{
  "id": "06-microsoft-dynamics-365-sales",
  "slug": "microsoft-dynamics-365-sales",
  "normalized_name": "microsoft dynamics 365 sales",
  "name": "Microsoft Dynamics 365 Sales",
  "vendor_url": "microsoft.com/dynamics-365",
  "category": "revops-infra",
  "what_it_does": "Microsoft's enterprise CRM for sales, built on Dataverse and the Power Platform, covering leads, opportunities, accounts and forecasting, with a first-party MCP server that lets Copilot Studio agents and other MCP clients qualify leads, research opportunities and read and write Dataverse records.",
  "ai_features": "Substantial and native: Copilot inside Dynamics writes summaries and email drafts, and Microsoft ships named agents (Sales Qualification, Sales Opportunity, Sales Research, and Sales Close in preview) that run on Copilot Credits. The MCP server is the interface that lets an outside agent reach the same data, not itself an AI feature.",
  "mcp_status": "official",
  "mcp_url": "https://agent365.svc.cloud.microsoft/mcp/environments/<EnvironmentID>/servers/msdyn_SalesMCPServer for the Sales server, plus https://<OrgURL>/api/mcp for the Dataverse server (docs: https://learn.microsoft.com/en-us/dynamics365/sales/connect-agents-to-model-context-protocol)",
  "mcp_auth": "enterprise gate. Microsoft Entra identity; the documented prerequisites are admin permissions in Dynamics 365 Sales, admin permissions in Copilot Studio, an environment-level allowance for non-Copilot-Studio MCP clients to reach the Dataverse MCP server, and enough Copilot Studio credits to cover the tool calls.",
  "api_gate": "paid - Microsoft publishes per-seat prices with a self-serve \"Buy now\" path for the two lower tiers: Dynamics 365 Sales Professional at \"$65.00 user/month, paid yearly\" and Sales Enterprise Edition at \"$105.00 user/month, paid yearly\", with Sales Premium at \"$150.00 user/month, paid yearly\" routed to \"Contact us\". The MCP path costs more than a licence, because it additionally consumes Copilot Studio credits per tool call and requires tenant admin rights the buyer may not hold.",
  "revops_role": "System of record for Microsoft-standardised enterprise sales orgs, and through MCP the point at which an external agent can read and write the pipeline directly rather than through a middleware sync.",
  "tier": "RESEARCHED",
  "last_checked": "2026-09-07",
  "sources": "https://learn.microsoft.com/en-us/dynamics365/sales/connect-agents-to-model-context-protocol, https://www.microsoft.com/en-us/dynamics-365/products/sales/pricing",
  "notes": "Verified 2026-09-07 from Microsoft Learn. The endpoints are tenant-specific templates, not a shared host, so there is nothing to probe without an environment ID and this entry carries no liveness probe result; that is a property of the design, not a gap in the research. The single most useful line for this directory's readers is in Microsoft's own prerequisites: \"Claude Desktop isn't supported at this time.\" A Microsoft-shaped MCP server that the most widely used MCP client cannot reach is the sharpest available illustration of MCP support being a spectrum rather than a yes or no. The docs give a working mcp.json example pairing both servers, and note that CRUD on Dataverse records requires connecting the Dataverse MCP server as well as the Sales one, so an agent needs two connections to do what a rep does in one screen. Copilot Credit consumption is per tool and documented in a separate Microsoft rate table, so cost scales with agent chattiness rather than with seats. 2026-09-07: the Agent 365 endpoint is per-tenant and templated (https://agent365.svc.cloud.microsoft/mcp/environments/<EnvironmentID>/servers/msdyn_SalesMCPServer), so no capability harvest can ever enumerate its tools without a customer EnvironmentID. The route itself is confirmed real (HTTP 400 with an MCP-shaped error to a probe carrying a placeholder environment id). DO NOT RE-INVESTIGATE: this entry is permanently unharvestable from outside a tenant.",
  "mcp_status_bucket": "official",
  "api_gate_bucket": "paid",
