Microsoft Copilot (Microsoft 365): Use Dataverse Business Skills in Sales Agent
Sales Agent can now be customized with organization-specific business processes, policies, and sales methodologies through Dataverse Business Skills. Administrators must configure these capabilities to tailor Sales Agent responses to their company's unique workflows and guidance.
Microsoft's description
Business Skills are natural language instructions authored and stored in Microsoft Dataverse that teach Sales Agent how work gets done within a specific organization. Business Skills enable organizations to create natural language instructions for Sales Agent to follow, which represent their business processes, policies, and business knowledge. Business skills can represent common sales workflows such as lead qualification, pipeline reviews, account planning, opportunity scoring, account brief creation, or organization-specific sales methodologies. Sales Agent uses the instructions in Business Skills to deliver responses that align with the customer's business processes and guidance. Sellers can interact with Sales agent using natural language and receive responses that are guided by their organization's Business Skills, following admin defined sales processes, applying company specific guidance, and surface insights that reflect how the organization operations. Administrators enable the required Dataverse capabilities, create and manage Business skills within Dataverse, and control Business skill access. Business skills can be authored using natural language instructions and associated with the organization's CRM environment.