/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.
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.