AI Agent

Sales Agent

Sales Agent that automates sales workflows using your data and tools.

The challenge

Sellers lose hours a day to note-taking, CRM updates and chasing the deal desk for a quote. Discounts get agreed in conversation and justified afterwards, customer references are quoted from memory, and the forecast reflects optimism rather than what the activity actually shows.

The outcome

Azure Communication Services captures the call and Azure OpenAI summarises it into the CRM, Azure AI Search grounds the proposal in the approved price book and cleared references, and a Microsoft Foundry agent configures the quote. Anything outside discount policy routes to a manager with the margin attached.

At a glance

Type: ai agents
Category: business

Next step

Move from solution to engagement.

Build This Solution

01 — Architecture

End-to-end architecture

Meetings, calls and emails are summarised straight into the CRM, opportunities are scored, and the Foundry agent configures and prices a quote from the approved price book. Proposals are grounded in cleared references, and any discount or non-standard term routes to a named manager before it reaches the customer.

Figure 1 — End-to-end reference architecture for an opportunity and quoting agent on the Microsoft stack.

02 — Workflow

Process & decision workflow

How a deal is captured, qualified, configured, quoted and forecast — then branched. Standard pricing issues the quote straight through, while any discount or non-standard term is presented to a sales manager with the margin and the rationale attached.

Figure 2 — Capture → qualify → configure → quote → propose → pricing branch → issue or approve.

03 — Components

Key Microsoft components

Selling time is the scarce resource — capture, configuration, pricing and forecasting all stay on the Microsoft stack.

Dynamics 365 / CRMOpportunities, activities and the system of record.
Azure Communication ServicesCall and email capture with automatic summarisation.
Azure API ManagementSecure gateway for CRM, configure-price-quote and ERP APIs.
Azure FunctionsQualification scoring, margin checks and pipeline rollups.
Microsoft Foundry Agent ServiceQualification, configuration and proposal orchestration.
Azure OpenAI modelsMeeting summaries, proposal drafting and deal narratives.
Azure AI SearchGrounding over the price book, offers and cleared references.
Azure AI Content SafetyGuardrails on claims, commitments and pricing language.
Azure Logic AppsApproval routing, escalation and signature workflows.
Azure SQLPipeline, quotes, discounts and approval records.
Azure Cosmos DBLive deal state, tasks and configuration history.
Azure Key VaultCRM, quoting and signature integration secrets.
Azure Blob StorageProposals, contracts and supporting deal artefacts.
Power BI / Microsoft FabricForecast, coverage, win rate and margin dashboards.

04 — AI

What the agent consumes

The capabilities the agent applies to every deal, and the line it does not cross.

AI capabilities embedded in the agent

Meeting and call summarisation
Entity extraction
Qualification scoring
Product configuration
Pricing and discount validation
Retrieval-augmented generation
Proposal drafting
Reference matching
Risk and slippage detection
Forecast rollup
CRM hygiene
Approval routing

AI responsibility boundaries

The agent qualifies, configures and drafts; a named manager approves any discount, non-standard term or margin exception. It quotes only from the approved price book, cites only cleared customer references, and never commits a delivery date the business has not confirmed. Every quote stores the rule, the rationale and the approver.

05 — Personalization

Personalization & evolving process

The same methodology applies to every agent in the catalog. Tune the segment, the deal template, the pricing rules and the value model — the page structure stays identical.

Segment & offer profile

Define the territories, segments, product catalogue, price book and contract templates in scope. The personas are the seller, the sales manager, the deal desk and finance.

06 — Impact

Key outcomes & business impact

Starting targets for the value case — validate each one against the customer baseline during discovery.

Selling time+30%Admin, notes and CRM updates leave the seller day.
Quote turnaroundSame dayConfigured, priced proposals instead of a deal-desk queue.
Discount leakage−25%Every exception is routed, justified and recorded.
Forecast evidence100%Stage and risk derived from activity, not optimism.