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Topic

CRM

Customer Relationship Management (CRM)

sales marketing customer_service

2

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Activity Trend

12 peak/qtr
2020-Q1 2026-Q1

Activities

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Accelerate revenue and seller productivity with agentic CRM

Drive faster lead-to-deal conversion with AI agents. Microsoft 365 Copilot and prebuilt agents in Dynamics 365 are freeing sellers to focus on building quality relationships by transforming critical sales processes. Lead qualification, deal acceleration, closing, and cross-selling are automized using real-time customer signals. Learn about new agents, seller use cases, and adoption strategies to drive revenue.

Drive agentic CX with what’s new in Dynamics 365 for sales and service

Explore how Dynamics 365 and Microsoft 365 Copilot deliver agentic customer experiences (CX), helping organizations drive higher revenue and improved customer satisfaction (CSAT). Visa shares their journey and vision for agentic CX transformation. Discover real-world impacts, lessons learned, and what’s next for organizations embracing this shift. Learn about the latest CRM and CCaaS innovations and Microsoft’s AI vision to transform revenue-generating functions.