Sales Qualification Agent
Get to the right leads sooner.
Research companies, assess fit and prepare outreach. We start with research and review by your sales team.
Product details at MicrosoftSALES & CUSTOMER SERVICE · FROM ZURICH
Dynamics 365 agents.
More time for customers.
Let agents research leads, keep cases up to date and prepare knowledge. We configure Microsoft's agents for your processes and bring your team on board.
30 minutes · Free · No obligation
A TASK, STEP BY STEP
Microsoft Dynamics 365
Sales Qualification Agent
A new lead in your CRM
Selected using your criteria.
The agent researches
Company, fit and an email draft.
Your sales team decides
Review the findings. Start the conversation.
Illustrative workflow · Research-only mode
FOUR PRACTICAL STARTING POINTS
Where an agent can take work off your hands.
Start with one recurring task in your existing Dynamics environment.
Sales Opportunity Agent
See what matters in a deal.
Bring together research on opportunities, stakeholders and emerging risks so your team can plan the next conversation.
Product details at Microsoft
Case Management Agent
Spend less time documenting cases.
Create and update cases from customer conversations. Configure follow-ups and closure rules to match your service process.
Product details at MicrosoftCustomer Knowledge Management Agent
Turn solved cases into useful knowledge.
Generate knowledge articles from resolved cases. We start with drafts for your team to review before publication.
Product details at MicrosoftWe check availability for your application, language and environment before planning the pilot. Licences, Copilot Credits and preview features depend on the agent.
WHAT WE DO FOR YOU
From a useful idea to everyday work.
Start small. Agree how success is measured. Expand once the pilot works.
01
Choose a task
Review your Dynamics application, data, access and licences. Agree what a successful pilot should achieve.
A clear scope and written quote
02
Configure and test
Set up the agent, test representative cases and define when your team reviews or takes over.
A pilot with agreed acceptance criteria
03
Launch and improve
Train your team and hand over operations. On request, we monitor quality, usage and changes.
Clear ownership in daily operations
CUSTOM WORKFLOWSYour process needs a custom agent?
With Copilot Studio we extend existing agents or build a solution around your data and systems.
Copilot Studio consultingTHE CRM FOUNDATIONStill planning your Dynamics rollout?
We help you introduce the CRM and establish the data and processes that agents can build on.
Dynamics 365 consultingBEFORE YOU START
Your questions, answered.
The Microsoft agents described here require the appropriate Dynamics 365 application, such as Sales or Customer Service. We review your environment, licences, data quality and access. If you are still planning Dynamics, we first establish the CRM foundation. Copilot Studio can be a suitable starting point for a custom agent across other systems.
Dynamics agents come with predefined tasks such as lead research or case management. We configure them for your processes. Copilot Studio lets you extend agents and build custom workflows. The right approach depends on your task and the systems it needs.
That depends on the agent and its configuration. Sales Qualification Agent offers a research mode with human email sending and a mode with automated outreach. Individual service workflows can also be automated. For an initial rollout, we plan deliberate review steps, clear ownership and handovers; knowledge articles start as drafts for expert review.
We check this for the specific agent, its features and your Dynamics environment. Supported languages, regions and preview features vary. The review also covers data processing and any required cross-region processing. A Swiss Dynamics environment alone does not guarantee that all AI processing takes place in Switzerland.
Once the use case and scope are agreed, you receive a written quote for configuration and testing. Microsoft licences, required Copilot Credits and consumption costs are listed separately. Ongoing operation is optional and quoted according to the agreed scope.
We begin with one focused task and agree on data sources, access and acceptance criteria. We then configure and test the agent with your team. Timing depends on prerequisites and approvals. After handover, you can operate the agent yourself or ask us to monitor it, make adjustments and help introduce new features.
LET'S LOOK AT YOUR PROCESS
Which task costs your team the most time?
Bring one example from your sales or service team. We will discuss a suitable starting point in a free 30-minute call.
