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Microsoft

Accelerate Revenue and Seller Productivity with Agentic CRM - BRK350

Microsoft via YouTube

Overview

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Explore how AI agents and Microsoft 365 Copilot transform sales processes to accelerate revenue and boost seller productivity in this 47-minute conference session from Microsoft Ignite 2025. Discover how prebuilt agents in Dynamics 365 automate critical sales activities including lead qualification, deal acceleration, closing, and cross-selling using real-time customer signals, enabling sellers to focus on building quality relationships. Learn about the compression of traditional sales funnels through AI automation and examine real-world examples from forward-leaning companies successfully integrating AI agents into their sales operations. Understand how Dynamics 365 connects with OneLake for automatic sales insights generation and explore the transformational impact and trust considerations in agent deployment. Gain insights from customer case studies including Sandvik Coromant's implementation and EY's global rollout of Dynamics across 140 countries with their shift toward sales research agents. Access practical adoption strategies, scaling guidance, and resources for implementing AI use cases to drive revenue growth in your organization.

Syllabus

0:00 - Combining human-first sales skills with AI scale and automation
00:04:23 - Explaining a traditional sales funnel and introducing AI compression of processes
00:05:59 - Examples of forward-leaning companies integrating AI and agents into sales
00:23:02 - Connecting Dynamics 365 with OneLake and Automatic Sales Insights Generation
00:29:32 - Transformational Impact and Trust in Agent Deployment
00:32:22 - Transition to Fireside Chat with Customer Examples
00:33:20 - Introduction of Sandvik Coromant and Their Role
00:41:25 - EY’s rollout of Dynamics across 140 countries and shift toward sales research agents
00:45:33 - Session concludes with adoption resources and guidance for scaling AI use cases

Taught by

Microsoft Ignite

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