Data-Driven Sales Agent

**Data-Driven Sales Agent for Microsoft 365** is an AI-powered assistant built for Microsoft Teams and Microsoft 365 Copilot that helps sales teams turn meeting insights into actionable opportunities. It enables users to analyse meetings and manage Dynamics 365 opportunities directly within Teams—without switching applications.\n\n**Key Benefits:**\n- **Meeting Insights Analysis:** Analyse meeting transcripts and AI-generated insights to identify key discussions, action items, and potential sales opportunities.\n- **Opportunity Detection:** Identify potential opportunities based on signals like interest, budget, and next steps discussed in meetings.\n- **Work in Teams:** Stay within Microsoft Teams to review insights and manage opportunities without switching to Dynamics 365.\n- **Seamless Integration:** Integrates with Microsoft Graph, Dynamics 365, Dataverse, and Azure services with secure, permission-based access.\n\n**Use Cases:**\n- Summarise meetings and extract key insights\n- Identify and validate potential sales opportunities\n- Check if an opportunity already exists in Dynamics 365\n- Create and manage opportunities directly from meeting context\n\n**Target Audience:**\n- Sales teams using Microsoft Teams and Dynamics 365\n- Account executives and sales managers\n- Organisations looking to streamline meeting-to-opportunity workflows\n\n**Note:**\n- An active Microsoft Dynamics 365 environment with appropriate permissions is required.\n- A Microsoft Copilot licence is required for AI-powered meeting insights.\n- Sales Agent follows organisational security, access policies, and tenant boundaries.\n\n**Contact Support:** [Contact Us](https://data-driven.com/contact-us/)