Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
As an administrator, you can configure the Sales Opportunity Agent in Dynamics 365 Sales to help sales professionals gain insights and recommendations for the opportunities they're working on. The agent automatically gathers information from various sources, providing a streamlined research experience, stakeholder and competitor intelligence, and actionable risk mitigation strategies.
Prerequisites
Ensure that you meet the following prerequisites before configuring the agent.
Complete the common prerequisites applicable to all sales agents.
You have admin permissions in Dynamics 365 Sales.
You have a Copilot Studio license. Learn more in Copilot Studio licensing.
You turned on the modern UI for the Sales Hub app. Learn more in Enabling the modern look for my app and removing the toggle.
Allow the following connectors in your organization's data policies for the agent to use various knowledge sources.
Connector Why is it required? Knowledge source with public websites and data Access public data for enrichment. Microsoft Copilot Studio Core platform for building and deploying the agent. Knowledge source with SharePoint or OneDrive Required only if the agent uses internal documents on SharePoint or OneDrive. Knowledge source with documents Required only if the agent uses internal documents. Direct Line channels in Copilot Studio Required for the agent to connect to Microsoft Copilot Studio. Learn more in Manage data policies.
Plan your implementation
Before you set up the agent, consider the following:
- Pick one product line. The products should be handled by a single sales team. If your company sells multiple products through different sales teams, start with one product line.
- Define an opportunity segment. Determine the segment of opportunities for the agent to handle. For example, only opportunities that are Hot with an estimated revenue of $100,000 or more.
- Predictive scoring dependency. The agent uses the machine learning model in predictive opportunity scoring for risk assessment. If you didn't configure scoring in your environment, it's configured automatically when you start the agent.
Grant permissions to sellers
By default, the Salesperson and Sales Manager security roles have the necessary permissions. If you're using a custom security role, ensure sellers have the following minimum permissions:
| Purpose | Access level - Permissions | Entities |
|---|---|---|
| Consent to use Microsoft 365 emails for opportunity research | Basic-level - Read | prvReadconnector |
Setup the Sales Opportunity Agent
Before you set up the agent, ensure you have planned your implementation and met all prerequisites. Use the following steps to configure and start the Sales Opportunity Agent:
- Open the Sales Opportunity Agent settings page.
- Configure requirements for the agent.
- Configure the agent profile for agent such as name and language.
- Configure company info for agent to understand value proposition and curate research insights.
- Configure refresh frequency to specify how often the agent refreshes research data.
- Set selection criteria for opportunities to define which opportunities the agent should research.
- Configure importance and risk assessment to select the fields the agent uses to assess opportunity importance and risk.
- Configure knowledge sources to add public and internal knowledge sources for the agent to generate insights.
- Configure advanced settings (optional) to customize risk and importance criteria.
- Start the agent to begin researching opportunities and generating insights.