{
 "categories": [
  "crm",
  "sales"
 ],
 "deployment": "saas",
 "evidence": [
  {
   "date": "2026-08-16",
   "fact": "homepage",
   "note": "Microsoft presents Dynamics 365 Sales as its current sales-force automation, insight, customization, mobile, and agentic sales product.",
   "source": "https://www.microsoft.com/en-us/dynamics-365/products/sales",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "platforms",
   "note": "Sales Hub and Sales Professional are web-based Power Apps model-driven applications, and Microsoft provides Dynamics 365 Sales applications for iOS and Android.",
   "source": "https://learn.microsoft.com/en-us/dynamics365/sales/system-requirements-for-sales-apps",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "license",
   "note": "Dynamics 365 Sales is sold through paid Professional, Enterprise, Premium, and Relationship Sales licenses with feature and agent-capacity differences.",
   "source": "https://www.microsoft.com/en-us/dynamics-365/products/sales/pricing",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.api.exists",
   "note": "Microsoft documents Dynamics 365 Sales tables and actions as programmatically available through the Dataverse Web API and standard model-driven-app extensibility.",
   "source": "https://learn.microsoft.com/en-us/dynamics365/sales/developer/developer-guide",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.api.kinds[0]",
   "note": "The Dataverse Web API exposes Sales data and metadata through RESTful GET, POST, PATCH, DELETE, functions, and actions.",
   "source": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.api.kinds[1]",
   "note": "The Web API implements the OASIS OData v4 standard for rich queries, metadata, relationships, batch operations, and named functions and actions.",
   "source": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.api.kinds[2]",
   "note": "Dataverse provides a read-only Tabular Data Stream endpoint using a supported subset of Transact-SQL for analytical queries.",
   "source": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/work-with-data",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.api.auth[0]",
   "note": "Dataverse Web API clients use Microsoft Entra OAuth, including interactive browser or device-code access for delegated users.",
   "source": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/authenticate-web-api",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.api.auth[1]",
   "note": "Unattended services can use a registered Entra application and Dataverse application user with assigned security roles, client secrets, or certificates.",
   "source": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/use-single-tenant-server-server-authentication",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.api.coverage",
   "note": "Sales tables and actions cover leads, opportunities, competitors, quotes, orders, invoices, products, campaigns, goals, forecasting, pricing, and sales insights, while Dataverse adds full data, metadata, search, file, and lifecycle operations.",
   "source": "https://learn.microsoft.com/en-us/dynamics365/sales/developer/developer-guide",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.sdk",
   "note": "Microsoft publishes Dataverse SDKs for .NET and Python as supported alternatives to direct Web API calls.",
   "source": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/work-with-data",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.sdk.languages",
   "note": "Microsoft recommends the Dataverse ServiceClient SDK for C# and a native Python SDK for Python data and automation workflows.",
   "source": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/work-with-data",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.mcp",
   "note": "Microsoft's generally available remote Dataverse MCP server exposes governed search, schema, SQL-read, record and table CRUD, file, and skill tools for Dynamics 365 data.",
   "source": "https://learn.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-mcp",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.integrations.power_automate",
   "note": "Microsoft's premium Dataverse connector supports row CRUD, relationships, files, bound and unbound actions, transactional changesets, and row, selection, flow-step, or business-event triggers.",
   "source": "https://learn.microsoft.com/en-us/connectors/commondataserviceforapps/",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.cli.exists",
   "note": "Microsoft Power Platform CLI has command groups for authentication, environments, Dataverse data, applications, model-driven apps, plug-ins, packages, pipelines, and solution projects.",
   "source": "https://learn.microsoft.com/en-us/power-platform/developer/cli/reference/",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.extensibility.scripting",
   "note": "Dynamics 365 Sales is composed and extended through Dataverse solutions containing model-driven apps, tables, plug-ins, custom APIs, workflows, and other versioned components.",
   "source": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/introduction-solutions",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.extensibility.webhooks",
   "note": "The Dataverse event framework and first-party connector deliver webhook-backed triggers for filtered row creation, modification, deletion, selection, and completed business actions.",
   "source": "https://learn.microsoft.com/en-us/connectors/commondataserviceforapps/",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.data_access.export",
   "note": "Sales supports governed data export to Excel, while Dataverse APIs and SQL expose JSON and read-only tabular results and solutions export customizations as portable packages.",
   "source": "https://learn.microsoft.com/en-us/dynamics365/sales/user-guide",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "modalities.data_access.import",
   "note": "Sales supports guided data import, Dataverse APIs create and update structured records and files, and Power Platform solutions import versioned customizations.",
   "source": "https://learn.microsoft.com/en-us/dynamics365/sales/user-guide",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "verdict.scores.api",
   "note": "Dataverse provides unusually complete, mature, structured, read-write, metadata-aware, batch, function, action, event, SDK, and ALM coverage; service protection limits and the ability to bypass UI invariants require explicit safety controls.",
   "source": "https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/overview",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "verdict.scores.mcp",
