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Haworth AI and Sales Forward
Revisit what we have explored, use the shared collaboration space, and shape the next seller, leader, and executive experiences together.
Now
Seller-role and sales-process discovery
Next
Two ready-now scenarios and one bounded proof
Measure
Adoption, time value, data quality, and safe follow-through
Start here
Everything needed to continue the work
The current workspace, the latest meeting artifact, and the original Sales Premium experience are connected here so the engagement can move forward without losing prior work.
AI Business Process Connect transcript
This meeting was transcribed but not video-recorded. The transcript is available to the approved audience in SharePoint.
Open the transcriptSales Premium customer hub
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What we heard
Start with the work, then choose the technology
The joint direction is to make the seller experience simpler, protect Dynamics 365 as the system of record, and prove value before expanding the solution.
Capture signals once, remove unnecessary steps, and make safe follow-through easier from Outlook, Teams, mobile, and the flow of work.
Begin with ready-now Copilot and Sales Agent value, use Cowork for justified cross-app orchestration, and extend only when a real gap remains.
Ground experiences in approved data, keep proposed actions reviewable, and require confirmation for consequential updates.
Interactive vision guide
See the experience through each role
Choose a role to explore an illustrative end-to-end journey. These scenarios guide discovery; Haworth will validate the priorities, data, actions, and success measures before any pilot.
Seller experience
Spend more time with customers and less time reconstructing the deal.
Bring trusted account context, meeting preparation, capture, and reviewable follow-through into the seller's flow of work.
- Prioritize the right customer and next action.
- Prepare with approved CRM and Microsoft 365 context.
- Review proposed follow-through before Dynamics 365 updates.
From vision to working proof
Move forward in bounded, measurable steps
The path separates what can be enabled now from what must be discovered, proven, and governed before scale.
Map roles and work
Choose priority seller personas, recurring tasks, friction, approved context, and outcome measures.
Use ready-now value
Validate the Sales Agent, Copilot, environment, access, and support path for a bounded cohort.
Test one orchestration
Run one cross-app scenario with explicit data, actions, human approvals, cost routing, and stop measures.
Scale, adjust, or stop
Expand only when repeat use, usefulness, data quality, supportability, and cost evidence justify it.
Joint workstreams
One engagement, connected work
Each lane contributes to the same outcome: a practical, governed AI operating model that meets Haworth users where they work.
Seller personas and processes
Document the priority roles, current work, D365 touchpoints, friction, approved actions, and success measures.
Sales Agent activation
Confirm the environment, cohort, access, scenarios, support, rollback, and baseline adoption measures.
Cowork fit
Test one cross-app seller task and compare value, maintenance, governance, and cost with extension or custom paths.
Executive activation
Choose leadership decisions and recurring tasks, then design a concise experience with trusted sources and a named sponsor.
Governance and operations
Resolve identity, data boundaries, monitoring, human approval, cost routing, support, and accountable ownership.
Adoption and outcomes
Measure repeat use, time value, scenario completion, correction rate, data quality, and support burden.
Technical delivery set
Discovery-first technical direction
The current state is a customer journey and discovery guide, not a final production design. Haworth and Microsoft technical owners will close the decisions below before implementation.
Readiness to confirm
- Target environment and eligible users
- Identity, roles, data, and licensing path
- Support, monitoring, and rollback ownership
Boundary to validate
- Dynamics 365 remains the system of record
- Copilot, Sales Agent, and Cowork use approved context
- Connectors and actions are explicitly bounded
Proof to define
- One persona, task, trigger, and desired outcome
- Human review for consequential actions
- Acceptance, cost, stop, and scale measures
Decision owner: joint Haworth and Microsoft technical leads, informed by the seller-process discovery and the selected proof scenario.