Introducing the Sales Research Agent in Dynamics 365
Sales insights often reside across multiple systems, making it harder for sales professionals to get answers to decision-making questions quickly. This video shows how the Sales Research Agent brings data together using natural language to deliver quick answers. Watch the video to see how you can speed up research and improve sales decisions.
What is the Sales Research Agent in Dynamics 365?
The Sales Research Agent in Microsoft Dynamics 365 is an AI-powered assistant designed to help sales teams answer complex, cross-domain business questions. It uses deep reasoning over your enterprise data to surface insights that would be time-consuming to gather manually.
Instead of running multiple reports or switching between systems, your team can ask the agent questions in natural language—just like you would ask a colleague. The agent then pulls together information from across your business systems to provide a clear, contextual answer that supports sales research and decision-making.
How does the Sales Research Agent use our data?
The Sales Research Agent is built to work across your existing enterprise data, not just a single CRM record or report. It applies AI-driven reasoning to information stored in Dynamics 365 and other connected systems so it can respond to more complex, cross-domain questions.
You can also extend its reach by adding data from external sources such as HR systems and e-commerce platforms. For example, you might combine sales pipeline data with HR staffing information or online transaction data. This gives the agent higher-fidelity inputs, so the answers it provides are more complete and more relevant to how your business actually operates.
How do sales teams interact with the Sales Research Agent?
Sales teams interact with the Sales Research Agent using natural language, so there’s no need to learn a new query language or complex interface. Team members simply type or speak questions in everyday business terms—for example, asking about performance in a specific segment, region, or product line.
The agent then interprets the question, pulls data from Dynamics 365 and any connected sources (such as HR or e-commerce systems), and returns a rich, contextual answer. This helps sales professionals reimagine how they do research: instead of manually compiling data from multiple tools, they can rely on the agent to bring the right information together quickly, freeing up more time for customer conversations and strategic planning.
Introducing the Sales Research Agent in Dynamics 365
published by Weston Technology Group, LLC.
Our Vision
Our vision is to provide affordably priced services that allow small and medium-sized businesses to leverage state-of-the-art cloud technologies. In turn, this allows our clients to gain a competitive advantage in their industry and scale with the natural peaks and valleys of business. We're driven by the philosophy that if we help business leaders solve their IT problems so they can become more profitable, productive, and successful, then we will inherently grow along with them.
Reasons
- Rapid Response – Emergency response time is one hour or less guaranteed. We can log in to your PC or server remotely and resolve many issues immediately without the wait for a technician to travel to your location.
- Reputable - WTG has been around since 2004, a respected leader in the community and the industry.
- Experienced - We hire only seasoned, professional technicians with at least 5-10 years experience and usually many more.
- Business Savvy - We design, implement and manage technology solutions from a thorough understanding of the business benefit for your company.
- Proactive – Our service philosophy is proactive, not reactive. With state-of-the-art network monitoring and management, we manage your network 24/7 to identify issues and address them BEFORE they become problems, rather than putting out fires.
- Comprehensive Project Management – Our extensive experience managing all types of complex projects means we will handle every detail and coordinate all vendors so you can rest assured that your project will be completed on time and on budget.
- No Geek Speak – You deserve to have your questions answered in plain English. Our technicians will clearly explain what is happening so you understand.
Sign in with LinkedIn