Reviews and corrects ledger-to-subledger alignment in D365 by fixing posting configurations, inventory profiles, reconciliation logic, GL mapping, and critical reporting procedures.
3 AI Agents to Utilize to Boost Productivity
Posted on: October 30, 2025 | By: Page Wildridge | Microsoft Dynamics CRM
Microsoft Dynamics CRM has unveiled three new AI agents in their newest release that help make your day to day more productive. Each agent tackles a different area of business- from accelerating sales to improving service quality, so teams can focus on what matters most. In this blog, we will highlight three of these agents, as well as how to start using them now.
Sales Close Agent
The Sales Close Agent leverages AI to scan your entire sales ecosystem to surface the most valuable opportunities. This includes pipelines, conversations, public signals, and custom data sources. It proactively identifies risks, recommends next steps, and helps prevent deals from stalling. For straightforward transactions, the agent can even step in to engage stakeholders. Additionally, it can ask the right questions and guide deals to completion. Built with flexibility in mind, it adapts to your organization’s unique sales processes for a fully customized experience.
Quality Evaluation Agent
The Quality Evaluation Agent enhances service quality by reviewing and assessing cases against user-defined criteria. This includes factors such as clarity, effectiveness, and resolution quality. It identifies patterns and improvement areas while assigning quality scores and generating evaluation summaries for both human and AI service reps. Beyond analysis, the agent provides proactive recommendations and tailored coaching insights—helping your service teams continuously learn and improve case resolution quality. Additionally, this tool can be used to train your AI service tools to respond more effectively.
Case Management Agent
When you are alerted to a new issue that your customer is facing through the chat log, typically you have to manually create a case. With the case management agent, Business Central will automatically suggest creating a case for you. It utilizes relevant information pulled from the customer’s history and the chat transcript. Copilot also provides you with a summary and important highlights on the transactions between your customer and your team to understand quickly what the customer is struggling with.
Next Steps
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