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Dynamics 365 Sales includes out-of-the-box AI agents that autonomously research leads and opportunities. These agents help sales professionals qualify leads and close deals faster by providing insights and engaging with customers.
| AI Agent | Description | Learn more |
|---|---|---|
| Sales Qualification Agent | Helps sales teams qualify leads effortlessly by autonomously researching leads, determining if they're a good fit for further engagement, sending outreach emails, and engaging with leads. | Sales Qualification Agent |
| Sales Close Agent - Research | Helps sales teams close deals faster by autonomously researching opportunities, providing visibility into emerging risks, and highlighting promising opportunities. | Sales Close Agent - Research |
| Sales Close Agent - Engage | Manages the end-to-end sales cycle autonomously. It engages customers, recommends products, handles objections, and drives transactions to closure using templated personalization for outreach and follow-ups. | Sales Close Agent - Engage |
| Sales Research Agent | Helps sales teams solve complex business questions through a dialog with their sales data using natural language. | Sales Research Agent |
Data movement and residency for AI agents
The AI agents in Dynamics 365 Sales use the same data processing and storage infrastructure as other Copilot features in Power Platform. This behavior means that the data that the agents use might be processed and stored in regions outside of the user's primary region, depending on the availability of services and infrastructure. For more information about data residency and movement for Copilot features, see Move data across regions for Copilots and generative AI features.
Geographical availability and languages supported
AI agents in Dynamics 365 Sales are available in geographical regions and languages listed in the Copilot international availability report. Learn how to use the report.
Monitor agent performance
You can monitor the performance of the Sales Qualification Agent and Sales Close Agent using the Agent insights dashboard. Learn more in Monitor leads handled by the Sales Qualification Agent and View Sales Close Agent engage mode insights and metrics.