Dynamics 365 Sales has agents that research and qualify the leads already in your Microsoft CRM. Ocean uses contextual intelligence to find your next deal, with the reason on every account.
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Dynamics 365 SalesA CRM with agents that research, qualify and monitor your leads. A fit for enterprise teams on Microsoft.
Dynamics 365 Sales is Microsoft’s enterprise CRM. Its Sales Qualification Agent researches leads, checks them against your target customer profile and can email them, its Sales Opportunity Agent watches open deals for risk, and its Sales Research Agent answers questions over your sales data.
Deciding which companies should be in the CRM in the first place, ranked by fit learned from your won and lost deals.
Ocean is contextual intelligence for go-to-market. It reads what every company actually does from its own website, learns what good looks like from your closed-won and closed-lost deals, and ranks your whole market against it, with the reason behind each score. The ranked accounts arrive in your CRM, your rep queue or your AI agents.
What buyers weigh, grouped by the job each part does. A light blue background marks the stronger side.
| Topic | Ocean | Dynamics 365 Sales |
|---|---|---|
| Finding the right accounts | ||
| Lookalikes | Ocean is stronger here. Core of the product. Segments and models learned from your won and lost CRM deals. | The Sales Qualification Agent checks each lead against your target customer profile. It works on leads already assigned in Dynamics and doesn’t describe finding lookalike companies outside the CRM. |
| Learns your ICP from won and lost deals | Ocean is stronger here. Learned automatically from your won and lost deals. | You define target customer profile criteria for the agent, and Premium adds AI scoring models for leads and opportunities. It doesn’t describe clustering won and lost deals into segments. |
| The reason behind each account | Ocean is stronger here. Segment, score, tier and matched signals on every account and every export. | Gives each lead a research summary with background, recent opportunities and company news, an evaluation of fit and a draft outreach email. |
| Coverage beyond your CRM | Ocean is stronger here. Segments your whole market and shows win rate, deal size and cycle time for each segment. | Agents work on leads and accounts in Dynamics, chosen by criteria such as lead source, rating or geography. Partner data can be added through MCP tools. |
| Contacts and data | ||
| Contacts | Verified emails and direct phones from a waterfall across 16+ data sources. Charged only when a contact is found, and exports are free. | The contacts in your CRM. Microsoft Relationship Sales adds LinkedIn Sales Navigator, with a 10-seat minimum and quoted pricing. |
| Working your leads and pipeline | Doesn’t work your leads or inspect open deals. It decides which companies are worth working. | Dynamics 365 Sales is stronger here. Agents research and engage leads, flag risks on open opportunities from CRM, email, meetings and web research, and answer questions over your sales data. |
| Buying signals | Up-to-date signals built in-house from each company’s own teams, leaders, hiring and website. | Real-time signals from your own CRM, email and meetings, plus web research, to prioritize deals. It isn’t a company signal database. |
| Workflow and pricing | ||
| Connection to the CRM | Connects to Dynamics 365 through Ocean’s public API. Native two-way sync covers HubSpot, Salesforce, Pipedrive and Attio. | It is the CRM. It runs on Dataverse and extends through Power Platform and Copilot Studio. |
| AI agents and MCP | MCP server, public API and a chat agent on the same data and lookalike engine. | Agents built on Copilot Studio, with MCP tools from partners such as ZoomInfo available to them, and a Dataverse MCP server for agents like the Sales Development agent. |
| Security and privacy | SOC 2 Type II and GDPR, per Ocean’s own site. | Microsoft lists more than 90 compliance offerings in its Trust Center, and Power Platform Customer Lockbox protects sales data. |
| Pricing | Two ways to buy: a flat-rate plan with credits included, or a custom plan built around your deals and credit volume. | Seats of $65, $105 or $150 a user a month, paid yearly, with agent work metered in Copilot Credits. |
Dynamics 365 Sales is priced per user a month, paid yearly, with agents billed separately by Copilot Credits.
Credits past Premium’s bundle come as prepaid message packs or pay-as-you-go billing linked to a Power Platform environment, and the number of messages per event depends on its complexity. Microsoft Relationship Sales, which adds LinkedIn Sales Navigator, is quoted. Microsoft’s Sales Close Agent can no longer be created, as it was removed on October 30, 2026, and Microsoft points to the Sales Development agent instead.
A flat-rate plan with credits included, or a custom plan built around your deals.
Contacts are charged only when one is found. Exports are free.
See Ocean pricingDynamics 365 Sales works the leads and deals you have. Ocean decides which companies you should be going after in the first place.
Choose Dynamics 365 Sales if Use both ifFive steps. Most Dynamics teams keep the CRM and agents, and add Ocean to feed them better accounts.
Export closed deals from Dynamics, then run them through Ocean to learn which segments convert and how many companies in the market look like them.
Find your plan per user, your Copilot Credit balance or pay-as-you-go setup, and any agents still on the Sales Close Agent.
Connect HubSpot, Salesforce, Pipedrive or Attio. Ocean reads your closed-won and closed-lost deals to learn what a good account looks like.
Ocean proposes segments and scores, with the reason on each. Correct anything that doesn’t match how you sell.
Scores, segments and matched signals go back to your CRM, or into Apollo, Instantly or Lemlist sequences.
Expect an accuracy claim, because vendors measure it on their own samples; test find and bounce rates on your own list.
Expect a quote that grows with seats, credits and add-ons, because the entry price is the smallest line; price your real volume.
Expect rules, filters and signals you set, because a model of your own deals is not what it leads with; ask for a test on your accounts.
Expect roadmap and packaging answers to move, because ownership and plans changed recently; get commitments in writing.
Ocean is better because it tells it like it is: contextual intelligence to find your next deal, with the reason on every account.
Start using OceanThe right alternative depends on what you use Dynamics for. Here’s what each is built for and where Ocean starts.
Agentforce
HubSpot
Claudeforce
ZoomInfo
ApolloShort answers on what Dynamics 365 Sales costs, what its agents do, how Ocean compares and what to check before you buy.
Sales Professional is $65 a user a month, Enterprise $105 and Premium $150, all paid yearly. Agent work is metered in Copilot Credits, and Premium bundles 1,000.
It researches leads already in Dynamics, checks them against your target customer profile, drafts outreach and, in one mode, emails them and hands promising leads to sellers. It consumes Copilot Credits.
Its agents work on leads and accounts in the CRM, chosen by criteria you set. Partner data can come in through MCP tools. Ocean ranks the market outside your CRM and learns the ICP from your won and lost deals.
Microsoft stopped new instances on September 30, 2026 and removed existing ones on October 30, 2026, pointing customers to the Sales Development agent. Microsoft’s product pages still mention it.
Microsoft’s Agent 365 documentation lists it as a Frontier preview. A partner blog cites a notice of general availability at the end of September, so confirm the current status and your region with Microsoft.
Yes. Its agents run on Copilot Studio, where partner MCP tools such as ZoomInfo plug in, and a Dataverse MCP server lets agents like the Sales Development agent reach CRM data. Ocean has an MCP server and a public API on the same data and lookalike engine.
Yes. Ocean finds and ranks the companies that fit, and you load them into Dynamics 365 through Ocean’s public API with their reason, segment and tier. Your Dynamics agents then research and work accounts that already look like your best customers.
Ocean reads what each company does from its own website, learns from your closed-won and closed-lost deals, and returns ranked matches with the reason on each one.
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Ocean.io expands the sea into an ocean, and Scalestack is great at fishing in this vast ocean.
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Ocean.io allows us to identify lookalike companies with incredible accuracy.
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Head of Product, Surfe
