Microsoft Dynamics 365 Sales (Sales Research Agent): Ask strategic pipeline questions in plain language
The Sales Research Agent answers business questions across Dynamics 365 data, Fabric, and uploaded files, so leaders can explore pipeline without waiting on a report.
How to do it
- Open the Sales Research Agent
- Add business context and any Excel, CSV, or PDF files
- Ask a pipeline question and refine with follow-ups
Source
Source: Microsoft · https://learn.microsoft.com/en-us/dynamics365/sales/sales-research-agent · Page updated Oct 13, 2026
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