Where it runs
Runs across pricing, margin and quote data for commercial teams.
Dynamics 365 Sales
Why it exists
Complex pricing models live in spreadsheets and in a few people's heads, so every internal pricing question turns into a queue.
What it does
An agent that turns a pricing question into structured analysis — evaluating scenarios and quote structures, comparing margin and discount impact, and summarizing the assumptions and exceptions behind the answer.
What changed
- Pricing turnaround measured in minutes
- More consistent pricing and clearer governance
- Margins protected through better visibility
- Far less manual spreadsheet analysis
Built with
- Copilot Studio
- Dynamics 365 Sales
- Power BI
- Dataverse