Activation resource center

Get to a measured Sales Agent pilot with one clear runbook.

An owner-led, five-business-day target to install, connect, configure, validate, and pilot native Sales Agent before considering any extension.

Prepared for Barry-Wehmiller Group Approved Barry-Wehmiller and Microsoft engagement participants Updated 2026-09-29

Open the turnkey launch guide Start with Step 1

Start here

Lock the scope before configuration starts

Complete the bounded customer profile, assign every owner, and use the five-day target to reach pilot readiness without guessing.

Game plan HTML

Turnkey launch guide

Run the eight-step sequence from owner assignment through the production decision.

Open the guide

Checklist HTML

Customer launch profile

Confirm the exact environment, pilot users, accountable owners, scenario, and read-only boundary.

Confirm the profile

Workshop HTML

Five-day fast path

Use five control points to move from scope through access, configuration, validation, and pilot.

Review the path

Technical delivery set

Configure the minimum safe native path

The first proof stays native-first, least-privileged, and read-only. Every step names its owner, output, evidence, completion gate, and recovery path.

Setup HTML

Eight execution steps

Install the app, connect Dynamics 365, initialize Sales Chat, and configure the minimum data boundary.

Run the steps

Validation HTML

Scripted validation

Run twelve known-answer, paraphrase, missing-data, conflict, permission, and no-write cases.

Open the test script

Scorecard HTML

Pre-pilot and pilot gate

Measure grounding, correctness, access, zero writes, safe failure, usefulness, unassisted completion, time benefit, and critical pilot safety.

Review the proof gate

Follow-through

Pilot, decide, and operate with evidence

A completed pilot is not production approval. Use the evidence to stop, repair native setup, evaluate an extension, or plan production.

Owner map HTML

Role-based ownership

Name the six people accountable for business acceptance, deployment, security, validation, and follow-through.

Review owners

Decision HTML

Production decision

Choose one next move and confirm support, monitoring, training, change control, governance, and rollback.

Make the decision

References HTML

Microsoft product guidance

Use current Microsoft Learn guidance for deployment, setup, access, roles, and optional extension details.

Review sources