Sales Research Agent
Ask your pipeline anything—AI research canvas with live visuals.
Sales Research Agent in Dynamics 365 Sales lets sellers and leaders solve complex business questions through a natural-language dialog with their sales data. It generates a 'research blueprint' that combines data visualizations with a written summary of findings and suggested next steps, and supports follow-up questions, visualization changes, and enrichment with additional sources such as uploaded Excel/CSV/PDF files or Microsoft Fabric Lakehouse.
What this agent does
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Answers natural-language questions over Dynamics 365 Sales data.
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Generates a research blueprint with data visualizations and a written summary.
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Suggests next steps based on findings and provided business context.
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Supports follow-up questions and changes to visualizations using natural language.
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Enriches analysis with additional sources (Excel/CSV/PDF uploads or connected data sources).
What you can expect
Measured as reduced time-to-answer leadership questions and fewer reporting escalations/ad-hoc requests.
Measured as earlier identification of at-risk deals and reduced late-stage slippage (pipeline risk flagged earlier).
Measured as reduction in manual exports/ad-hoc reports and increased self-serve analytics adoption.
Measured as time-to-insight (minutes to generate analysis/visuals) vs days with manual reporting.