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Key announcements included advanced enhancements to Microsoft’s Copilot and AI agents across products such as Dynamics 365 Sales, Customer Service, Finance, and Supply Chain Management. These tools are built to bring real-time insights, reduce manual work, and help organizations adapt to evolving business demands. 

In Dynamics 365 Sales, a more autonomous Sales Qualification Agent now helps sales teams prioritize leads by identifying those with the highest intent to purchase. Dynamics 365 Customer Service and Contact Center introduced new Copilot capabilities to support case management, AI-based routing, and omnichannel engagement, enhancing service speed and consistency. 

Microsoft also expanded its finance offerings. The Account Reconciliation Agent in Dynamics 365 Finance now handles additional exception types, automatically reviewing transactions and suggesting appropriate actions. Finance Copilot within Microsoft 365 further streamlines tasks like variance analysis and collections, integrating ERP data directly into Excel and Outlook. 

In supply chain operations, Dynamics 365 Supply Chain Management introduced AI-driven demand forecasting that incorporates external data signals such as inflation and weather, offering more adaptive planning. 

Charles Lamanna, President of Business and Industry Copilot at Microsoft, said the updates reflect the company’s goal to evolve business systems from static record-keeping tools into intelligent, action-oriented platforms. 

Field service workers often juggle multiple responsibilities across different platforms. Appointments may be tracked in Field Service, meetings in Outlook, and communication in Teams. This new integration streamlines their day by consolidating all commitments into one view. It helps reduce missed updates and eliminates the need to constantly switch between applications. 

With the one-way sync, any booking tied to a work order and created in Dynamics 365 Field Service now appears in Outlook and Teams within 15 minutes. This ensures technicians can access real-time updates and stay focused without interruptions. The sync does not work in reverse. Changes made in Outlook or Teams will not be reflected in Field Service. 

Organizations already using Exchange integration will see this update take effect automatically. Work order bookings will begin appearing in calendars, so Microsoft recommends preparing users in advance to prevent confusion or overlapping events. Admins can opt out by disabling the sync on individual mailboxes or through the server profile settings. 

No additional licensing is required beyond standard Dynamics 365 Field Service and Microsoft 365 plans. Microsoft recommends rolling out the integration in phases and gathering user feedback to guide improvements. 

Despite years of digital innovation, much of finance work still takes place in spreadsheets and email chains. Microsoft’s Finance solution addresses this gap by connecting to ERP platforms such as Dynamics 365 Finance and SAP, enabling finance teams to automate repetitive tasks and generate real-time insights without leaving their Microsoft 365 environment. 

The solution supports natural language queries like “Highlight key drivers behind Q1 forecast variances” or “Draft a reply to a customer regarding payment,” turning previously manual processes into intelligent, guided workflows. It offers features such as automated financial reconciliation, variance analysis, and intelligent data preparation, helping teams reduce errors and accelerate reporting cycles. 

Security and governance are built in. All access, compliance, and data-sharing policies adhere to enterprise standards, ensuring that financial data stays within governed environments and under existing access controls. 

IT teams can deploy the solution directly from Microsoft AppSource, with no new infrastructure required. The rollout can begin with high-impact use cases and scale across departments as needed.

With over 4,000 pages, the Harmonized Tariff Schedule is constantly updated. A single misstep in classification can lead to penalties, delayed shipments, and revenue losses. Microsoft’s AI agents provide real-time monitoring and analysis to help teams stay current, minimize disruptions, and make better sourcing decisions. 

Dynamics 365 offers a supplier communication agent that pulls relevant procurement and inventory data to help businesses respond quickly to tariff changes. It automates outreach and supports decisions on alternative suppliers or routes, without needing manual data gathering. 

For businesses that require tailored functionality, Copilot Studio allows the creation of custom agents. These agents can calculate tariff impact, monitor supplier communications, and surface contract risks. They can also connect with ERP systems like SAP, Oracle, or Dynamics 365, using the Model Context Protocol to ensure data accuracy and relevance. 

To validate its performance, Microsoft also introduced the Sales Research Bench—a rigorous evaluation framework based on 200 real-world questions from sales leaders. The benchmark measures AI performance across eight dimensions, including accuracy, relevance, clarity, and schema understanding. 

In benchmark tests completed in October 2025, the Sales Research Agent outperformed ChatGPT-5 by 24.1 points and Claude Sonnet 4.5 by 13 points on a 100-point scale. These tests were conducted using licensed access and real datasets, providing a transparent view into how each AI handled complex sales queries. 

The Sales Research Agent goes beyond basic chat interfaces. It uses a multi-model and multi-agent system to deliver business-ready insights. Before presenting results, it reviews and refines its output, then explains its reasoning using both simple language and technical detail, such as SQL queries. 

This launch marks a significant step forward in enterprise AI. With the upcoming release of the full Sales Research Bench package, Microsoft invites others to run their own evaluations and benchmark competing solutions. 

For sales leaders navigating an increasingly complex environment, this tool promises more than faster reporting. It offers reliable, trusted insights that can drive real business transformation. 

Read More: 7 Ways to Use Dynamics 365 AI for Sales