Microsoft Announces New AI Sales Agents to Enhance Business Automation

Microsoft has announced two new AI-driven agents designed to automate key business functions in Dynamics 365, enhancing sales efficiency and productivity. The company plans to launch Sales Agent and Sales in public preview in May.

AI agents are autonomous software programs that leverage artificial intelligence to perform tasks by perceiving their environments, making decisions, and taking actions to achieve specific goals. They operate independently, respond to real-time changes, take proactive steps, and can interact with other agents or humans.

Optimizing sales with Sales Agent and Sales Chat

Microsoft’s new sales agents are accessible through Microsoft 365 Copilot and Copilot Chat. The sales agents in Microsoft 365 Copilot integrate with data from Microsoft 365, Salesforce, and Dynamics CRM systems. The Sales Agent is designed to enhance the efficiency of sales teams by automating various tasks. It can research potential leads, schedule meetings, and communicate with customers. This tool can also perform some basic sales tasks independently.

Similarly, Sales Chat helps sales teams automatically create documents by pulling information from CRM data, pitch decks, meetings, emails, online sources, and more. Users can access information with natural language commands like preparing for upcoming meetings, and identifying at-risk deals.

“Our ambition is to empower every employee with a Copilot and transform every business process with agents,” explained Jared Spataro, Chief Marketing Officer, AI at Work. “Today we are announcing two new agents that apply this ambition to sales – the revenue engine for every business – and can be used right in the flow of work.”

According to Microsoft, these Sales agents work with both structured and unstructured data such as CRM records and Outlook emails. Organizations can choose to fine-tune these agents to suit their specific needs.

Microsoft AI Accelerator for Sales

In addition to these new AI agents, Microsoft has also announced plans to launch a new AI Accelerator for Sales program. This new program is aimed at helping customers migrate from legacy CRM systems to AI agents and services within their organizations.

The Microsoft AI Accelerator for Sales program will provide access to pre-built and custom agents, Microsoft 365 Copilot, Dynamics 365 Sales, and AI model fine-tuning. It will be available for commercial customers on April 1.