Roundtable: AI Agents in Dynamics 365 Sales
What leaders actually need to know
Reserve your spot and join the roundtable discussion about how AI agents in Dynamics 365 help sales and service teams work faster and smarter.
What we'll cover
AI is changing sales. Not as a vision, but in day-to-day processes, decisions, and priorities.
The question is no longer if AI will play a role in sales, but how it should be applied with control and measurable effect.
This roundtable is for commercial and digital decision-makers who want a clear understanding of what Microsoft’s AI Agents in Dynamics 365 Sales can do today, and what it takes to use them in practice.
Together with specialists from Context&, we walk through the fundamentals of Sales Agents: what they are, how they work, and where they create value in a modern sales organisation.
No technical background is required. The session is designed for leaders who want clarity, not complexity.
What you will gain
In the roundtable, we introduce three core agents:
Sales Qualification Agent
Supports lead research, initial outreach, and qualification, enabling scale early in the pipeline.
Sales Close Agent
Helps sales teams identify risks, recommend next actions, and handle simpler deal closures where appropriate.
Sales Research Agent
Provides leaders with fast, data-driven answers to questions about pipeline health, performance, and bottlenecks.
The agents align with familiar sales roles and reduce manual effort where it makes sense, with human oversight built in.
Why join
This is a roundtable discussion, not a demo-heavy webinar.
You will get:
A clear introduction to AI Agents in Dynamics 365 Sales
Insight into where organisations realistically start
Examples across the full sales flow
A practical discussion on governance and accountability
A realistic view of what Sales Agents can deliver today
Who it's for
Leaders responsible for:
Sales and commercial performance
Revenue and pipeline management
Digital transformation and CRM
IT and business applications
Why now
AI Agents have moved from concept to real life.
Data foundations, models, and native integration in Microsoft’s sales platform are now mature enough to support controlled, practical use.
This roundtable helps you understand the opportunity and the concrete steps required to prepare your organisation for AI-supported sales in 2026.