   "note": "The generally available Dataverse MCP server offers broad governed data, schema, SQL, file, and CRUD tools with role and row security and destructive confirmations; tenant enablement, allowed-client policy, credit billing, and preview-only Sales-specific tools keep it below perfect.",
   "source": "https://learn.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-mcp",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "verdict.scores.integrations",
   "note": "The first-party premium connector covers broad transactional data, relationship, file, action, and event workflows across Power Automate, Power Apps, and Copilot Studio; licensing, run identity, environment state, and connector limits still require governance.",
   "source": "https://learn.microsoft.com/en-us/connectors/commondataserviceforapps/",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "verdict.scores.cli",
   "note": "The official CLI covers broad platform administration, authentication, data transfer, applications, model-driven apps, plug-ins, packages, pipelines, and solution ALM, but direct day-to-day Sales business operations remain better served by API, connector, or MCP.",
   "source": "https://learn.microsoft.com/en-us/power-platform/developer/cli/reference/",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "freshness.watch[0].url",
   "note": "Opened and verified as the current generally available Dataverse MCP tool, client, billing, and endpoint reference.",
   "source": "https://learn.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-mcp",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "freshness.watch[1].url",
   "note": "Opened and verified as the current Sales-specific MCP endpoint, prerequisite, client, and capability reference.",
   "source": "https://learn.microsoft.com/en-us/dynamics365/sales/connect-to-model-context-protocol-sales",
   "tier": "declared"
  },
  {
   "date": "2026-08-16",
   "fact": "freshness.watch[2].url",
   "note": "Opened and verified as the current Power Platform CLI command-group reference.",
   "source": "https://learn.microsoft.com/en-us/power-platform/developer/cli/reference/",
   "tier": "declared"
  }
 ],
 "freshness": {
  "last_verified": "2026-08-16",
  "volatility": "high",
  "watch": [
   {
    "type": "docs",
    "url": "https://learn.microsoft.com/en-us/power-apps/maker/data-platform/data-platform-mcp"
   },
   {
    "type": "docs",
    "url": "https://learn.microsoft.com/en-us/dynamics365/sales/connect-to-model-context-protocol-sales"
   },
   {
    "type": "docs",
    "url": "https://learn.microsoft.com/en-us/power-platform/developer/cli/reference/"
   }
  ]
 },
 "homepage": "https://www.microsoft.com/en-us/dynamics-365/products/sales",
 "id": "dynamics-365-sales",
 "license": "commercial",
 "modalities": {
  "agent_docs": {
   "llms_txt": "unknown"
  },
  "api": {
   "auth": [
    "oauth2-delegated",
    "service-principal"
   ],
   "coverage": "full",
   "docs": "https://learn.microsoft.com/en-us/dynamics365/sales/developer/developer-guide",
   "exists": true,
   "kinds": [
    "rest",
    "odata",
    "sql"
   ]
  },
  "cli": {
   "exists": true
  },
  "computer_use": {
   "issues": [],
   "viability": "unknown"
  },
  "data_access": {
   "export": [
    "odata-json",
    "dataverse-sql",
    "csv",
    "excel",
    "solution-zip"
   ],
   "import": [
    "odata-json",
    "csv",
    "excel",
    "solution-zip"
   ]
  },
  "extensibility": {
   "scripting": [
    "dataverse-web-api",
    "dataverse-sdk",
    "plugins",
    "custom-apis",
    "power-platform-cli",
    "solutions"
   ],
   "webhooks": true
  },
  "integrations": {
   "make": "unknown",
   "n8n": "unknown",
   "power_automate": true,
   "zapier": "unknown"
  },
  "mcp": {
   "first_party": true,
   "third_party": [],
   "verdict": "official"
  },
  "rpa": {
   "drivability": "unknown",
   "notes": "No repeatable UI probe was run. Dataverse Web API, SDKs, MCP, Power Automate, webhooks, plug-ins, solutions, and Power Platform CLI provide supported automation paths without controlling Sales Hub or mobile UI.",
   "ui_stack": [
    "web-dom",
    "mobile-native"
   ],
   "vendor_support": []
  },
  "sdk": {
   "exists": true,
   "languages": [
    "csharp",
    "python"
   ],
   "official": true
  }
 },
 "name": "Microsoft Dynamics 365 Sales",
 "platforms": [
  "web",
  "windows",
  "macos",
  "ios",
  "android"
 ],
 "related": {
  "alternatives": [
   "salesforce-sales-cloud",
   "hubspot",
   "pipedrive"
  ],
  "our_products": []
 },
 "schema_version": 1,
 "score_version": 1,
 "status": "active",
 "vendor": "Microsoft",
 "verdict": {
  "best_path": "api",
  "scores": {
   "api": 9,
   "cli": 8,
   "computer_use": null,
   "integrations": 9,
   "mcp": 9,
   "overall": 9,
   "rpa": null
  },
  "summary": "Dynamics 365 Sales runs on Microsoft Dataverse and inherits its mature automation model. The OData v4 Web API performs CRUD, metadata, search, functions, actions, batch, file, relationship, and solution-aware operations against standard and customized Sales tables. Sales-specific references cover leads, opportunities, competitors, quotes, orders, invoices, product catalogs, campaigns, goals, forecasting, pricing, and sales-insight actions. Microsoft Entra OAuth supports delegated users and service-principal application users with assigned Dataverse security roles. Microsoft publishes .NET and Python SDKs with bulk, transactional, retry, query, metadata, file, and relationship support. The Power Platform CLI manages authentication, environments, Dataverse data, applications, model-driven apps, plug-ins, packages, pipelines, and solution projects. Solutions, plug-ins, custom APIs, event handlers, and webhooks make the platform deeply extensible, but direct API writes can bypass UI read-only presentation and must preserve Sales business rules in a development environment first. The premium Dataverse connector supports row CRUD, relationships, files, bound and unbound actions, transactional changesets, and filtered row or business event triggers. Dataverse's generally available first-party MCP server adds search, schema discovery, SQL reads, record and table CRUD, files, and skills under existing role and row-level security; destructive tools require explicit approval. It supports Microsoft and non-Microsoft clients, but tenant administrators must enable allowed clients and external-agent calls can consume Copilot credits unless qualifying licenses apply. A separate Dynamics 365 Sales MCP server adds qualification, opportunity, insight, and drafting tools, but that Sales-specific connector remains preview and has a narrower client matrix. Repeatable computer-use viability was not established.\n"
 }
}