Strategy 365

Expand Dynamics 365 with new Sales and Customer Service Agents

Microsoft have introduced two new Agents to help to transform key business processes and have brought forward the release date of previously-announced Agents.

New Agents Announced

Two new Dynamics 365 agents were unveiled on October 21st, 2025:

  • Sales Close Agent – in Public Preview from October 25th, 2025
    Designed for Dynamics 365 Sales, this agent helps sellers focus on high-value opportunities, flag risks early, and close deals faster. It’s all about boosting win rates and accelerating pipeline velocity.
  • Quality Evaluation Agent – Generally Available from October 24th, 2025
    Built for Dynamics 365 Customer Service and Dynamics 365 Contact Center, this agent uses AI to evaluate the majority of service interaction, both human and AI-led, at scale. It monitors quality metrics, detects anomalies, and triggers corrective actions, replacing manual reviews with real-time insights.

Updated Availability for Existing Agents

Microsoft have also fast-tracked the availability for several previously-announced agents:

  • Sales Agents:
    • Sales Research Agent – in Public Preview since October 1st, 2025.
    • Sales Qualification Agent – Generally Available from October 25th, 2025.
  • Customer Service & Contact Center Agents:
    • Case Management Agent, Customer Knowledge Management Agent, and Customer Intent Agent – All Generally Available from October 24th, 2025.

These agents require the relevant Dynamics 365 app and Copilot Credits to run. Credits can be purchased via pay-as-you-go, capacity packs, or pre-purchase plans.

Copilot Credits to be included with Premium Dynamics 365 licences

From November 25th, 2025, the following SKUs will include 1,000 Copilot Credits per user, unlocking access to a growing suite of pre-built and custom AI agents:

  • Dynamics 365 Sales Premium
  • Dynamics 365 Customer Service Premium
  • Dynamics 365 Finance Premium
  • Dynamics 365 Supply Chain Management Premium

Premium SKU users will receive these credits pooled at the tenant level, simplifying deployment and scaling.

For Microsoft’s own blog post on this update, click here.

Summary

These updates position Dynamics 365 as the go-to platform for agentic capabilities and including additional Copilot Credits with Premium SKUs can only further encourage the uptake of these new Agents. If you are an existing Strategy 365 client and want to discuss your options with one of our licensing or Copilot experts, please get in touch.

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