Salespeople often spend a large part of their day searching for information, preparing for meetings and rewriting similar emails. Sales agent in Microsoft 365 Copilot aims to reduce that overhead by helping sellers prepare, prioritise and communicate more effectively within their existing sales tools.

In this session, Microsoft MVP and CRM expert Andrew Bibby will show how Sales agent works in practice through live demos. You’ll see how it acts as a conversational assistant, pulling together CRM data, meeting history and organisational knowledge using natural language. Sales agent helps sellers understand accounts, prepare for meetings, review pipeline health and draft relevant follow-up messages without jumping between multiple screens.

We’ll also look at what administrators and consultants need to think about when introducing Sales agent, including setup, governance and adoption. You’ll leave with a clear understanding of where Sales agent delivers real value, how to configure it responsibly, and how to position it as a practical capability that helps sales teams spend less time on admin and more time selling.