/cdx → M365 Copilot → sales-research-agent
Sales Research Agent
Part of the scenario: Sales Transformation with AI
This demo showcases how a business leader can ask any question about the business and receive an analysis in return. The Sales Research Agent is an AI-powered business research partner in Dynamics 365 Sales, designed to fully represent the research function within an organization. It enables users to build rich research journeys—called blueprints—using simple business language. Runs in a live demo tenant with realistic data — you try the real thing, not a slide deck.
More demos in this story
6 relatedClose Deals Faster
This demo shows how sellers close deals faster using Copilot and Dynamics 365 Sales to qualify leads, personalize outreach, and move opportunities forward with less manual effort.
Copilot in Dynamics 365 Sales
This demo shows how you can utilize Copilot to summarize emails, extract key highlights, compose impactful messages, generate intelligent meeting summaries, create requested documents, and update customer records in Dynamics 365 Sales directly from Outlook and Teams.
Engage on their terms
This demo shows how Benjamin, a Marketing Manager at Contoso Coffee, leveraged Dynamics 365 Customer Insights and Copilot to launch a compelling campaign for the new self-cleaning Café A-100 Automatic Espresso Machine.
Know Your Customer
This demo shows how Dynamics 365 Customer Insights and Copilot can be used to unify, clean, and enrich customer data from across sources.
Role‑Based Sales Agent with Salesforce
This demo showcases the use of Microsoft 365 Copilot for Sales to excel at winning customer confidence and boosting productivity.
Sales Agent in Microsoft 365 Copilot
Sales Agent and Microsoft 365 Copilot help sellers stay focused, blending Microsoft 365 and CRM data to deliver meaningful, insight-rich customer meetings.