Microsoft Dynamics 365 Sales
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Visit| Fact | Microsoft Dynamics 365 Sales | Planisware Orchestra |
|---|---|---|
| Audience | Microsoft identifies sales leaders and executives, sales representatives and account managers, and sales operations and administrators as audiences for its sales agents. | The Orchestra product page positions the product for PMOs managing IT, product, work-management, and creative projects. |
| Founded | 1975 | 1996 |
| Headquarters | Redmond, Washington, USA | Châtillon, France |
| Integrations | Microsoft documentation lists integrations with Microsoft Teams, Exchange Online, SharePoint, and LinkedIn Sales Navigator. | Planisware lists integrations with Jira, Microsoft Azure DevOps, Broadcom Rally, Tableau, Power BI, SharePoint, and Microsoft Project. |
| 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 Orchestra brochure states that the platform is certified SOC 1/2 Type 2 and ISO 27001 for cloud operations. |
You want what its maker publishes above — check its page for the details.
It suits PMOs coordinating multiple projects and needing portfolio-level prioritization, resource planning, and reporting. The trial has eligibility requirements, including more than 20 people involved in project planning.