AI Agents in Dynamics 365 Sales

In our previous webinar, we demonstrated how the latest Dynamics 365 Sales agents, powered by Copilot and integrated across Microsoft 365, help organizations automate routine tasks, support sellers in real time, and strengthen decision-making throughout the sales process.

This time, we go deeper.

This session is designed for managers and decision-makers already working with Dynamics 365 who want a clear and practical understanding of what AI in Sales represents today, and how it drives value across pipeline management, qualification, and closing.

AI in Sales is no longer experimental. It is embedded directly in Dynamics 365. AI agents qualify leads, sharpen pipeline focus, structure research, identify risks and opportunities, and recommend next best actions in the sales dialogue.

We demonstrate what is already working in practice, and where leadership decisions remain critical.

• Sales Qualification Agent - Discovers, qualifies, and engages leads by researching, scoring, and recommending or performing next best actions.

• Sales Close Agent - Analyzes opportunities, identifies risks, and recommends next steps

• Sales Research Agent – Gives insight across sales data and decision guidance

Through live demonstrations, we explain what happens behind the scenes: What data is used? How are insights generated? How can you follow and assess the agent’s recommendations?

You will gain insight into:

• How CRM data is transformed into actionable insights

• How agents strengthen prioritization and momentum

• How AI integrates with your existing sales processes

• How leadership can establish the right framework for responsible adoption

The objective is to provide a clear understanding of how AI becomes an integrated part of your sales organization - strengthening performance and pipeline progression.