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| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | 
Apr 1, 2025 |
- | - |
Business value
As a sales leader, it can be hard to see the state of your business. You might find yourself chasing your team for updates and spending days gathering data without getting the full picture.
With the sales research agent in Dynamics 365 Sales, you can use natural language to start a dialog with your data or pick from AI-suggested topics. This dialog helps you gain a deep understanding of the sales performance of your team, territory, and product portfolio.
You can access the research workspace directly from within Dynamics 365 Sales, where you're already connected to your sales data. When you ask a research question, the agent creates a research plan. It then gathers, analyzes, and transforms data into meaningful research outputs. These outputs are tailored to your context, business domain knowledge, and deep understanding of the business data. You receive comprehensive, AI-generated research blueprints.
The sales research agent brings back not just answers but suggestions for where to go next. You can effortlessly build multibranch research journeys and zoom into any research finding to explore the output from different angles using the AI cursor, a new AI-powered, context-aware approach to engaging you in the research journey. You can even augment your research by uploading data files from external sources such as HR or e-commerce to provide additional context and richer outcomes by building a comprehensive understanding of your business.
Feature details
As a sales manager, you can:
- Create multibranch research journeys over your Dynamics 365 Sales data and augment it with any data from local files (Excel, PDF) for a comprehensive view of your business.
- Use AI-suggested, prebuilt topics that are optimized for your role to get started or ask your own questions using natural language to seek insights into complex business problems.
- Use the AI cursor to click anywhere on the canvas to start a conversation, zoom into any research finding, change a visualization, or add more data.
- Go behind the scenes to see the reasoning behind the research outcomes.
- Save your workspaces for later use, update with new data, and regenerate blueprints or new research findings.
The sales research agent is initially available as part of the AI Accelerator for Sales offer only.