As a seller, you can:

• Use Files to upload supported file types (.txt, .docx, .csv, .pdf, .png, .jpg, .jpeg, .bmp) and get inline suggestions to fill out fields based on the file’s content.
• Drag and drop a file or use the file selector button in the form fill assist toolbar to begin.
• Hover over the file’s source tag to see which fields are suggested from that file.
• Accept all suggestions at once using the “Accept All” button or clear them using the “Clear” or “Clear All” options.
• Show or hide the form fill assist toolbar, access the Smart Paste button, and provide feedback using the more actions menu.

For more details and timelines, refer to the Power Apps release plan: Enhanced experience for form filling with Copilot

As a seller, you can:

• Select the Visualize option on a grid page to generate a chart based on the visible columns and applied filters in the current view.
• View the chart side by side with the data grid, making it easier to interpret key trends and patterns in your data.
• Select Explain to see an AI-generated summary that helps you understand why Copilot chose the specific visualization.
• Hover over data points or click on chart elements to drill into details—filtered results will update automatically in the grid.
• Use the chart selector to personalize the visualization by choosing from nine chart types, including Bar, Pie, Column, and Line.
• Add or remove columns and filters in the view, and Copilot will automatically update the chart accordingly.
• Use additional controls to refresh the chart, expand it to full screen, close the chart pane, or copy it as a PNG.
• Share your feedback using the thumbs up/down icons to help improve the feature.

For more details and timelines, refer to the Power Apps release plan: Visualize the data in your view easily with Copilot

As a seller, you can:

• Use smart grid to quickly find, filter, and sort data using natural language, eliminating the need for complex advanced filters.
• Type queries like “opportunities with estimated revenue greater than 10000 USD” into Copilot Search to instantly refine your view.
• View and clear applied filters with a single click to easily switch between focused and grid views.
• Sort records directly within the grid using natural, conversational input.

For more details and timelines, refer to the Power Apps release plan: Find records and filter views using natural language

As a seller, you can:

• Use smart paste to automatically get inline field suggestions by copying relevant text or images to your clipboard.
• Paste using the smart paste icon or the keyboard shortcut (Ctrl+V or Cmd+V) when no field is selected and let AI reason over the form and clipboard content to suggest field values.
• Choose to accept or ignore suggestions, and continue editing the form as needed.
• Paste directly into specific fields as usual by selecting the field first.

For more details and timelines, refer to the Power Apps release plan: Fill forms faster with smart paste

The Sales Qualification Agent combines the power of three agents that work together to help sellers build a qualified pipeline more efficiently (although each agent is not available independently):

The research agent uses data from CRM and public web sources as well as existing copilot skills to synthesize key customer and account data. It enables sellers to:

• Get a 360-degree view through lead and account summaries.
• Confirm that the lead has a valid work email address to minimize wasted effort.
• Know who can make an introduction (coworkers who know the lead).
• Verify that the lead's company finances, priorities, and business environment are aligned with your solution area (Account 10-K, strategic priorities, and so on).
• Get suggestions for who else at the lead's company to contact.
• See existing opportunities tied to lead/contact and account, so that you can engage with the full context of their ongoing conversations with your company.
• Review a personalized email, composed using talking points generated from the synthesized research, to send to the prospect.

The prioritization agent recommends whether to engage with the lead based on the ideal customer profile configured during setup. The assessment not only relies on data in CRM but also on data obtained from predefined and custom public websites. Sellers and administrators can create custom views that filter leads based on strong fit, so they are always working on the most important ones the agent brings to them.

The outreach agent creates a personalized email to engage the lead, based on all the data gathered by the research agent, to maximize response rates.

The agent is customizable so you can tailor it to your team's needs. As an admin, you can:

• Select a team of sellers or roles on whose behalf the agent works, using security groups.
• Set up ideal customer profile criteria to ensure every seller engages with only the best fit leads.
• Augment research sources by adding public websites that are relevant to your business, so that you can:
  • Set an ideal customer criterion (for example, specific job or industry codes) for the agent to assess.
  • Show a custom insight to your sellers on the generated research page (for example, if employees at the prospective company primarily work from home or office).
  • Ground the agent in the value proposition of what you sell so it can add relevant talking points in the generated emails.

