In Dynamics 365 Sales, agentic AI refers to AI capabilities that actively assist sellers with their work instead of just storing data. It’s designed to adapt to how sellers naturally work, not the other way around.

Two purpose-built agents bring this to life:

• Data Entry Agent – Uses large language models (LLMs) to understand unstructured inputs (emails, websites, documents, images of business cards) and suggest values for CRM fields. It helps with faster, more accurate lead and contact creation.
• Data Exploration Agent – Lets sellers ask natural language questions like “Leads from the Summer Campaign created last month” and automatically turns that into filters and visual insights in their views.

The impact is practical:

• Less manual copying and pasting from emails, LinkedIn, or documents into CRM.
• Fewer skipped or incomplete fields because AI suggests structured data for you to review and confirm.
• Faster answers to everyday questions like which leads to follow up on or how the pipeline looks right now, without building complex filters or exporting to Excel.

Overall, agentic AI helps Dynamics 365 Sales reimagine CRM from a static system of record into a system that understands, assists, and adapts, so sellers can spend more time selling and less time managing data.

The Data Entry Agent is designed to tackle one of the biggest productivity drains in sales: manual CRM data entry. It uses large language models to read unstructured content and suggest structured CRM fields for you to confirm.

Key capabilities include:

1. Smart Paste (Preview) for emails and web content

• Sellers can copy text from an email, a prospect’s website, or a LinkedIn profile and paste it directly into a lead or contact form.
• The system analyzes the pasted text and suggests values such as name, company, email, phone number, industry, location, and job title.
• Each suggestion includes an inline citation showing exactly where the information came from, so sellers can quickly verify accuracy.
• Sellers review, accept what looks right, and save—turning what used to be multiple minutes of typing into a quick review step.

2. Files (Preview) for business cards and documents

• Sellers can upload images and files directly into the form, including .txt, .docx, .csv, .pdf, .png, .jpg, .jpeg, and .bmp.
• The system analyzes the file and suggests values for key fields like names, titles, company details, email addresses, and phone numbers.
• This is especially useful after events like trade shows or conferences, where stacks of business cards and documents can be converted into CRM records in minutes instead of hours.

By shifting from manual typing to AI-assisted suggestions with clear citations, the Data Entry Agent helps your team:

• Capture more complete and accurate lead and contact data.
• Shorten the time between first interaction and CRM entry.
• Free up time for follow-up and customer conversations instead of admin work.

The Data Exploration Agent (Preview) helps sellers quickly find and understand sales data using natural language, directly within their existing views.

1. Natural language filtering in views

• Instead of building multi-step filters, sellers can type plain language queries like:
  – “Leads from the Summer Campaign created last month”
  – “Opportunities from Technology accounts closing next quarter”
• The agent translates these questions into structured filters and applies them to the current view.
• Sellers can still review and adjust the filters, keeping control while gaining speed.
• This makes daily planning, follow-ups, and forecast prep more efficient.

2. Visualize (Preview) for quick, in-context charts

• From any filtered view, sellers can click Visualize to turn the data they’re already looking at into interactive charts.
• The charts automatically reflect the current filters and visible columns, so there’s no need to build a separate dashboard.
• Sellers can hover for details, drill into segments, and switch chart types on the fly to answer questions like:
  – “Where are most of my open opportunities concentrated?”
  – “Which lead sources are driving volume right now?”
  – “How is my pipeline distributed across stages?”

Visualize is meant for quick, in-the-moment understanding, and it complements deeper reporting tools like Power BI. Together, natural language filtering and instant visualization help your team:

• Reduce time spent navigating views and building filters.
• Spot patterns and trends directly in CRM, without exporting data.
• Make faster, better-informed decisions about where to focus selling efforts.