Describe how to close customer deals in Dynamics 365
Beginner
Student
Functional Consultant
Business User
Business Owner
Dynamics 365
Sales
Microsoft Copilot
Explore how Dynamics 365 Sales AI agents and Microsoft 365 Copilot support sellers during the critical closing phase of the sales process through deal intelligence, automated coordination, risk monitoring, and team collaboration.
Learning objectives
After completing this module, you'll be able to:
- Describe how the Sales Close Research Agent uses buyer profile data and recent activity to suggest targeted talking points that accelerate the closing process.
- Explain how the Sales Close Agent in Engage mode coordinates follow-ups, schedules meetings, sets reminders, and suggests next best actions to keep deals on track toward a timely close.
- Describe how the Sales Research Agent monitors buyer sentiment and organizational changes that could affect deal timing and outcome.
- Explain how Sales in Microsoft 365 Copilot supports closing through Teams account summaries, relationship insights, and AI-generated next step suggestions.
Prerequisites
- Basic knowledge of Dynamics 365 Sales
- Familiarity with Microsoft 365 applications including Teams
- Understanding of general sales process concepts