Uploaded July 2026 | Updated September 2026, 2 weeks ago
How do you get AI to qualify a new lead and move an active deal forward — grounded in your own CRM? In Dynamics 365, the Sales Qualification Agent takes a new lead, researches the company externally, combines it with what's already in your CRM, and hands you a qualified summary with recommended next steps. In parallel, the Sales Opportunity Agent works your active deals — researching the account, surfacing buying signals and risks, and adding deeper insights on stakeholders and competitors, then recommending the next steps to advance the deal.
▶ Full episode: youtu.be/wGBHAclqhG8
▶ Get started: https://aka.ms/AgenticCXPlatform
#Dynamics365 #MicrosoftCopilot #Dynamics365Sales #CRM #AIAgents
How do you get AI to qualify a new lead and move an active deal forward — grounded in your own CRM? In Dynamics 365, the Sales Qualification Agent takes a new lead, researches the company externally, combines it with what's already in your CRM, and hands you a qualified summary with recommended next steps. In parallel, the Sales Opportunity Agent works your active deals — researching the account, surfacing buying signals and risks, and adding deeper insights on stakeholders and competitors, then recommending the next steps to advance the deal.
▶ Full episode: youtu.be/wGBHAclqhG8
▶ Get started: https://aka.ms/AgenticCXPlatform
#Dynamics365 #MicrosoftCopilot #Dynamics365Sales #CRM #AIAgents
