This is like teaching a junior sales assistant how to read and respond to emails correctly, but the assistant is an AI inside Dynamics 365. These settings tell the AI which inbox to watch and how to handle qualification emails so it can help sales reps faster and with fewer mistakes.
Reduces manual effort and delays in qualifying leads and opportunities that come in via email by letting an AI agent automatically process, interpret, and respond within the Dynamics 365 Sales environment.
Deep integration with Microsoft Dynamics 365 Sales and Microsoft 365 email infrastructure, making the AI agent part of an existing, sticky CRM and productivity workflow rather than a standalone tool.
Frontier Wrapper (GPT-4)
Vector Search
Medium (Integration logic)
Email volume vs. LLM inference cost and latency, plus governance limits inside the Dynamics 365 and Microsoft 365 environments.
Early Majority
Tightly coupled with Microsoft’s CRM (Dynamics 365) and email ecosystem, enabling out-of-the-box AI-driven qualification on top of existing Microsoft data and identity without needing custom integrations.