An agentic CRM uses AI agents throughout the sales journey, not just automation. In Dynamics 365 Sales, agents research leads, qualify inbound enquiries, support deal closing, and turn raw pipeline data into next-step recommendations, working alongside Copilot to reduce manual effort.
Kick helps UK sales teams move beyond spreadsheets and disconnected systems with agentic CRM - Microsoft Dynamics 365 Sales powered by Copilot and AI agents that research, qualify and help close deals alongside your team.
See how Dynamics CRM can work for your business
The cost of disconnected data
Why sales leaders are rethinking their CRM
Fragmented systems don't just frustrate teams - they show up directly in lost pipeline and poor customer experience.
66%
of enterprise marketers have trouble tracking customer journeys.
20%
of enterprise teams often struggle to communicate across silos.
44%
of sales leaders cite data quality as a top barrier to effective sales analytics, according to Gartner.
HOW IT WORKS
Agentic AI at every stage of the sales funnel
Microsoft Dynamics 365 Sales, powered by Copilot, goes beyond automation - AI agents unify data, simplify processes and accelerate seller productivity from first touch to renewal.
Stage 1
Lead generation
Dynamics 365 Customer Insights unifies real-time customer data and delivers AI-generated segmentation, so marketing hands off higher-quality leads to sales.
Stage 2
Sales qualification
Sales Qualification Agent works autonomously to research inbound leads from multiple sources, converting priority leads into confirmed meetings faster.
Stage 3
Deal closing
Copilot surfaces open tasks and forecasts, while Sales Close Agent prioritises high-value pursuits and can autonomously progress low-complexity transactions.
Stage 4
Customer nurture
Sales Research Agent turns raw account data into insights and action plans, helping sellers maintain strong relationships long after the deal is done.
DELIVER CONNECTED EXPERIENCES
Connected customer experiences, powered by Copilot
Accelerate sales cycles and close more deals by integrating agentic CRM with the entire Microsoft ecosystem, for a unified experience across sales, service and marketing.
Unify customer engagement
Connect Dynamics 365 Sales with Microsoft 365, Teams, Power Platform and Customer Insights to share data and workflows across departments.
Simplify your tech stack
Replace siloed point solutions with a single, comprehensive CRM that supports the full sales lifecycle, from lead to close.
Boost productivity in familiar tools
Empower sellers to manage deals, update records and collaborate directly within Outlook, Teams and Excel - no context switching.
Optimise interactions with prebuilt agents
Research delivers actionable insights, Qualification prioritises inbound leads, and Close mitigates risk and progresses simple deals.
THE BUSINESS CASE
Agentic selling is already driving real business impact
Businesses that have integrated AI into their selling process are seeing it show up on the bottom line. Microsoft sellers with high Copilot and agent usage report:
10% +
increase in sales lead / opportunity conversion.
20% +
increase in close rates using Copilot.
9% +
higher revenue per seller.
Common questions
How is agentic CRM different from CRM automation?
Traditional CRM automation follows fixed rules. Agentic CRM uses AI agents that work autonomously - researching leads from multiple data sources, prioritising opportunities, flagging risks and completing low-complexity tasks without a seller having to action every step.
Does Dynamics 365 Sales connect to marketing and customer service?
Yes. Dynamics 365 Sales shares data with Dynamics 365 Customer Insights for marketing and Dynamics 365 Customer Service, giving sales, marketing and service teams a single connected view of the customer instead of siloed systems.
How does Kick help with agentic CRM implementation?
As a certified Microsoft Solutions Partner, Kick scopes, implements and supports Dynamics 365 Sales and Copilot, connecting it to your existing Microsoft ecosystem and configuring AI agents such as Sales Qualification Agent and Sales Research Agent around your sales process.
Extend agentic CRM across marketing and service
Dynamics 365 Sales is stronger when it's connected. Explore the two products that close the loop with marketing and customer service.
We're here to help
Whether you are ready to start your next project or simply want to learn more about Kick, our team is here to help.