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Joined May 2016
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📊Turn Sales Development agent data into custom Power BI dashboards. Connect with OData, analyze prospects and engagements, and tailor reporting to your team’s needs. Learn more 👉msft.it/6013ao7L7 #PowerBI #SalesAI #DataAnalytics
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👥Need the Sales Development agent to respond in a Teams group chat? @mention it, keep the chat to supported roles, and manage Supervisor access from a private chat. Simple rules, smoother teamwork. Learn more 👉 msft.it/6013ao7IB #MicrosoftTeams #SalesDevelopmentAgent
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🔐Admins can now manage Sales agent access across Microsoft 365 Copilot, Outlook, Teams, and Dynamics 365—right from tenant-level settings. Fine-tune availability by app and security group. Learn more 👉msft.it/6018ao7Qi #Microsoft365 #SalesAgent #Dynamics365
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The Sales agent in #MicrosoftCopilot lets you ask about your CRM data, emails, Teams meetings and chats in plain language. Get leads, accounts, and opportunities summaries, check your pipeline, and catch up on past meetings. 👉 See how: msft.it/6018aoC8A #Dynamics365 #AI
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Which quality indicators are your team nailing—and which need attention? The Quality Assurance Agent dashboard breaks down scores by indicator, over time, and by representative. Learn more: msft.it/6019a5FeS #CustomerService #Dynamics365#Contact Center
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Stop waiting for the next dashboard refresh. Real-time streaming analytics (preview) in Dynamics 365 Contact Center delivers event-driven metric updates so supervisors always see the current state of operations. Learn more: msft.it/6016a5FR4 #Dynamics365 #ContactCenter
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Customer-first direct callback in Dynamics 365 Contact Center calls the customer before connecting an available representative, reducing idle time and improving capacity. Learn how to configure callback profiles: msft.it/6015a5Y8F #Dynamics365 #ContactCenter
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Create a Sales development agent instance in minutes—from Microsoft Teams or Microsoft 365 Copilot. Set a unique name and email alias, then let provisioning do the rest. Learn more: msft.it/6015a5cCU #Microsoft365 #MicrosoftTeams #SalesDevelopmentAgent
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AI agents draft fast. Governance policies keep them safe. 🤖 Extend content-safety checks across both autonomous agents and human reps in Dynamics 365 Customer Service. Learn more: msft.it/6015aPGSd #ResponsibleAI #Dynamics365
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New in Dynamics 365 Contact Center and Customer Service: Screen recording captures representative on-screen activity during customer interactions, so supervisors can coach with real context. Learn how to enable it. (cont) msft.it/l/6013au0Ft msft.it/6013aPGoX
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Configure how sellers connect saved Outlook emails and meetings to CRM records. Dynamics 365 admins can configure how sellers connect saved Outlook emails and meetings to CRM records: use Regarding, Related to, or (cont) msft.it/l/6018auL0G
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Need visibility into Sales agent activity? Microsoft Purview audit logs show CRM records read or updated across Dynamics 365 and Salesforce—no extra setup required. Learn how to search, export, and investigate. 👉msft.it/6012aPHOC #MicrosoftPurview #SalesAgent #Compliance
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