Smarter Selling: Leveraging AI and HEADSTART in Microsoft Dynamics 365

Thursday, January 29 | 11:00 - 12:00 PM CST

Building on our previous session – From Buzz to Business Value: AI in Your Apps – this webinar will explore how AI is transforming Microsoft Dynamics 365 sales. Join Microsoft and Sikich to learn about AI-driven features and agents that drive smarter sales processes with Sikich's HEADSTART approach built in. See what's available out of the box and uncover how you can start putting these resources into action.

In this webinar, we'll cover the the three new agents and review Copilot for Sales. You'll hear about: 
  • Sales Qualification Agent: AI evaluates and scores leads based on multiple data points, prioritizing high-potential opportunities to improve pipeline quality
  • Sales Close Agent: Uses AI to identify buying signals and potential obligations, delivering personalized messaging and negotiation tactics
  • Sales Research Agent: AI automates lead and market research, delivering relevant customer insights faster to accelerate prospecting
  • Copilot for Sales: Features like record summarization and AI-powered email generation enhance sales productivity by providing quick overviews and personalized communication drafts

Who Should Attend:
  • Sales managers
  • Account executives
  • Business development professionals
  • CRM administrators eager to leverage AI to optimize sales performance within Dynamics 365
Don't miss this opportunity to transform your sales process with brand new AI tools in Dynamics 365. 

Our Presenters

Tamerah Ast Circle.png

Solution Architect
black sikich logo (101x40).png


Sneha Daggubati Microsoft Circle.png

Senior Partner Solution Architect
microsoft-logo-2.png


Sikich | 1415 W. Diehl Rd., Suite 400, Naperville, IL 60563 | www.sikich.com

Sikich practices in an alternative practice structure in accordance with the AICPA Professional Code of Conduct and applicable law, regulations, and professional standards. Sikich CPA LLC is a licensed CPA firm that provides audit and attest services to its clients, and Sikich LLC and its subsidiaries provide tax and business advisory services to its clients. Sikich CPA LLC has a contractual arrangement with Sikich LLC under which Sikich LLC supports Sikich CPA LLC's performance of its professional services. Sikich LLC and its subsidiaries are not licensed CPA firms.

"Sikich" is the brand name under which Sikich CPA LLC and Sikich LLC provide professional services. The entities under the Sikich brand are independently owned and are not liable for the services provided by any other entity providing services under the Sikich brand. The use of the terms "our company", "we" and "us" and other similar terms denote the alternative practice structure of Sikich CPA LLC and Sikich LLC.

Copyright © 2025 Sikich LLC. All rights reserved.