Artificial Intelligence is no longer just about improving individual productivity. It is a disruptive technology that is redefining entire business processes. Among all corporate functions, Sales is the most impacted, as it already operates at the intersection of data, communication, pricing, and customer engagement. If sales teams are still working in 2026 the same way they did in 2024, they are missing a fundamental shift.
In this session, we demonstrate how Microsoft Copilot Sales Agent embedded in Dynamics 365 Business Central transforms the quote process into a strategic sales accelerator.
Through a live, case-driven workshop delivered with our partner Diogo, the session presents two real-world scenarios. The first focuses on an existing customer, where Copilot assists in qualification, pricing validation, and quote creation directly inside Business Central, culminating in a seamless handoff to a sales specialist for final engagement via Microsoft Teams. The second scenario addresses a new prospective customer, showing how Copilot supports initial outreach, understands the customer’s operational pain, maps it to the appropriate Microsoft solution portfolio, and guides the conversation toward a qualified sales meeting.
Delivered through a live Business Central SaaS environment integrated with Microsoft 365, the session avoids external tools and remains fully aligned with Microsoft’s native AI strategy.