AI Agents for Dynamics 365 Sales

Microsoft has introduced three core agents in Dynamics 365 Sales:

• Sales Qualification Agent - acts as a digital sales representative that researches and qualifies leads.

• Sales Close Agent - monitors opportunities, highlights risks, and recommends next actions.

• Sales Research Agent - provides leadership with strategic insights across pipeline and territory performance.

We’ve gathered this whitepaper for you to get the full overview of how the sales qualification Agent, The Sales Close Agent and the Sales Research Agent work, create value, what technical perquisites are required and a step-by-step guide to introduce them.