Microsoft Sales AI Agents

Microsoft Agent 365

Lives in Microsoft Teams

Sales Development Agent

Frontier Program

Sales Development Rep Sales Leader

Outbound emails Prospect sequencing Reply handling Lead qualification Seller handoff

Sales Development Agent documentation Sales Development Agent demo (YouTube)

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Dynamics 365 Sales

Lives inside Dynamics 365, works on lead and opportunity records

Sales Qualification Agent

Generally Available

Sales Development Rep Sales Rep

Lead research Profile scoring Outreach drafting Auto-engagement BANT evaluation

Sales Qualification Agent overview Work on leads as a seller

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Sales Opportunity Agent

Generally Available

Sales Rep Sales Leader

Deal briefing Risk detection Stakeholder mapping Competitor intel Meeting synthesis

Sales Opportunity Agent overview Work on opportunities as a seller

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Sales Close Agent

Preview

Sales Rep

Customer engagement Objection handling Product recommendations Autonomous follow-up

Sales Close Agent overview How the agent closes deals Sales Close Agent demo (YouTube)

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AI-powered Data Enrichment

Preview

Sales Rep Sales Leader

Email scanning Field suggestions Auto-update records Pipeline accuracy

AI-powered Data Enrichment overview Review and approve field suggestions

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Sales Research Agent

Preview

Sales Leader

Natural language queries Pipeline analysis Revenue insights Data visualisation

Sales Research Agent overview Analyse your pipeline and revenue

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Microsoft 365 Copilot

Lives in Outlook, Teams & Copilot

Sales Agent

Preview

All Sales Roles

CRM queries Account summaries Meeting catch-up Cross-app search

Sales Agent overview (Microsoft Learn) Copilot for Sales adoption hub Adoption success kit

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Lead Research & Outreach

Preview

Sales Development Rep Sales Rep

Company research Decision-maker check News & context Personalised email

Lead Research & Outreach overview Set up Lead Research & Outreach

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