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A seller has a Dynamics 365 Sales Enterprise license but no Microsoft Copilot license. Which data can Sales Agent use for CRM-grounded capabilities?
CRM data from Dynamics 365 Sales
Work data from Outlook and Teams
CRM and Microsoft 365 work data
A seller needs to review CRM information while replying to an email and analyze a recorded customer meeting. Which pair of experiences should the seller use?
The Sales pane in Outlook and the Sales tab in the Teams meeting recap
Sales Agent chat in Word and the forecast page in Dynamics 365 Sales
Copilot in Excel and Microsoft Teams channel analytics
A CRM administrator wants sellers to view a related custom Project record in Sales Agent. Which configuration should the administrator use?
Add the related record type under Forms in Sales admin settings and publish it
Create a deal room linked to the custom Project record
Restrict Sales Chat to a security group under Access settings
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