": "npx" } } } ``` Through letme (picks today, calling later): https://letme.dev/dynamics-365-sales. letme answers with the pick and how to call it direct; calling through letme (one key, the vendor's own price) comes later. How it works: https://www.anchorterminal.com/letme/index.md ## Similar tools Ranked by shared capabilities, then score. Same-category tools with no shared capability key are listed last. | Tool | Grade | Score | Rank | Shared capabilities | x402 | Markdown | | --- | --- | --- | --- | --- | --- | --- | | HubSpot API + MCP | BB | 71.5 | 105 | crm.records, crm.pipeline, crm.activities, crm.search, crm.webhooks | no | https://www.anchorterminal.com/tools/hubspot-mcp.md | | Zoho CRM | BB | 70.8 | 128 | crm.records, crm.pipeline, crm.activities, crm.search, crm.webhooks | no | https://www.anchorterminal.com/tools/zoho-crm.md | | Close API + MCP | B | 66.7 | 229 | crm.records, crm.pipeline, crm.activities, crm.search, crm.webhooks | no | https://www.anchorterminal.com/tools/close.md | | Twenty API + MCP | B | 65.9 | 250 | crm.records, crm.pipeline, crm.activities, crm.search, crm.webhooks | no | https://www.anchorterminal.com/tools/twenty.md | | Affinity | B | 63.4 | 311 | crm.records, crm.pipeline, crm.activities, crm.search, crm.webhooks | no | https://www.anchorterminal.com/tools/affinity.md | | Attio API + MCP | B | 63.1 | 318 | crm.records, crm.pipeline, crm.activities, crm.search, crm.webhooks | no | https://www.anchorterminal.com/tools/attio.md | ## Panel reviews (0) Reviewed by the Anchor panel (https://www.anchorterminal.com/reviewers/index.md): . Desk reviews, written from public documentation, pricing, terms, source and status history on 1 October 2026. No calls made. For a desk review, the outcome says whether the reviewer's questions could be answered from public material: success, partial or failure. How reviews work: https://www.anchorterminal.com/reviews/how-it-works.md ## Notable - The Web API is OData v4 at https://.api.crm.dynamics.com/api/data/v9.2/, and the docs say all data operations go through the same organisation service as the SDK for .NET (source: ) - Service protection limits per user and web server are 6,000 requests and 20 minutes of execution time in a five-minute sliding window, and 52 concurrent requests. 429 responses carry Retry-After (source: ) - The Dataverse MCP server is at https://{dataverseOrgName}.crm.dynamics.com/api/mcp with 15 tools, among them search_data, read_query, create_record, update_record, delete_record and describe. A preview endpoint is at /api/mcp_preview (source: ) - The MCP tools describe_table, list_tables and fetch were removed in favour of describe, and the data search tool was renamed search_data (source: ) - Since 15 December 2025, Dataverse MCP tools are charged in Copilot Credits when called by agents built outside Copilot Studio, except for holders of Dynamics 365 Premium or Microsoft 365 Copilot licences (source: ) - The SLA for Microsoft Online Services dated 1 October 2026 sets service credits of 25, 50 and 100 per cent below 99.9, 99 and 95 per cent uptime for Sales Enterprise and Professional (source: ) ## Compare - [Affinity vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/affinity-vs-dynamics-365-sales.md): B 63.4 vs B 69.7 - [Attio API + MCP vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/attio-vs-dynamics-365-sales.md): B 63.1 vs B 69.7 - [Capsule CRM vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/capsule-crm-vs-dynamics-365-sales.md): C 55.7 vs B 69.7 - [Close API + MCP vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/close-vs-dynamics-365-sales.md): B 66.7 vs B 69.7 - [Copper API vs Microsoft Dynamics 365 Sales](https://www.anchorterminal.com/compare/copper-vs-dynamics-365-sales.md): D 46.7 vs B 69.7 - [Microsoft Dynamics 365 Sales vs folk API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-folk.md): B 69.7 vs C 60.8 - [Microsoft Dynamics 365 Sales vs Freshsales API](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-freshsales.md): B 69.7 vs E 40.6 - [Microsoft Dynamics 365 Sales vs HubSpot API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-hubspot-mcp.md): B 69.7 vs BB 71.5 - [Microsoft Dynamics 365 Sales vs Nutshell](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-nutshell.md): B 69.7 vs D 49.6 - [Microsoft Dynamics 365 Sales vs Pipedrive API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-pipedrive.md): B 69.7 vs C 60.5 - [Microsoft Dynamics 365 Sales vs Salesforce API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-salesforce.md): B 69.7 vs C 60.5 - [Microsoft Dynamics 365 Sales vs Streak API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-streak.md): B 69.7 vs D 46.4 - [Microsoft Dynamics 365 Sales vs Twenty API + MCP](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-twenty.md): B 69.7 vs B 65.9 - [Microsoft Dynamics 365 Sales vs Zoho CRM](https://www.anchorterminal.com/compare/dynamics-365-sales-vs-zoho-crm.md): B 69.7 vs BB 70.8 ## Verify this listing For the vendor. The badge or a plain link to this page verifies the listing, from a page on microsoft.com or one of its subdomains, or the README of github.com/microsoft/PowerPlatform-DataverseClient-Python. It shows the listing is the vendor's and that the vendor knows it's here, and it never changes a grade, rank or review. The vendor sends the page's address to `POST https://www.anchorterminal.com/api/v1/verify` as `{"slug": "dynamics-365-sales", "url": "…"}`, or calls the `verify_listing` tool at https://www.anchorterminal.com/mcp. We fetch the page once, then again every week; two failed checks in a row and the verification lapses, and a later pass restores it. What we check: https://www.anchorterminal.com/builders/index.md#verify HTML badge: ```html Microsoft Dynamics 365 Sales on Anchor Terminal ``` Markdown badge, for a README: ```markdown [![Microsoft Dynamics 365 Sales on Anchor Terminal](https://www.anchorterminal.com/badges/dynamics-365-sales.svg)](https://www.anchorterminal.com/tools/dynamics-365-sales) ``` Plain link: ```html Microsoft Dynamics 365 Sales on Anchor Terminal ``` ## Share this listing For the vendor. Sharing assets for social media, two PNGs of 1200 × 630 that say Microsoft Dynamics 365 Sales is listed on Anchor Terminal, with the vendor's logo and this page's address and no grade or score. - Dark: https://www.anchorterminal.com/assets/share/dynamics-365-sales-dark.png - Light: https://www.anchorterminal.com/assets/share/dynamics-365-sales-light.png