Building on our previous session—From Buzz to Business Value: AI in Your Apps—this webinar explores how Artificial Intelligence (AI) is transforming Microsoft Dynamics 365 Sales. Microsoft and Sikich share key AI-driven features and agents that drive smarter sales processes with Sikich’s HEADSTART approach built-in. See what’s available out of the box and uncover how you can begin putting these powerful resources into action.
This webinar features the three new agents and offers a review of Copilot for Sales. Webinar highlights include:
- Sales Qualification Agent: AI evaluates and scores leads based on multiple data points, prioritizing high-potential opportunities to improve pipeline quality.
- Sales Close Agent: Uses AI to identify buying signals and potential objections, delivering personalized messaging and negotiation tactics.
- Sales Research Agent: AI automates lead and market research, delivering relevant customer insights faster to accelerate prospecting.
- Copilot for Sales: Features like record summarization and AI-powered email generation enhance sales productivity by providing quick overviews and personalized communication drafts.
Who should watch: Sales managers, account executives, business development professionals, and CRM administrators eager to leverage AI to optimize sales performance within Dynamics 365.
Watch now to transform your sales process with brand new AI tools in Dynamics 365! If your browser or cookie settings prevent you from viewing the video below, you may access it here.
This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.
