The Sales Research Agent in Microsoft Dynamics 365 is an AI-powered assistant designed to help sales teams answer complex, cross-domain business questions. It uses deep reasoning over your enterprise data to surface insights that would be time-consuming to gather manually. Instead of running multiple reports or switching between systems, your team can ask the agent questions in natural language—just like you would ask a colleague. The agent then pulls together information from across your business systems to provide a clear, contextual answer that supports sales research and decision-making.

The Sales Research Agent is built to work across your existing enterprise data, not just a single CRM record or report. It applies AI-driven reasoning to information stored in Dynamics 365 and other connected systems so it can respond to more complex, cross-domain questions. You can also extend its reach by adding data from external sources such as HR systems and e-commerce platforms. For example, you might combine sales pipeline data with HR staffing information or online transaction data. This gives the agent higher-fidelity inputs, so the answers it provides are more complete and more relevant to how your business actually operates.

Sales teams interact with the Sales Research Agent using natural language, so there’s no need to learn a new query language or complex interface. Team members simply type or speak questions in everyday business terms—for example, asking about performance in a specific segment, region, or product line. The agent then interprets the question, pulls data from Dynamics 365 and any connected sources (such as HR or e-commerce systems), and returns a rich, contextual answer. This helps sales professionals reimagine how they do research: instead of manually compiling data from multiple tools, they can rely on the agent to bring the right information together quickly, freeing up more time for customer conversations and strategic planning.