Sales Research Agent and Sales Research Bench

TL;DR

The Sales Research Agent in Microsoft Dynamics 365 Sales is described, an AI-first application that connects to live CRM and related data, reasons over complex schemas, and produces decision-ready insights through text and chart outputs, using a purpose-built benchmark that scores systems on eight customer-weighted dimensions.

Abstract

Enterprises increasingly need AI systems that can answer sales-leader questions over live, customized CRM data, but most available models do not expose transparent, repeatable evidence of quality. This paper describes the Sales Research Agent in Microsoft Dynamics 365 Sales, an AI-first application that connects to live CRM and related data, reasons over complex schemas, and produces decision-ready insights through text and chart outputs. To make quality observable, we introduce the Sales Research Bench, a purpose-built benchmark that scores systems on eight customer-weighted dimensions, including text and chart groundedness, relevance, explainability, schema accuracy, and chart quality. In a 200-question run on a customized enterprise schema on October 19, 2025, the Sales Research Agent outperformed Claude Sonnet 4.5 by 13 points and ChatGPT-5 by 24.1 points on the 100-point composite score, giving customers a repeatable way to compare AI solutions.

Figures (4)

• Figure 1: The Sales Research Agent in the Dynamics 365 Sales Hub.
• Figure 2: Sales Research Bench Composite Score Results.
• Figure 3: Sales Research Bench Composite Scores with Dimension-specific Scores.
• Figure 4: Sales Research Bench Scores by Dimension.