Agentic AI Vision for Dynamics 365 Sales | Fortunato Di Donato | March 2026 CRM Community Call

In this session from the March 2026 CRM #Dynamics365Community Call, Fortunato Di Donato shares an in-depth look at the #agenticAI vision and roadmap for #Dynamics365 #Sales. The presentation explores how AI capabilities in the platform are evolving—from early workflow automation and predictive insights to intelligent agents that assist sellers with research, engagement, and decision-making. Fortunato walks through upcoming innovations, demonstrates new capabilities, and discusses the technical and organizational considerations required to successfully adopt AI-powered sales tools. _________________________________ In this session, you’ll learn about: • The evolution of AI in Dynamics 365 Sales, from automation and predictive scoring to the emerging era of agentic AI • How Microsoft is designing AI capabilities to support sellers while keeping humans in the loop • A preview of Project Sophia integration, enabling research agents that analyze territory distribution, generate visualizations, and surface insights directly from CRM data • How to create and configure AI agents in Dynamics 365, including defining agent profiles, setting lead qualification rules, and connecting knowledge sources like SharePoint • New AI-driven sales features, including real-time suggestions, behavioral insights, automated scheduling, sentiment analysis, and personalized dashboards • Key considerations for data governance, security, and compliance, including GDPR and CCPA • Best practices for adoption and change management when introducing AI tools into sales organizations The session also includes practical demonstrations showing how these capabilities can help sales teams improve productivity, surface insights faster, and focus more time on meaningful customer engagement. Whether you’re a Dynamics 365 Sales administrator, solution architect, or sales leader, this session offers valuable insight into the future of AI-powered selling within the Dynamics ecosystem.