Microsoft said its Dynamics 365 Sales Qualification Agent and Quality Evaluation Agent are generally available with its Sales Close Agent and Sales Research Agent in public preview.
The rollout follows a blistering pace for AI agent losses in recent days. Salesforce had its Agentforce heavy Dreamforce conference, Oracle layered AI agents throughout its Fusion applications, Google launched Gemini Enterprise as an agent orchestration platform and AWS said its Bedrock AgentCore is generally available.
You could say it's an agenteriffic time in enterprise technology.
For Microsoft the general availability of its agents come as the company is evolving Dynamics 365 from a system of record to a system of action. Dynamics 365's future will revolve around agentic business applications.
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Microsoft is starting its agent parade with sales functions. Sales Agents in Dynamics 365 Sales are mapped to "jobs to be done." These jobs are encompassed in various roles such as sales development reps, sales reps and sales leaders. Here's how it breaks down:
- Sales Qualification Agent is designed to assist a sales development rep who has a goal of generating pipeline. The agent will carry out tasks such as researching leads, customer outreach, qualifying leads and ultimately converting them. Sales Qualification Agent can engage hundreds of leads at once with personalized emails and follow-ups. It also identifies customer fit and stage and routes to seller after qualification.
- Sales Close Agent will assist sales reps trying to win deals and will cover handoffs, discovering use cases, proving value and negotiating and closing deals. Sales Close Agent can also autonomously engage customers, follow long-running deals and mitigate risks and provide insights to stakeholders.
- Sales Research Agent is for sales leaders on the hook for growing revenue and optimizing the business. Managing pipeline, team account and territory planning and sales ops are core tasks. Sales Research Agent automatically generates research plans and uncovers patterns.
These agents join various offerings covering customer intent, customer knowledge management and case management in Dynamics 365 Contact Center and Customer Service.
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