  "mcp_urls": [
    "https://agent365.svc.cloud.microsoft/mcp/environments/",
    "https://learn.microsoft.com/en-us/dynamics365/sales/connect-agents-to-model-context-protocol"
  ],
  "source_urls": [
    "https://learn.microsoft.com/en-us/dynamics365/sales/connect-agents-to-model-context-protocol",
    "https://www.microsoft.com/en-us/dynamics-365/products/sales/pricing"
  ],
  "source_annotations": [],
  "vendor_domain": "microsoft.com",
  "display_name": "Microsoft Dynamics 365 Sales",
  "docs_url": null,
  "jobs": [],
  "jobs_tagged_by": null,
  "jobs_tagged_on": null,
  "github_url": null,
  "github_stars": null,
  "github_last_commit": null,
  "github_archived": null,
  "github_fetched_on": null,
  "github_candidates": [],
  "docs_digest": null,
  "docs_last_crawled": null,
  "submission": null,
  "mcp_tools": [],
  "mcp_tool_count": 0,
  "mcp_tools_evidence": null,
  "mcp_tools_repo": null,
  "mcp_tools_repo_party": null,
  "mcp_catalog_shape": null,
  "mcp_catalog_note": null,
  "mcp_tools_fetched_on": null,
  "cli_status": "none-found",
  "cli_party": null,
  "cli_binary": null,
  "cli_install": [],
  "cli_login": null,
  "cli_commands_seen": [],
  "cli_docs_url": null,
  "cli_repo": null,
  "cli_packages": [],
  "cli_evidence": null,
  "cli_checked_on": "2026-09-27",
  "github_org": "microsoft",
  "github_org_status": "resolved",
  "github_org_url": "https://github.com/microsoft",
  "github_org_evidence": {
    "rule": "rule 3",
    "url": "search q=microsoft",
    "matched_domain": "microsoft.com",
    "via": "website",
    "detail": "account website https://opensource.microsoft.com has the vendor's domain",
    "confidence": "strong",
    "candidates_rejected": []
  },
  "github_org_repos": 148,
  "github_org_repos_mcp": 4,
  "github_org_repos_cli": 8,
  "github_org_latest_activity": "2026-09-08T16:54:17Z",
  "github_org_recent_repos": [
    {
      "name": "winget-pkgs",
      "url": "https://github.com/microsoft/winget-pkgs",
      "kind": "other",
      "description": "The Microsoft community Windows Package Manager manifest repository",
      "stars": 11059,
      "pushed_at": "2026-09-08",
      "latest_release": null
    },
    {
      "name": "aspire",
      "url": "https://github.com/microsoft/aspire",
      "kind": "other",
      "description": "Aspire is the tool for code-first, extensible, observable dev and deploy.",
      "stars": 6290,
      "pushed_at": "2026-09-08",
      "latest_release": "v13.5.3"
    },
    {
      "name": "LakeBench",
      "url": "https://github.com/microsoft/LakeBench",
      "kind": "other",
      "description": "A multi-modal Python library for benchmarking lakehouse engines and ELT scenarios, supporting both industry-standard and novel benchmarks.",
      "stars": 52,
      "pushed_at": "2026-09-08",
      "latest_release": "v1.2.0"
    },
    {
      "name": "playwright",
      "url": "https://github.com/microsoft/playwright",
      "kind": "other",
      "description": "Playwright is a framework for Web Testing and Automation. It allows testing Chromium, Firefox and WebKit with a single API.",
      "stars": 95815,
      "pushed_at": "2026-09-08",
      "latest_release": "v1.63.0"
    },
    {
      "name": "vscode",
      "url": "https://github.com/microsoft/vscode",
      "kind": "other",
      "description": "Visual Studio Code",
      "stars": 191494,
      "pushed_at": "2026-09-08",
      "latest_release": "1.136.1"
    }
  ],
  "github_org_checked_on": "2026-09-08",
  "mcp_endpoint": null,
  "mcp_docs_url": null,
  "endpoint_status": "not-probed",
  "endpoint_http_status": null,
  "endpoint_last_probed": null,
  "endpoint_wall_note": null,
  "canonical": true,
  "canonical_id": "06-microsoft-dynamics-365-sales",
  "also_listed_in": [],
  "source_file": "06-revops-infra.md",
  "source_line": 531,
  "file_index": 23,
  "category_num": "06",
  "category_slug": "revops-infra",
  "category_label": "RevOps Infra",
  "heading": "Microsoft Dynamics 365 Sales",
  "missing_schema_fields": [],
  "extra_fields": {},
  "display_rank": 114
}