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.
Last updated 2026-07-20
Duration
10 minutes
Recommended Role
Industry
Licensing
Copilot for Microsoft 365
Audience
Products
Solution Area
AI Business Solutions
Solution Play
Demo type
Simulated Experience
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No available assets
No applicable resources