You can customize the autonomous Sales Qualification Agent to seamlessly align with your specific business processes and sales strategies.

• Precise lead targeting: Define specific filtering criteria to ensure the agent focuses exclusively on your desired leads. These could be leads from a particular geography, related to a specific product, or meeting a certain lead value threshold.
• Intelligent research and synthesis: The agent automatically gathers and synthesizes key customer and account data from your CRM, public web sources, and existing copilot skills, providing crucial context for qualification and enabling sellers with deeper insights.
• ICP-driven qualification: Establish detailed Ideal Customer Profile (ICP) criteria for the agent to accurately assess lead fit and prioritize high-potential prospects.
• Knowledge-infused outreach: Configure the agent with access to your knowledge base, allowing it to automatically incorporate relevant testimonials, case studies, and other social proof into its outreach emails, enhancing credibility.
• Automated follow-ups: Configure follow-up strategy such as time delay, frequency, and channels for the agent to follow up with prospects.
• Informed prospect engagement: Equip the agent with knowledge sources to intelligently answer prospect questions about your product/service capabilities, features, maintenance, pricing, and more, ensuring accurate and timely responses.
• Performance monitoring and analytics: Track the agent's effectiveness with clear metrics, including the number of leads engaged, emails sent, positive interactions, leads qualified, and overall pipeline contribution.
• Supervisor oversight: Supervise the agent's activities, review its interactions, and easily intervene to provide guidance or resolve situations where it requires assistance, ensuring smooth operation and continuous improvement.

As a seller, you can see the following information on the lead insights page:

• Automatically linked contact and account information.
• Enriched information from linked accounts and contacts.
• The ability to de-link an auto-linked record and manually link another if needed.

Sales AI agents analyze information across linked accounts and contacts for great effectiveness.

As an admin, you can:

• Configure the SharePoint folders that act as your company's knowledge source.
• Configure whether the agent can send the replies autonomously.

As a seller, you get high-quality, accurate email responses—either as drafts or sent autonomously by the agent:

• The answers are pulled from the configured knowledge sources to ensure accuracy.
• The agent intelligently identifies and includes relevant information in the response.
• When configured, the agent can also autonomously send replies on your behalf, reducing turnaround time and manual effort.
• If a customer asks for relevant references, the agent searches knowledge sources for matching social proof (for example, customer stories or case studies) and includes it in the reply.

To leverage the new Exchange integration, you must configure server-side synchronization for Dynamics 365 Sales Premium features to work with your exchange activities.

For detailed setup instructions, see Set up server-side synchronization of email, appointments, contacts, and tasks.

The Hierarchical Relationship Visualizer allows you to view and work with data in a convenient parent-child visualization.

Availability and use

• In this initial release, you can define hierarchies based on a single table, such as showing a hierarchy of accounts.
• The control will be distributed in Dynamics 365 Sales (Professional, Enterprise, Premium, and Microsoft Relationship Sales SKUs).
• It will be included in the base license and not tied to seats licensed.
• Customers who configure the control can use the control in other Dynamics 365 applications and custom apps.
• A subsequent release in 2025 will allow admins to define complex hierarchies based on multiple tables and types of relationships, such as a hierarchy of accounts where each account shows a child hierarchy of contacts and opportunities.

Visualization

• The visualization features a modern look and feel that allows customization of size, color, fields displayed, and optional icon or picture allowing you to define the perfect tile for your data.
• Zoom in and out to better view large hierarchy structures, expanding and collapsing branches.
• Instantly switch between vertical and horizontal modes to optimize the view based on the shape of your hierarchy.

Editability

• Selecting a tile in the hierarchy will show a form in the side panel that provides a form of your choice, allowing full viewing or editing of the record without having to leave the visualization.
• You can also directly add and remove relationships from the visualization.