The Positioning
Wave 1 frames Sales Agent as where sellers start their day. Ask in natural language: ‘Which deals are at risk this week?’ or ‘Draft a follow-up for the Acme meeting.’ The agent pulls from CRM, Outlook, and Teams to answer.
Data Sources
The agent reads across Dynamics 365 Sales, Microsoft 365 email and calendar, Teams meeting recaps. Signals correlate — a deal that hasn’t had rep outreach in 10 days plus declining engagement flags for attention.
Mobile and In-Context
Mobile-first experiences — agent guidance in the field, not just at the desk. In-context experiences embed Sales Agent into Outlook, Teams, Dynamics forms. Rep doesn’t switch apps to ask.
Rollout Strategy
Enable for a pilot sales team first. Measure: time-to-first-touch on new leads, response velocity, forecast accuracy. Expand based on measured lift; not every rep needs the full agent from day one.