- Solutions
Autonomous Sales AI Agents & Copilot Workflows for Microsoft Dynamics 365
The Hidden Friction Costing Your Team High-Value Deals
We Build Your Sales Team as AI-Powered Sales Agents
Sales Qualification Agent
Working at the top of the funnel around the clock, the sales qualification agent captures inbound leads from web forms, email, and chat instantly.
It researches firmographics, checks budget and authority signals, scores the prospect against historical conversion patterns already sitting in Dynamics 365, and books the meeting directly on the assigned sales rep’s calendar without any queue or delays.
Sales Research Agent
Before a client meeting, the pre-call intelligence engine pulls recent emails and Teams conversations from Microsoft Graph, transaction history from Dynamics 365, and relevant company announcements or filings. It assembles a one-page briefing with icebreakers, delivered inside Teams, ensuring your sales rep walks in prepared and ready to close the deal.
Sales Order Agent
This CPQ accelerator ingests order requests and line-item changes from emails and portal forms, checks pricing rules and stock availability against Dynamics 365 Finance or Business Central.
It drafts the order confirmation for validation, which means there’s no manual transcription involved between systems that were never talking to each other in the first place.
Sales Close Agent
Post-meeting, the desk and contract accelerator system generates a tailored proposal and a contract from approved templates, tracks whether the buyer has opened it, and triggers a follow-up message without forcing the deal if they haven’t.
Once the signature is done, the agent then advances the opportunity stage in Dynamics 365 automatically, ensuring the commercial compliance stays intact the entire way.
Custom Sales Agent
Not every sales sequence and process fits into the templated and ready-to-launch sales agent. We understand this and build custom sales agents on Microsoft Copilot Studio and Azure OpenAI.
Custom agents handle the specifics, distributor rebate validation, multi-entity margin calculations, partner channel management, the workflows generic tools were never designed for.
The Measurable Impact of Agentic Sales Workflows by DynaSUM
More Time for Your Sales Reps
Microsoft Dynamics 365 sales agents automate CRM updates, schedule coordination, and take notes for your sales reps, saving them at least 10 to 15 hours a week to focus on closing more deals.
Instant Reply to Potential Leads
With the sales agents taking control of inbound lead handling, the response time drops from hours to seconds as agents operate 24/7. Hence, qualification improves as speed becomes a qualifying signal.
Real-time Data Updates
As the agents work along with your sales rep, they note buyer sentiment, next steps, and communications, logging them into Dataverse and Dynamics 365 in real time, eliminating data decay and backfill.
Evolving and Scalable Agents
Like many other Microsoft business applications, the sales agents we build scale as needed. This means you won’t need to increase RevOps or hire more people in the sales team.
Human-in-the-Loop: Total Control Over High-Stakes Deals
We build autonomous sales agents to help you get better leads, optimize sales funnels, and ensure you close more deals. AI-powered sales agents cannot override decisions or build workflows, as we ensure there’s always room for human sales reps to take control when needed.
Deterministic Confidence Thresholds
When an agent hits an ambiguous request, unexpected sentiment, or an objection it wasn’t built to handle, it stops, and the underlying task routes to a human sales representative with a summarized brief attached.
Approval gates
On high-stakes actions like if agents get proposals above a defined deal size, non-standard terms, and final pricing, the agents will need explicit representative confirmation in Microsoft Copilot or Teams or Dynamics before anything goes out the door.
Auditable Action Logs
Every retrieval, every generated communication, every autonomous step is logged in the Dynamics 365 audit trail, and this ensures compliance teams can get the full record, not a summary of one.
DynaSUM Sales Agents Deliver Unified Value for the Executive Leadership
CRO / VP of Sales
Our agents deliver pipeline visibility you can trust as the forecasts are built on real signal instead of sales reps’ optimism. Moreover, having agents working the foundations means you can have a faster ramp for new hires and improved quota attainment because friction is gone.
CIO / CTO
One consolidated Microsoft footprint that is easier to manage and optimize instead of having to work with several disconnected point solutions. Shadow AI tools disappear, eliminating any insecurities and risks and ensuring governance becomes easier and strictly controlled.
CFO
Lower customer acquisition cost (CAC), faster quote-to-cash cycles, and higher output per rep without adding headcount is something CFOs want to present in their quarterly reports, and our business automation sales agents provide this.
DynaSUM Sales Agent Lifecycle | From Readiness to Managed Operations
AI Readiness & Process Assessment
We evaluate process maturity, CRM data hygiene, and where agentic automation will actually move the needle.
Architecture & Pilot Build
We design the agent workflows, configure Copilot Studio, and deploy a controlled pilot with human-in-the-loop checkpoints from day one.
Enterprise Integration
We connect the agents securely into Dynamics 365, Azure AI, and downstream ERP systems for better collaboration.
Managed Agent Operations
We stay after going live and deliver prompt optimization, drift monitoring, performance tuning, and support on an ongoing basis.
Ready to Turn Your Dynamics 365 System into an Autonomous Revenue Engine?
Eliminate administrative drag, accelerate inbound qualification, and equip your revenue team with secure, enterprise-grade AI sales agents built directly within your Microsoft tenant. Let’s identify your highest-impact sales automation opportunities.
FAQs
1. How do DynaSUM's sales agents differ from standard Microsoft 365 Copilot?
Microsoft Copilot is a personal assistant, and we use it for summarizing and drafting, but only when prompted. DynaSUM’s sales agents are proactive and take ownership of the tasks. They trigger multi-step actions across systems on their own, without a rep prompting every step.
2. Will these agents communicate directly with enterprise prospects without human review?
Autonomy levels are configurable by task and set through permissions we configure when building and customizing sales agents. Routine work like meeting scheduling runs unattended, but when it’s about accessing sensitive communications, like custom quotes, the agents always require rep approval first.
3. Does deploying sales agents expose our internal customer data?
Every agent operates inside your Microsoft Azure tenant, under your existing Entra ID permissions. This ensures no agent trains a public foundation model, and nothing crosses the predefined data boundary.
4. Can DynaSUM sales agents integrate with systems outside the Microsoft ecosystem?
Agents are optimized for Dynamics 365, but Power Platform connectors and custom REST APIs let them reach third-party platforms, legacy ERPs, and marketing automation tools. At DynaSUM, we can configure these agents to interact with third-party tools if required.
5. How long does it take to build and deploy a working sales agent pilot?
The timeline to build a working sales agent pilot varies by scope, but the readiness assessment and initial pilot deployment are designed to move fast, as we deliver the pilot projects within weeks instead of months.
Still have questions?
We’re happy to help. Reach out to discuss your needs, challenges, and how AI can fit your business.