Northstar renewal $64k
Modern retail rollout $38k
1Dynamics product · Conversational CRM Automation
AI Sales Agent
Keep CRM current without pulling sellers away from customers.
Give sales teams a conversational way to capture customer activity, progress opportunities and keep CRM records current without interrupting the flow of work.
Why choose AI Sales Agent
Designed around the work, not another disconnected tool.
Create leads, opportunities and CRM updates through natural conversation while sales teams stay focused on customers.
Capture work naturally
Turn sales conversations and notes into structured customer activity.
Protect seller ownership
Prepare useful updates and actions for review rather than making hidden decisions.
Connect the sales record
Keep leads, opportunities, activities and follow-ups aligned in Microsoft Dynamics 365.
Business benefits
Practical improvement people can see.
Focus the product on a clear operational need, then measure the change in everyday work.
Less CRM administration
Reduce repetitive entry so sellers can spend more time progressing relationships.
Cleaner opportunity context
Capture the detail managers and delivery teams need before it disappears.
More consistent follow-through
Translate commitments into visible next actions with clear ownership.
Feature highlights
Focused capability, connected to your Microsoft platform.
Each capability is configured around the roles, data and controls that matter to your organisation.
Conversational capture
Turn natural sales conversations into structured leads, activities and follow ups.
Connected CRM updates
Keep customer and opportunity information aligned with your business platform.
Guided next actions
Help sellers identify practical next steps while preserving human ownership.
Governed automation
Apply business rules, permissions and traceability to agent supported work.
Product experience
Sales activity command centre
Turn conversations into visible, governed CRM action.
1Capture2Interpret3Validate4Update
Where it fits
Start with a focused operational scenario.
The product can begin with one high-value workflow and expand as the operating model and evidence support it.
After customer meetings
Structure notes, decisions and follow-ups while the conversation is still fresh.
Pipeline preparation
Surface incomplete opportunity context and prepare the next practical action.
Account handovers
Create a clearer customer history for sales, service and delivery teams.
Microsoft integrations
Connected to the ecosystem your business already trusts.
Integration is shaped around authoritative data, secure access and supportable Microsoft patterns.
Explore Microsoft technologies →
Dynamics 365 SalesConnected platform
Microsoft DataverseConnected platform
Microsoft CopilotConnected platform
Power PlatformConnected platformSupport & continuous improvement
Launch confidently. Keep the product useful.
1Dynamics supports configuration, integration, adoption, monitoring and a governed improvement backlog after go-live.
Related products
Extend the experience across connected work.
Work Management & Automation
Task Manager Agent
Turn conversations into assigned, traceable tasks and keep progress synchronised with Microsoft collaboration tools.
Explore product Field & Mobile OperationsAgent on the Go
Help field and mobile teams retrieve information, update work and report progress through a simple conversational experience.
Explore product Employee Experience & HREmployee Engagement Agent
Simplify employee support, attendance, leave and policy questions with an AI powered HR assistant.
Explore productProduct FAQs
Questions before you begin.
We shape the final solution around your process, Microsoft estate and governance requirements.
Does the agent update CRM without review?+
The workflow can be configured around your control requirements. Important updates can remain prepared for seller review before they are committed.
Which sales platform does it connect to?+
It is designed for Microsoft Dynamics 365 Sales and can connect with Dataverse, Microsoft 365 and Power Platform services.
Can it follow our sales process?+
Yes. Stages, required information, approvals and ownership rules can be aligned to your operating model.
How do we start?+
We begin with a focused sales scenario, confirm data and governance requirements, and validate the experience with a small user group.
See it in your operating context
Explore how AI Sales Agent could work for your team.
Bring us one real workflow. We will help you define the experience, connections and controls needed for a useful first release.