Summary
With Dynamics 365 Sales, your organization can build an AI-powered sales operation that's always informed, always engaged, and always moving forward. Sellers get the insights and tools they need to focus on what matters most: the relationships and conversations that win deals.
Throughout this module, you learned how to get started with Dynamics 365 Sales as an AI-powered sales solution. You also learned about the following concepts:
The different Dynamics 365 Sales product offerings and how to choose the right one for your organization's needs.
How to design an AI-driven sales strategy, including how agents and Copilot support every stage of the sales lifecycle — from lead qualification through opportunity management to deal closure.
How to navigate the Sales application, including how to access the Copilot pane, find agent results in the Leads and Opportunities areas, and use the app bar to work efficiently.
How to manage customers using accounts and contacts, and how to use Copilot to research accounts, prepare for meetings, and stay current on customer news.
How Copilot in Dynamics 365 Sales helps sellers stay productive with record summaries, email assistance, meeting preparation, and more.
How autonomous agents — including the Sales Qualification Agent, Sales Opportunity Agent, Sales Close Agent, and Sales Research Agent — handle multi-step tasks and surface insights to help sellers close more deals.