Tag: Sales Agent
Important M365 Sales Agent features coming in 2026 Wave 1 you need to know!
If you thought the 2026 Release Wave 1 story stopped at Dynamics 365, think again, because the Sales Agent (previously known as Copilot for Sales) is where things start to get really interesting. In my previous articles, I walked through what’s coming for Dynamics 365 Sales, Dynamics 365 Customer Service, and Contact Center. Those updates are powerful on their own, but they only tell part of the story. The realRead More
Conversational CRM: How to use Sales Agent in Microsoft 365 Copilot (preview)
I am sure most of you have heard of Copilot for Sales, which was announced by Microsoft in the fall of 2023. Back then you had to pay an additional fee for Copilot for Sales, but today it is available to all users who have a Microsoft 365 Copilot license. If you’re not familiar with the functionality of Copilot for Sales, let me give you some more details on this.Read More
New AI Agents to close deals faster
You might have noticed some buzz online last week when Microsoft announced three new AI-driven sales agents within Microsoft 365 Copilot and Dynamics 365 Sales. These new Agents are designed to enhance sales teams’ efficiency and effectiveness. By grounding them in CRM data, Microsoft graph and other business data , these agents will give highly personalized and context-aware responses, helping sales teams engage with prospects and customers more effectively. SinceRead More
