Introduction: Microsoft’s New AI Sales Agents / What is Sales Chat?

00:00 Microsoft have announced two new sales agents what are they what would you use them for how are they different from each other and how does this compare with co-pilot for sales and any other questions you've got I've got you covered what we've seen is an announcement of two new sales agents which I'm going to take you through these are designed to work with either the Microsoft CRM which is Dynamics 365

00:24 sales or with Salesforce you can use these in the Microsoft 365 co-pilot or co-pilot chat experience I've got a whole other video here on co-pilot chat if you want to know more about that and this is a brand new announcement March 2025 all of what I've got in here is screenshots from the release these things are actually going to be in preview in May 2025 so if you're

00:48 interested in this make sure you subscribe and I will do live demos when I have access to live demos so let's take a look at the first one here which is the sales chat this one is designed to be an experience where you as a seller have information that's more than just your CRM so you've got all of that information about your accounts contacts

01:11 opportunities in your CRM but in reality you are working with Outlook and teams meetings and documents and files and all of those things that actually aren't in your CRM so this is a chat experience that is designed to help you be able to get answers across all of those things in one place quick quickly so this is the Microsoft 365 chat no hang on let me get this right the Microsoft 365

01:35 co-pilot chat experience this is a custom agent so this is what this agent is going to do and you might have seen something familiar to this before if you've seen some of the other agents that are going on so this is an agent that is just defined to really help you with those sales scenarios we've got some quick prompts that are sitting there and the idea is that as a seller I can come in and put prompts in that will

01:59 get me information across all of those things that are relevant to me show me an account summary from fabrian and I've actually got in here things that are coming back from my CRM here are the account highlights pipeline insights recent engagement now there's very little information about this so far so a lot of what I'm doing here is interpreting things from what's been

02:21 announced and what I know this to me looks like an agent that's been configured to have really good instructions that will understand the intent of the sell a question and be able to return this information to you in this kind of format when you ask a question like this it's actually got the citations in here the same as any of these other agent experiences so you'll see little numbers two and three there

02:44 and at the bottom it's showing you where those things came from so this is drawing information from my CRM but realistically as a seller I'm not just living in this CRM I am also doing a lot of meetings and I'm working with emails so this experience also allows you to draw on those things so this is very much the same as what you can do with the main Microsoft 365 co-pilot license

03:09 but this is now narrowed down to be more of a sales specific Focus help me prepare for a meeting and you can see that you can actually draw on other files and meetings and emails in there so results of that prompt I'm actually getting my meeting agenda and goals here are the related files this is a real winner this one this preparing for a

03:31 meeting I I work very closely with Sellers and even for me myself in my job the collating all of the information together is immensely helpful we can go a step further though because we've actually got experiences in here that allow you to get co-pilot to visualize things for you so this sales chat is able to respond with visual things as well how is my pipeline looking and then

03:55 it's actually able to generate that visual so this is using that qualifier develop proposed clothes typical sales pipeline stages and it's bringing that in there there's a lot more going on under the hood in co-pilot with these visualization so I think this is going to be quite a useful thing so that's the first one that's the sales chat I'm in that Microsoft 365 co-pilot chat

04:18 experience and getting information from not just my CRM but my documents files and meetings and that's all existing there this next one is quite different the sales agent this is actually what's called an autonomous agent so the idea here is that unlike the previous one where we were doing a chat experience this is something that's acting