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How does this affect me?
The Sales Research Agent in Dynamics 365 Sales enables users to explore complex business questions through natural language conversations with your data. It leverages multi-modal and multi-agent architecture to reason over intricate, customized schemas with sales domain expertise. Key capabilities of this feature allow you to:
- Create multi‑branch research journeys across Dynamics 365 Sales data and Microsoft Fabric lakehouse data and analyze local files such as Excel and PDF.
- Start quickly with AI‑suggested, role‑optimized research topics, or ask your own questions using natural language.
- Use the AI cursor to start conversations, analyze findings, adjust visualizations, or add new data sources.
- View the reasoning behind research outcomes to understand how insights were derived.
- Save research workspaces, refresh them with new data, and regenerate blueprints or research findings as your business evolves.
- Define custom business functions with your own schemas, acronyms, and domain context to tailor analysis to your organization.
This message is for awareness, and no action is required.