
From manual work to meaningful selling: How Agentic AI is transforming Dynamics 365 Sales - Microsoft
Every seller experiences time lost between sales activities due to the chaotic influx of information—emails, screenshots, and documents—which makes CRM management cumbersome and error-prone. Dynamics 365 Sales addresses these challenges with agentic AI that adapts to the natural workflows of sellers by understanding unstructured inputs and providing real-time assistance.
One of the key innovations is the Data Entry Agent, which employs large language models to analyze and extract essential details from various data sources, significantly speeding up lead and contact creation. For instance, with Smart Paste, a seller can swiftly capture lead information from an email, as the system intelligently suggests values for the relevant fields, citing their sources for accuracy. This drastically reduces manual data entry, allowing sellers to log information confidently and quickly.
The Files feature also streamlines post-event follow-ups by enabling sellers to upload images of business cards or documents directly into CRM. The system processes these files and populates relevant fields automatically, transforming hours of manual input into mere minutes.
Furthermore, the Data Exploration Agent simplifies data analysis by interpreting natural language requests, enabling sellers to find key records or understand trends without navigating complex filters. For example, a seller can simply type a request like, “Leads from the Summer Campaign created last month,” and the system automatically generates the necessary filters.
These enhancements not only improve productivity by minimizing administrative tasks but also enable sellers to engage more meaningfully with customers, making Dynamics 365 Sales a powerful tool for modern selling.


