Dynamics 365 Sales: Autonomously generate quotes and drive sales with Sales Development Agent

<p>Sales Development Agent (SDA) can take leads from qualified opportunities to closed deals.<br> Key capabilities include:</p> <ol> <li>Generating quotes through D365S as well as 1P/3P systems and sharing them with customers to company branded templates.</li> <li>Connectivity to quoting and transaction systems managed through Agent 365 MCP registry.</li> <li>Answer questions about the quote and adjust details based on customer feedback.</li> <li>Facilitate customers completing self-service transactions.</li> <li>Escalating to human sellers when customers are blocked and need human intervention.</li> <li>Configuration through interactive chat experience with each agent instance.</li> </ol>

Affected: Dynamics 365 Sales

Related changes

• Dynamics 365 Sales: Seller experiences - Clone and share Sales Development agent configuration across teams · Development
• Dynamics 365 Sales: Lead management - Personalize outreach emails generated by Sales Qualification Agent · Agent
• Dynamics 365 Sales: Opportunity acceleration - Chat about sales opportunity agent insights from inside Sales agent · Agent
• Dynamics 365 Sales: Opportunity acceleration - Accelerate Sales Opportunity Agent deployment with simplified admin configuration · Agent
• Dynamics 365 Sales: Lead management - Deploy multiple Sales Qualification Agents in a single environment · Dynamics 365 Sales
• Dynamics 365 Sales: Create pricing rules for attribute-based and volume-based pricing · Dynamics 365 Sales

Change history

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