Microsoft Dynamics 365 Sales
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Visit| Fact | Microsoft Dynamics 365 Sales | Zelims |
|---|---|---|
| AI features | Yes | AI can read and classify emailed bills, answer questions with supporting entries, and draft routines, but a person must accept its proposals before they reach the ledger. |
| Audience | Microsoft identifies sales leaders and executives, sales representatives and account managers, and sales operations and administrators as audiences for its sales agents. | It is aimed at owner-operators with several companies and the bookkeepers and accountants who work in their books. |
| Integrations | Microsoft documentation lists integrations with Microsoft Teams, Exchange Online, SharePoint, and LinkedIn Sales Navigator. | The site names QuickBooks and Zoho as examples of systems from which users can bring a closing trial balance. |
| Product | Dynamics 365 Sales is a CRM solution that helps sales teams close deals and improve team productivity. | Zelims is double-entry accounting software for people who own more than one company, with separate company books and a consolidated group view. |
| 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 trust page says workspace data is isolated with PostgreSQL row-level security and reports 99 row-security policies plus invoker-mode views. |
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.