<p>Sales Development Agent (SDA) can take leads from qualified opportunities to closed deals.<br> Key capabilities include:</p> <ol> <li>Generating quotes through D365S as well as 1P/3P systems and sharing them with customers to company branded templates.</li> <li>Connectivity to quoting and transaction systems managed through Agent 365 MCP registry.</li> <li>Answer questions about the quote and adjust details based on customer feedback.</li> <li>Facilitate customers completing self-service transactions.</li> <li>Escalating to human sellers when customers are blocked and need human intervention.</li> <li>Configuration through interactive chat experience with each agent instance.</li> </ol>
Roadmap › 578898
Dynamics 365 Sales: Autonomously generate quotes and drive sales with Sales Development Agent
- General availability
- 2027-03
- Preview
- —
- Added
- 03 Nov 2026
- Last modified
- 03 Nov 2026 00:14 UTC
- First archived
- 03 Nov 2026
- Release rings
- General Availability
- Clouds
- Worldwide (Standard Multi-Tenant)
Description
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