/cdx → M365 Copilot → scale-winning-teams
Scale Winning Teams
Part of the scenario: Sales Transformation with AI
This demo showcases how Dynamics 365 Sales and the Sales Research Agent help track team performance and progress toward goals. With AI-powered deep reasoning, the system uncovers revenue trends and identifies year-over-year gaps. Copilot-generated meeting summaries provide insights into customer conversations and KPIs. Based on these insights, sales sequences are created to scale best practices across the team. Runs in a live demo tenant with realistic data — you try the real thing, not a slide deck.
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Account Reconciliation Agent
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Acquire to Dispose
Acquire to Dispose