Empower your sales team with AI agents: a practical guide
According to the latest Microsoft Work Trend Index, 80% of workers globally say they lack the time or energy to do their jobs. If you work in sales, this may sound familiar. In other words, more targets, more tools and more admin can mean less time for selling.
While AI is rapidly reshaping how we work, many sellers still spend too much of their day on manual tasks. Typical examples include updating CRM records, writing follow-up emails and preparing for meetings.
That’s exactly where Microsoft sales agents come in.
By helping you focus on what matters most – building relationships and closing deals – our AI-powered assistants take care of the repetitive, time-consuming work behind the scenes.
What are sales agents?
Sales agents are intelligent, role-based AI assistants that work across Microsoft 365 and your CRM, whether that’s Dynamics 365 or Salesforce. For example, Microsoft Sales Agent and Sales Chat can support and empower sellers in different ways, including:
- Drafting personalised emails and meeting summaries
- Qualifying leads and prioritising your pipeline
- Keeping CRM records up to date automatically
- Surfacing insights and next-best actions in real time
What’s more, these solutions aren’t just assistive. They can work autonomously, engaging leads 24/7 and passing warm opportunities to you when it’s time to close. For lower-impact leads, they can even complete a sale.
With Copilot, agents and human expertise working hand in hand, sales teams are empowered to unlock new opportunities for profitability and growth.
Reimagine your sales day: watch role-based demos
To show how AI-powered agents can transform your workflow, we’ve created five bite-size videos, including “day in the life” pieces focusing on specific sales roles.
Why not start with the demo that fits your role and see what’s possible?
🎥 Demo 1: How to Empower Your Sales Team with AI Agents
An introduction to how Sales Agent and Sales Chat work together to streamline sales operations.
🎥 Demo 2: A Day in the Life of a Relationship Manager with AI
See how Sales Chat helps you stay informed and personalise customer engagement.
🎥 Demo 3: A Day in the Life of a Velocity Seller with AI
Watch how Sales Agent helps you qualify leads, automate outreach, and stay focused on high-value deals.
🎥 Demo 4: A Day in the Life of a Sales Leader with AI
Discover how Sales Research Agent helps you optimise team performance and drive revenue.
🎥 Demo 5: Get Started with Sales Agents
Explore the benefits of enhancing sales productivity and efficiency today by integrating AI-powered platforms into your workflow.
Dive deeper into seamless, agent-supported sales journeys
To explore more, watch Microsoft Discovery Hour: The Autonomous Customer Experience on-demand, which includes highlights from our Customer Experience Reimagined UK event. You’ll hear from product and strategy experts how sales agents are already helping organisations deliver more personalised, proactive and scalable customer experiences.
Access sales agents today
Our agents are now generally available. To access them in Microsoft 365 Copilot and Microsoft 365 Copilot Chat, just follow these steps:
- Open your Microsoft 365 Copilot app.
- Navigate to Chat > Agents.
- Use the dropdown to browse pre-installed agents or select All agents to explore the Agent Store.
- Select the Sales Agent, then click Add or Open.
- You can now interact with the agent using prompts in the Message Copilot box.
Remember, these solutions work with both Microsoft Dynamics 365 and Salesforce. That means you can nurture and close deals without even opening your CRM. You can also fine-tune them to connect to all your business data, ensuring accurate, actionable responses.
It’s selling, made seamless – so you can spend more time with customers, and less time with systems.
Find out more
Read Microsoft’s announcement about sales agents
Watch Microsoft Discovery Hour: The Autonomous Customer Experience
Explore the sales agents in Microsoft 365 Copilot and Copilot Chat
Read the e-book: AI + CX: Your guide to marketing, sales and service transformation
