Agentic AI Vision for Dynamics 365 Sales | Fortunato Di Donato | March 2026 CRM Community Call
In the March 2026 CRM Community Call, Fortunato Di Donato provides an overview of the agentic AI vision and roadmap for Dynamics 365 Sales. The discussion highlights the evolution of AI, from basic automation and predictive insights to the new era of intelligent agents that aid sales teams with tasks such as research, engagement, and decision-making. Di Donato introduces innovations like Project Sophia, which helps analyze territory distribution and generate visual insights from CRM data. Attendees learn how to set up AI agents in Dynamics 365, integrate various knowledge sources, and utilize new AI-driven sales features for enhanced productivity and customer engagement. The session covers crucial aspects such as data governance, security, compliance, and best practices for adopting AI in sales. This session is essential for Dynamics 365 Sales administrators, solution architects, and sales leaders looking to understand the future of AI in sales.
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