Sales Opportunity Agent overview

Sales Opportunity Agent in Dynamics 365 Sales is an AI-powered assistant designed to help sales professionals manage their deals more effectively. By consolidating CRM updates, email threads, meeting intelligence, and real-time web research, the agent provides actionable insights in one place. It helps you prioritize opportunities, identify risks, and take the right action at the right time. This approach results in faster deal closures and improved sales performance.

How does the Sales Opportunity Agent help you?

Managing deals effectively requires timely insights and a clear understanding of where each opportunity stands. The Sales Opportunity Agent simplifies this process by bringing together data from multiple sources and surfacing what matters most.

Here's how it helps:

• Detect risks early: Whether it's a disengaged stakeholder, slowing momentum, or competitive pressure, the agent flags risks and recommends targeted actions to keep your deal moving forward.
• Prioritize with confidence: Based on real-time signals, see which deals are gaining traction, which are at risk, and where your effort will drive the most impact.
• Get the full picture fast: View buyer needs, stakeholder roles, competitor mentions, and deal health in one unified place without having to sift through multiple sources. The agent synthesizes insights from CRM, emails, meetings, and web research to give you a comprehensive view of your deal.

Key capabilities

The following table summarizes the key capabilities of the Sales Opportunity Agent:

Capacity usage

The Sales Opportunity Agent uses the capacity assigned to your tenant to process records. You can set up either prepaid capacity or pay-as-you-go capacity for the agent. Use the following resources to learn more about setting up capacity and monitoring usage:

• Manage consumption-based billing for agent capabilities
• View the agent's usage consumption

Responsible AI

Sales Opportunity Agent is built with responsible AI principles in mind. The agent meets quality standards and is designed to be used as a productivity tool. For more information about the agent's responsible AI practices, see FAQs about Sales Opportunity Agent.

Language support and output quality

To know the languages supported by the Sales Opportunity Agent, see the feature availability by language page.
The following are the considerations regarding the agent's language output quality:

• Content is generated in the selected target language using AI. In some cases, sentence structure or word order might reflect English patterns.
• Certain languages (for example, Spanish, Danish, and Swedish) might show minor stylistic differences compared to native writing. These variations don't affect the accuracy or meaning of the content.
• Business and CRM terminology (such as MEDDPICC terms or CRM role names) might appear in English when no widely accepted equivalent exists in the target language.
• Number, date, and currency formats might vary based on locale and regional settings.

How to set up and use the agent

Depending on your role, use the following links to configure and use the Sales Opportunity Agent: