Where it runs
Runs across quoting, pricing and margin data for sales and commercial teams.
Dynamics 365 Sales
Why it exists
Quoting takes weeks and depends on a handful of people who carry the pricing history in their heads. When they are busy, the deal waits.
What it does
The agent reads the RFQ, pulls historical pricing, margin data and win/loss history, and produces a draft quote that is 80–90% complete. A reviewer approves, adjusts and sends — governance and human judgment stay in the loop.
What changed
- Quote cycle from roughly 24 days to roughly 24 hours
- Far less dependence on a few key individuals
- Consistent pricing and clearer profitability insight
- Institutional pricing knowledge captured, not carried
Built with
- Dynamics 365 Sales
- Copilot Studio
- Azure AI Foundry
- Power BI