In the present day, Microsoft introduced two new AI brokers, Gross sales Agent and Gross sales Chat, focusing on gross sales groups inside organizations. These new brokers will permit sellers to give attention to higher-value actions and win gross sales for his or her organizations.

The brand new Gross sales Agent can work autonomously by researching leads, establishing conferences, and reaching out to clients. For low-impact leads, Microsoft claims that Gross sales Agent may even full a sale. Gross sales Agent makes use of knowledge like value sheets from CRM and the net and Microsoft 365 knowledge resembling emails and conferences to personalize each response to the leads.

The brand new Gross sales Chat agent helps gross sales reps put together for brand new account buyer conferences with info primarily based on CRM knowledge, shows, discussions, emails, and the net. For instance, they will ask one thing like, “give me an inventory of offers which can be liable to falling by way of,” “what ought to I do know going into tomorrow’s assembly with this buyer?” or “assist me create a plan to shut this deal.”

Each new brokers can be accessible in public preview in Might 2025 for Dynamics 365 and Salesforce. These brokers may be accessed in each Microsoft 365 Copilot and Microsoft 365 Copilot Chat. The beforehand introduced Buyer Intent, Buyer Data Administration, Case Administration, Scheduling Operations, and Gross sales Order brokers for Microsoft Dynamics 365 can be accessible later this month.

Microsoft additionally introduced the AI Accelerator for Gross sales program to assist clients rework their gross sales organizations utilizing Microsoft 365 Copilot and brokers and migrate off legacy CRM system distributors. This program consists of the next:

• Microsoft 365 Copilot to empower each salesperson with an AI assistant.
• Prebuilt brokers to speed up time to worth for widespread gross sales processes, together with the Gross sales Analysis Agent, new to Microsoft Dynamics 365 Gross sales that makes use of deep analysis to assist drive strategic choices.
• Customized brokers with Microsoft Copilot Studio to automate bespoke gross sales processes.
• Mannequin fine-tuning by Microsoft AI consultants, additional tailoring AI fashions and brokers to your distinctive enterprise wants.
• Dynamics 365 Gross sales to handle buyer accounts and drive gross sales from result in shut.
• White-glove engagement, working hand in hand with Microsoft’s AI consultants.

The AI Accelerator for Gross sales program can be accessible for choose clients on April 1, 2025.