Microsoft Dynamics 365 Sales (Sales Research Agent): Turn sales data into a research summary with next steps
The agent produces a research blueprint with a summary, key findings, and suggested next steps, which leaders can use in pipeline and planning reviews.
How to do it
- Ask a sales operations question
- Review the summary and key findings
- Change visualizations or add data before sharing
Source
Source: Microsoft · https://learn.microsoft.com/en-us/dynamics365/sales/sales-research-agent · Page updated Oct 13, 2026
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