Top Features 

1. Intelligent meeting preparation with CRM insights – fully automated 

With this innovative capability, every customer meeting is automatically linked to the correct CRM record, such as an opportunity or account. Thanks to intelligent AI recognition, you have immediate access to relevant CRM insights before the meeting—without any manual actions or extra steps.

This ensures you always enter the conversation well prepared, with the right context at your fingertips.

For sellers, this means less administrative work and more time for what truly matters: meaningful customer conversations and closing deals. The solution automatically identifies the most relevant relationship based on existing CRM data and meeting information, and immediately surfaces the appropriate insights to support the conversation. 

For organizations, this automatic linking results in more consistent and reliable data. Because meetings are connected to CRM records by default — without relying on user discipline — a more complete picture of customer interactions and sales activities emerges. This leads to better reporting, more accurate forecasts, and more effective team management. 

In short: less manual work, better preparation, and more impact in every customer conversation. 

2. Get more value from your sales data with the intelligent Sales agent chat experience 

Sales agent chat makes the daily work of sales professionals simpler and more effective. Instead of searching across multiple applications (CRM, Teams, emails), users can ask questions in natural language and instantly receive answers about customers, opportunities, and previous interactions. 

Preparing for customer meetings takes less time and is supported by richer insights, such as open action items, recent conversations, and deal risks. This improves the quality of discussions and helps users identify and capitalize on opportunities more quickly. 

For administrators, Sales agent provides control and flexibility. They determine which users have access, which CRM data is available, and how company-specific terminology and customizations are applied. In addition, Sales agent can be extended with custom data sources and Copilot Studio agents, ensuring alignment with existing architecture and governance. 

This makes AI secure, manageable, and scalable across the organization. 

In short: Sales agent chat brings information, insights, and action together in a single conversational experience—driving higher productivity, better customer interactions, and greater control over the sales process. 

What’s in it for you? 

Sellers 

Intelligent meeting preparation enables: 

• Always entering meetings well prepared, with the right context readily available.
• Less administration and more time for what really matters: valuable customer conversations and closing deals. 

Sales agent chat makes daily work simpler and more effective: 

• Faster preparation for customer meetings with deeper insights.
• Higher-quality conversations and quicker identification of opportunities. 

Sales managers 

• Automatic tracking results in more consistent and reliable data.
• A more complete view of customer interactions and sales activities.
• Better reporting, more accurate forecasts, and more effective team leadership. 

Administrators 

• Full control over user access, available data, and the application of company-specific terminology and customizations.
• The ability to extend Sales agent with custom data sources and Copilot Studio agents. 

Why act now? 

The solution is available immediately, requires no complex configuration, and integrates seamlessly with existing CRM systems such as Dynamics 365. Thanks to AI-driven soft linking, users remain fully in control, while data quality continuously improves through feedback.

If you are looking for higher productivity, better customer interactions, and greater control over the sales process, Sales agent chat is a highly valuable solution that can be deployed quickly.