Microsoft Dynamics 365 Sales
7.6#1 in supply chain management softwareAndroidiOSWebAPI
Visit| Fact | Microsoft Dynamics 365 Sales | Observe.AI Real-Time Agent Assist |
|---|---|---|
| Customization | Users can configure fields, dashboards, and views to match their organization’s sales methodology and extend sales processes with Power Platform. | Experience Designer lets teams customize real-time assist elements and simulate the expected agent experience with historical data before deployment. |
| Founded | 1975 | 2017 |
| Headquarters | Redmond, Washington, USA | Redwood City, California, USA |
| Integrations | Microsoft documentation lists integrations with Microsoft Teams, Exchange Online, SharePoint, and LinkedIn Sales Navigator. | Observe.AI says it offers 250+ integrations across systems including CRM, CCaaS, BI, knowledge management, telephony/chat, and ticketing, plus open APIs and Model Context Protocol support. |
| Security | Sales data is stored in Dataverse and, for certain features, Azure resources; Microsoft says the data can be protected with Customer Lockbox and encrypted with customer-managed keys, with conversation intelligence exceptions. | The company lists ISO 27001, PCI Level 1, HITRUST r2, and SOC 2 Type II certifications, and says it is HIPAA and EU AI Act compliant. |
You want what its maker publishes above — check its page for the details.
You want what its maker publishes above — check its page for the details.