S-KNIGHTASIA
DYNAMICS 365 SALESBring sales performance into focus. Connect your data, explore the evidence and plan your next move with Sales Research Agent.
“What is happening across our revenue and pipeline?”
Your team brings the business judgement.
A SALES LEADER’S RESEARCH JOURNEY
Explore the pipeline and revenue-analysis workflow shown in Microsoft’s demo.
Choose a business function and define the priorities that shape the analysis.
Review our sales performance using our team’s business context.
Use Dynamics 365 Sales, then add relevant business data to broaden the analysis.
Use our CRM data and the supporting sales files.
Explore revenue trends, pipeline patterns and account performance through visual findings.
How are revenue and pipeline changing over time?
Inspect the underlying work before using the findings in a business decision.
Show the sources and analysis behind this finding.
Ask a follow-up, change the view or add data as the business question develops.
Break this down by account and explore the next question.
SEE IT IN THE APPLICATION
Watch Microsoft demonstrate business context, connected sources and an interactive research canvas.
Watch on YouTube ↗
Official Microsoft Dynamics 365 video · Product demonstration with example data
GO DEEPER INTO THE FINDINGS
Four screens from Microsoft’s demo show how to set the context, ask a question, compare performance and investigate a finding. Select a view below.
SALES RESEARCH AGENT
Define the sales role, business context and data instructions that guide the research.
Make pipeline health, quota attainment and performance measures part of the brief.
SALES RESEARCH AGENT
Ask about business health in plain language. The agent finds data, plans the analysis and builds visual insights.
Start with Dynamics 365 Sales and add relevant sources for the question at hand.
SALES RESEARCH AGENT
Compare pipeline value, annual revenue and account performance in a shared research canvas.
Read the explanation beside the charts to understand the patterns behind the numbers.
SALES RESEARCH AGENT
Follow up on a finding to examine sales stages, lost opportunities and close probability.
Use the deeper view to guide the next conversation with your sales team.
Sources must be connected and accessible to the user. Microsoft feature guide ↗
THE BUSINESS FOUNDATION
Accounts, contacts and activities in one shared view.
A consistent process from first interest to the next sales conversation.
A connected foundation for reviewing performance and planning ahead.
Sales Research Agent explores business performance. Sales Qualification Agent researches leads, with research-only or configured engagement modes.
INDUSTRY KNOWLEDGE, APPLIED
S-Knight Asia connects the Microsoft capabilities with the processes, information and decisions your team works with every day.
Choose the performance questions your sales leaders need to answer.
Connect relevant data and agree business definitions, roles and research priorities.
Review the output in real work, refine the setup and expand the workflows that prove useful.
Capabilities depend on licensing, connected sources, permissions, region and configuration. Microsoft documentation reviewed 14 October 2026. Demo examples illustrate product behaviour, not a customer project or guaranteed outcome.
CONNECTED CUSTOMER EXPERIENCES