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.
[This article is prerelease documentation and is subject to change.]
Closing deals in today’s dynamic environment requires more than strong selling skills—it demands trust-building, relationship management, and agility to respond to rapid changes in customer interactions, team updates, and competitive moves. Dynamics 365 Sales introduces AI-powered agents to simplify and optimize this process.
Important
- This is a preview feature.
- Preview features aren’t meant for production use and might have restricted functionality. These features are subject to supplemental terms of use, and are available before an official release so that customers can get early access and provide feedback.
How does the Sales Close Agent help you?
Managing deals effectively requires timely insights and efficient execution. Designed for high-velocity, low-complexity deals, this agent automates the sales process end-to-end.
Note
The Sales Close Agent applies to Accounts, Contacts, Leads, and Opportunities entities.
It enables you to:
- Automate customer engagement: The agent proactively reaches out to potential customers, providing personalized communication based on predefined templates and customer data. This ensures timely follow-ups and consistent engagement without manual intervention.
- Guide customers through the funnel: The agent assists customers in navigating the sales process, from initial interest to final purchase. It can recommend products, answer common questions, and address objections, helping to move deals forward efficiently.
- Ensure compliance and accuracy: By leveraging a well-defined product catalog and pricing information, the agent ensures that all customer interactions are compliant with organizational policies and that product recommendations are accurate.
- Leverage customizable playbooks: Organizations can tailor the agent's behavior using customizable playbooks, allowing them to align the agent's actions with their specific sales strategies and messaging.
Capacity usage
The Sales Close Agent uses the capacity assigned to your tenant to process records and communicate with customers. You can set up either prepaid capacity or pay-as-you-go capacity for the agent. Use the following resources to learn more about setting up capacity and monitoring usage:
Responsible AI
Sales Close Agent is built with responsible AI principles in mind. The agent has been carefully evaluated to ensure that it meets quality standards and is designed to be used as a productivity tool. For more information about the agent's responsible AI practices, see FAQs about Sales Close Agent.
How to set up and use the agents
Depending on your role, use the following links to configure and use the Sales Close Agents: