Microsoft brings agentic sales to Dynamics 365: what sellers can use right now
Microsoft announced general availability for Dynamics 365 Sales Qualification Agent and Quality Evaluation Agent, with Sales Close Agent and Sales Research Agent in public preview. The message is clear: Dynamics 365 is moving from a system of record to a system of action, with agents that do real work for your team.
This push lands amid a flurry of AI agent launches across the industry. Salesforce rolled out Agentforce, Oracle infused agents across Fusion apps, Google introduced Gemini for enterprise agent orchestration, and AWS made Bedrock AgentCore generally available. It's an agenteriffic moment for sales tech.
What's shipping and what it does
Here's how Microsoft is sequencing its sales agents. Two are generally available; two are in preview. They're mapped to real sales jobs and measurable outcomes.
- Sales Qualification Agent (GA): Built for SDRs to generate pipeline. It researches leads, runs outreach, qualifies at scale with personalized emails and follow-ups, identifies fit and stage, and hands off to a seller once qualified.
- Sales Close Agent (Public Preview): Supports AEs through discovery, proving value, negotiation, and closing. It can autonomously engage customers, track long-running deals, flag risks, and brief stakeholders.
- Sales Research Agent (Public Preview): Helps sales leaders grow revenue and tune the machine. It creates research plans, surfaces patterns across pipeline, and aids territory, account, and ops decisions.
- Quality Evaluation Agent (GA): Now generally available. Microsoft positions it alongside the sales agents to improve sales quality and consistency, with deeper details to come.
These agents sit next to existing Dynamics 365 capabilities for customer intent, knowledge management, and case management in Contact Center and Customer Service. The direction: agentic business applications that execute, not just record.
Why this matters to sellers
- More pipeline with less busywork: Let the Qualification Agent handle first-touch research and outreach while your team focuses on live conversations and tailored proposals.
- Fewer stalled deals: The Close Agent monitors long cycles, keeps momentum with steady engagement, and alerts you before risk turns into loss.
- Cleaner calls and coaching: With Quality Evaluation in GA, managers get consistent reviews and insights without manual scorecards.
- Smarter planning: Research Agent adds pattern-finding across territories and accounts so leaders allocate effort where it converts.
How to put these agents to work this quarter
- Map jobs-to-be-done: Define handoffs between SDRs, AEs, and leaders. Assign each step to the right agent to avoid overlap.
- Prep your data: Clean lead sources, standardize stages, and align routing rules. Agents only perform as well as the inputs.
- Operationalize outreach: Create email/playbook templates the Qualification Agent can personalize at scale. Set reply handling and warm handoff triggers.
- Instrument the deal cycle: For the Close Agent, specify risk signals, escalation paths, and stakeholder update cadence.
- Define guardrails: Approval thresholds for pricing and legal, data access policies, and clear opt-out rules for sensitive accounts.
- Set KPIs and reviews: Weekly agent performance reviews with clear rollback plans. Treat agents like team members with goals.
- Train the floor: Short enablement sessions, example prompts, and templates. Incentives should reward outcomes, not manual steps.
Metrics that matter
- Pipeline created per SDR and time-to-first-touch
- Qualified rate, meeting show rate, and speed-to-lead
- Stage conversion rates and average days in stage
- Deal slippage, risk flags resolved, and forecast accuracy
- Email reply rate, positive intent rate, and opt-out rate
- Manager review time saved and coaching action rate
Risk, compliance, and customer trust
- Message control: Lock brand voice, legal terms, and pricing rules in templates used by agents.
- Data boundaries: Limit access by region, segment, and role. Log agent actions for audit.
- Human-in-the-loop: Require approval for sensitive steps (discounts, custom terms, high-value outreach).
- Quality checks: Use the Quality Evaluation Agent to continuously review messages, calls, and outcomes.
Microsoft Build 2025: Agentic AI meets enterprise data decisioning
Microsoft's direction is consistent: bring agents to where your data, processes, and permissions already live. Expect deeper links between Dynamics 365, collaboration tools, and data platforms so agents can act with context.
Microsoft keeps pace in the multi-agent AI race
Competitors are moving. Salesforce is pushing Agentforce, Google is building orchestration with Gemini for Enterprise, and AWS made AgentCore GA. Microsoft's angle is tight integration with Dynamics 365 so sellers get outcomes without new silos.
For official product details, check Microsoft's Dynamics 365 Sales page here. To see broader agent infrastructure trends, AWS details AgentCore here.
Next step
Pick one funnel stage to automate first-top-of-funnel qualification or late-stage deal support. Prove lift in two sprints, then scale to adjacent steps.
If your team wants structured enablement on AI for sales roles, explore practical training by job here.
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