How do I prep for a customer meeting with Dynamics 365 Sales Agent?

Author: Microsoft Mechanics - Bewertung: 0x - Views:10

Open the Sales Agent in Microsoft 365 and your upcoming and past meetings are already summarized — no prompt required. Each meeting surfaces AI-generated highlights that call out the key themes, plus tabs for the meeting overview, company overview, external attendees, and talking points, all grounded in your CRM and past interactions. Need something more specific? Ask Sales directly for account summaries, relationship insights, or customer sentiment and get a grounded answer almost instantly.



▶ Full episode: https://youtu.be/wGBHAclqhG8

▶ Get started: https://aka.ms/AgenticCXPlatform



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