RM – Ventas AI con Dynamics 365 Sales y Copilot Studio

ReadyMind delivers a professional AI implementation service designed to enhance sales productivity by combining Microsoft Dynamics 365 Sales with Microsoft 365 Copilot for Sales and custom AI agents built using Copilot Studio.

This service enables sales teams to interact with customer data, opportunities, and activities using natural language through Microsoft Teams, Outlook, and Copilot Chat. Custom AI agents automate key commercial processes, provide insights, and execute actions directly within the Microsoft ecosystem.

The service includes:

• Integration and configuration of Dynamics 365 Sales with Microsoft 365 Copilot for Sales
• Design and development of custom AI agents using Copilot Studio
• Automation of sales processes using Power Automate and Dataverse
• Enablement of AI agents through Teams and Copilot Chat
• User training and adoption workshops
• Governance and best practices aligned with Microsoft Power Platform standards

Typical use cases include opportunity follow-up automation, task reminders, CRM data quality monitoring, weekly sales summaries, and conversational access to sales reports.

The engagement follows a structured adoption methodology covering assessment, configuration, agent development, training, and results measurement. Services are delivered remotely and tailored to each customer’s sales processes and requirements.

Microsoft licenses are not included and must be purchased separately by the customer.