How to Create, Configure the Opportunity Research Agent in Dynamics 365 Sales
In this video, UG Expert and Microsoft MVP, Heidi Neuhauser, explains how to create and set up the Opportunity Research Agent in D365 Sales.
Key Takeaways
- Setup: The Opportunity Research Agent is configured within the Sales Hub by switching to App Settings, then navigating to Dynamics 365 AI Hub. Users can create and configure the Opportunity Research Agent by ensuring Bing search and server-side sync are set up, then proceeding to build the agent profile.
- Adding details: Next, name the agent, provide company details (name, website, value proposition), and configure selection criteria such as open opportunities with an adjustable estimated revenue amount, along with a name and description.
- Research insights: You can set the refresh frequency to control how often the agent updates its research insights. Then, in the opportunity assessment section, select key fields like estimated revenue and close date, or choose custom fields that better fit your needs.
- Save and publish: Finally, configure competitor insights and knowledge sources in the knowledge area, then click Save and Start agent to publish it. Once activated, the agent will begin researching selected opportunities and surface insights in your Dynamics 365 Sales Hub.
