Sales Research Agent Dynamics 365
Sales Research Agent (the pipeline analysis agent)
The Sales Research Agent is an AI agent built into Dynamics 365 Sales.
It lets sales teams ask complex questions in natural language and get in-depth analyses based on CRM data and other internal sources (Excel, CSV, PDF, Dataverse…).
Sales Research Agent – Dynamics Sales
Model
GPT 5.2
Trigger
- Question asked in natural language
- Analysis request
- When additional data is added to the CRM
Agent type
Conversational and collaborative (semi-autonomous)
Technology
Dynamics 365 Sales
Dynamics Copilot
Sales Research Agent
The Sales Research Agent allows sales reps and managers to:
- Analyse their data quickly without technical skills,
- Get reliable, visual insights,
- Improve strategic decision-making,
- Tailor analyses in depth,
- Save a huge amount of time on research, reporting and diagnostics.
It is a true AI analyst built into the CRM, always available, able to understand natural language and provide well-reasoned conclusions.
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