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Sales agent deployment guide for Dynamics 365 customers

Follow the instructions in this guide to deploy the Sales agent for your Dynamics 365 Sales customers.

Prerequisites

Step 1: Install the Sales agent in Outlook

Install the Sales agent in Outlook

Screenshot showing the Sales agent installed as an add-in for Outlook.

Step 2: Create a policy to automatically install and pin the Sales agent in Teams

Install and pin the Sales agent in your sellers' personal Teams environment and meetings they create

Screenshot showing Teams policy.

Step 3: Enable Teams meeting transcripts

Enable transcripts for Teams calls so that when the Sales agent is added to a recorded Teams meeting, it can generate a meeting summary.

  1. Sign in to the Teams admin center.

  2. In the left pane, select Meetings > Meeting policies.

  3. On the Manage policies tab, select Global (Org-wide default).

  4. On the Global (Org-wide default) page, scroll down to the Recording & transcription section, and turn on the Transcription toggle.

  5. Select Save.

    Screenshot showing how to enable transcription in Teams admin center

Step 4: Set up server-side synchronization of emails and appointments

The Sales agent allows sellers to save Outlook emails and appointments to Dynamics 365. Saving Outlook activities to Dynamics 365 requires server-side synchronization for emails and appointments to be enabled. While sellers can enable server-side synchronization for their own mailboxes when they save Outlook activities to Dynamics 365 using the Sales agent for the first time, you can simplify their experience by setting up server-side synchronization of emails and appointments for all the Sales agent users.

For information about enabling server-side synchronization, see Connect to Exchange Online.

Step 5: Confirm users have the right security roles

If you're using the following out-of-the-box Dynamics 365 Sales security roles, you don't need to do anything. The Sales agent privileges are added automatically for:

  • Primary sales roles: Salesperson or Sales Manager

  • Administration roles: System Administrator or System Customizer

If you're using custom security roles, assign users the right roles and privileges required for Dynamics 365 customers.

Step 6 (optional): Customize the Sales agent

Administrator settings control the seller's the Sales agent experience in Outlook and Teams. You can customize the Sales agent to meet your organization's needs.

Set up Copilot AI features

You can set up AI features in the Sales agent to use AI features that are in preview or generally available.

Customize forms and fields

The Sales agent comes configured to allow users to be productive out-of-the-box. You can customize forms and fields as needed.

Step 7: Welcome sellers to the Sales agent

Now that you've installed and configured the Sales agent in Outlook and Teams, get your sellers to use it. Here's an example email message you can share.
Subject: Welcome to the Sales agent!

Dear Sellers,

Welcome to the Sales agent, a new app that brings CRM data and AI-powered intelligence into your flow of work in Outlook and Teams.

See what the Sales agent can do for you by taking the Sales agent training.

Step 1: Logging into the Sales agent for the first time

Sign in to your CRM system and pin the app.

Additional resources

The following articles guide you through using various the Sales agent features:
Troubleshooting

See the Sales agent troubleshooting guide article for common problems and solutions.

For additional community help, visit the Sales agent - Microsoft Community Hub page.

For ideas and suggestions, visit the Sales agent Community page.

Important

  • It can take up to 48 hours for the app to appear in Outlook and other Microsoft 365 apps. If users can't see the app after 48 hours, it might be due to the public attachment handling policy. More information: Why can't users see the Sales agent in Outlook after it's deployed?
  • The Sales agent doesn't support multiple tenants. It uses Microsoft Entra ID credentials to authenticate end users, so access is restricted to environments in the same tenant.
  • Users added as guests to a tenant can't access the Sales agent.

Community

We encourage all users of the Sales agent to visit and register on the Sales agent community. The community has:

  • Forums to connect with peers and discuss shared experiences.

  • Forums to contribute and receive support on common issues, which are routinely reviewed by our team of experts.

  • Spaces to share ideas and engage with the product development team.

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