Agentic Customer Engagement
Delivering exceptional customer experiences increasingly requires more than visibility into customer data—it requires the ability to act on it. With Dynamics 365, Copilot Studio, and AI-powered agents, partners can help customers transform sales, marketing, contact centers, and service into connected systems of action. By automating routine work, surfacing intelligent recommendations, and enabling more autonomous customer interactions, organizations can empower sellers to focus on relationships, accelerate revenue opportunities, and deliver faster, more personalized service experiences at scale
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Featured resources
Explore key resources for engaging in Agentic CRM conversations with your customers.
The Future of CRM—Cutting Through the Headlines
Use this deck to cut through sensational headlines, ground the conversation in reality, and reset the narrative to a clear vision of CRM's reinvention in the age of AI.
Agentify your Business Processes—Sales, Service & Contact Center
Join us for our Sales and Service & Contact Center sessions at the FY27 Partner GTM Kickoff event. You’;ll get insights and resources to build and scale an agentic practice.
FY27 MCI Engagements
Leverage Microsoft engagements and promotions to help your customers reinvent their ion of every business processes—and turn systems of record into systems of action.
AI-led Contact Center Transformation pitch deck
Redefine the contact center with AI and agents to deliver exceptional customer experiences, unlock service team productivity, and cut costs on a unified platform.
Go to market
We’ve curated the top go-to-market resources you’ll need to align your selling motion with the Microsoft Customer Engagement Model.
Partner sales journey
Listen & consult
Build pipeline by targeting and executing campaigns
Inspire & design
Build intent with immersive customer experiences
Empower & achieve
Accelerate wins with incentives and sales tools
Realize value
Deploy and drive usage to deliver faster ROI
Manage & optimize
Drive expansion with upsell and third-party extensions
Enable organizations to deliver connected, scalable customer experiences across sales, service, and marketing while driving measurable revenue growth and efficiency
Use this deck to delve into how Microsoft is revolutionizing the sales engagement process with the help of agents
Discover how AI aligns improvements in customer satisfaction, rep retention, and service leader decision-making
Learn how Dynamics 365 Field Service and Copilot are transforming field service operations by improving efficiency, customer satisfaction, and business outcomes through automation, intelligent scheduling, and seamless human-AI collaboration
Introduce Dynamics 365 Sales, Copilot in Dynamics 365 Sales, and prebuilt autonomous agents to a business audience
Help customers understand how Dynamics 365 Customer Insights and AI enable the delivery of personalized customer journeys
Introduce the value of Dynamics 365 Sales Premium to a business audience with a pitch grounded in Agentic capabilities
Discover savings and investments that can help accelerate CRM deals and deployment
Drive customer intent with workshop for modernizing to AI-powered CRM (materials only)
Watch how agents streamline repetitive tasks such as documentation and follow-up for customer service representatives
Watch to discover the Sales Qualification Agent in Dynamics365 Sales
Watch to discover the Sales Close Agent in Dynamics365 Sales
Watch to discover the Sales Research Agent in Dynamics365 Sales
Watch to discover the Sales Close Agent in Dynamics365 Sales
Find videos on product overviews and updates, customer use case scenarios and more across customer experience and service
Discover savings and investments that can help accelerate CRM deals and deployment
Get a quick overview of customer scenarios that call for either a first-party agent (and which) or a custom agent
Use the estimator to forecast the Sales Qualification Agent's Copilot credit volume and ROI
Use the estimator to forecast your agent's Copilot credit volume
Help Sales Leadership, Finance, HR, and Security/IT understand the value, cost structure, organizational impact, and technical safeguards of the Sales Qualification Agent (SQA)
Walk customers through business value, credit consumption, and ROI of Dynamics 365 Sales agents with estimated cost, savings, and revenue impact for customers
Get started with the Sales Qualification Agent in Dynamics 365 Sales with this setup and configuration guide
Find implementation, skilling, and community resources to support adoption and usage
Leverage best practices, tools, and other resources designed to help your customers implement and go-live with confidence
Discover savings and investments that can help accelerate CRM deals and deployment
Microsoft Learn houses a comprehensive set of resources to help partners understand and innovate
Find GTM resources on Copilot, agents, and Frontier transformation
Not finding what you're looking for? Visit our Resource Library,
which offers AI-powered search to help you navigate our comprehensive portfolio of partner resources.
Build a practice
Leverage these resources to develop a growth plan for your Copilot practice.
Get guidance about how building a Dynamics 365 Sales practice can increase business and drive customer success
Get guidance about how building a Dynamics 365 Service practice can increase business and drive customer success
Review the guidance and framework for building a practice around Dynamics 365 Sales and Customer Insights
Whether your customers are looking for a complete customer service solution or standalone generative AI, there's a service bundle that suits them
Take advantage of this program to reward you for delivering services to customers that can also help expand your business
Reference the content here to help customers visualize a path to their own success
Hone your skills through events and on-demand resources
Get free, comprehensive skilling and development to make Frontier Transformation possible
Help customers accelerate implementation and adoption with proven guidance and Microsoft expert support
Use this guide to understand how to license Microsoft Dynamics 365 intelligent business applications
Learn how partners are driving innovation with Agentic CRM
Explore all partner success stories 
