Session
Transforming Your Business into a Sales Machine with Copilot Sales Agent in Business Central
Artificial Intelligence is redefining how sales organizations operate, but its real impact emerges only when AI is embedded directly into core business systems. In this session, we demonstrate how Microsoft Copilot Sales Agent inside Dynamics 365 Business Central transforms the ERP from a transactional back-office system into an intelligent, sales-driven growth engine.
Through two real-world scenarios—an existing customer and a new prospective lead—we show how sales teams can leverage Copilot to accelerate quoting, improve pricing and margin control, automate customer engagement, and move seamlessly from initial contact to a closed deal, all within the Microsoft ecosystem.
Attendees will see how Copilot Sales Agent works natively inside Business Central to interpret customer intent, suggest next best actions, generate sales quotes, and guide sales professionals with contextual, finance-aware intelligence. The session highlights how AI augments—not replaces—sales teams, enabling them to focus on value-driven conversations while Copilot handles structure, consistency, and speed.
This case is designed for partners and customers looking to understand how AI-powered ERP can deliver measurable sales impact, reduce cycle times, and elevate Business Central as a strategic platform for revenue growth.
This session is designed for executive-level leaders and sales managers from organizations who already have a strong understanding of Dynamics 365 Business Central and are looking to deepen their knowledge of Copilot and its practical impact on sales execution. The focuses specifically on how Copilot Sales Agent operates inside the ERP rather than on introductory BC concepts.
The session is delivered as a case-driven presentation with a live demonstration running on a Business Central SaaS environment with Copilot enabled and integrated with Microsoft 365, including Outlook and Teams. Demo data is preconfigured to reflect realistic pricing models, services, and customer scenarios, allowing attendees to see Copilot in action within real sales documents and decision points. No external AI tools or third-party platforms are used, ensuring that the narrative remains fully aligned with Microsoft’s native AI strategy.
The preferred duration is 40 minutes, combining strategic context with a guided live demo, with the option to extend to 10 minutes for executive discussion and Q&A. Executives attending will leave with a clear, pragmatic understanding of how Copilot Sales Agent can be positioned, demonstrated, and monetized within partner-led Business Central engagements, transforming ERP-centric sales processes into AI-enabled growth engines.
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