How AI agents are enabling more efficient sales through Microsoft 365

With the continued focus of Microsoft 365 Copilot to improve productivity and creativity by leveraging AI for use cases like quickly catching up on meetings with more substantial business context, summarizing long and complex documents into relevant context, converting the written content into creative presentations, Copilot has extended the focus on embedding AI for its business application users.

The recent announcement from Microsoft brings two new AI Agents: Sales Agent and Sales Chat – to help the sales team close the deals faster.

Sales Agent

Enables your sales representative with an assistant working for them around the clock to evaluate the pipeline, enabling the personalized two-way conversation, qualifying the lead based on data available in CRM, chat summary from the email conversation, configuring the agent to respond that complies with company policy, etc. With the ability to identify the low and high-impact deals, the agent drafts the path to close the leads faster.

Sales Chat

The Sales Chat helps the sales team accelerate communication with prospects or accounts. It provides proactive next steps from CRM data available, company policies, sales process followed at the organization, meetings summary, etc.

Another cool thing about these accelerators is that they work with Microsoft Dynamics 365 CRM and Salesforce to enable the sales representative to accelerate processing more daily data and being better prepared for each prospect/account.

The AI Accelerator for Sales is an elite program Microsoft offers to help customers and leverage these agents with built-in AI capabilities. These agents may help your organization enhance the current processes using Microsoft Dynamics 365 Sales or migrate from a legacy CRM. The program AI Accelerator for Sales includes:

• Microsoft 365 Copilot as an AI assistant for every salesperson.
• Prebuilt agents like Customer Intent, Customer Knowledge Management, Case Management, Scheduling Operations
• Custom agents with Microsoft Copilot Studio to customize the Copilot in the context of business need
• Model fine-tuning includes getting support from Microsoft AI experts to tailor AI models and agents.
• Dynamics 365 Sales will manage customer accounts and drive sales from lead to close.
• White-glove engagement, working closely with Microsoft’s AI experts.

Advaiya can help you accelerate your CRM implementation journey by enabling these existing agents or developing custom agents for your unique business needs.