Know where to focus
Prioritized work, predictive scoring, advanced relationship intelligence, and forecast signals help sellers and managers act earlier.
Executive summary
Premium is the intelligence foundation
Let agents watch the work
Qualification and Opportunity Agents research, monitor, synthesize, flag risk, and recommend actions against governed CRM context.
Work from anywhere
Outlook, Teams, Copilot, Cowork, and mobile voice bring CRM context and confirmed updates into the seller's current flow.
Haworth mission alignment
Reduce admin. Make priorities obvious. Help sellers win.
Learn with Copilot
Help individual sellers move faster with research, meeting preparation, drafting, business plans, and follow-up.
Capture seller patterns
Identify what works across business plans, RFPs, presentations, coaching, insights, leads, and data capture.
Scale with V365
Turn proven patterns into governed, repeatable workflows connected to customer and opportunity data.
2027 readiness
Surround the seller with Premium intelligence
| Surface | Seller value | Governance role |
|---|---|---|
| Sales Premium | Prioritized work, sequences, predictive scoring, advanced relationship intelligence, conversation insight, and forecasting. | Validate data quality, model readiness, sequence policy, consent, access, and manager ownership. |
| Qualification and Opportunity Agents | Research leads, evaluate fit, monitor deal signals, surface risk, and recommend the next action. | Set scope, autonomy, handoff rules, capacity, quality review, and customer-contact controls. |
| Sales Agent for Microsoft 365 Copilot | Sales-specific research, synthesis, questions, and recommended actions. | Ground answers in permitted sources and verify before action. |
| Mobile voice | Dictate CRM notes, prepare for meetings, and propose supported opportunity field updates while on the go. | Review transcription and confirm the target record and proposed update before saving. |
| Cowork | Execute visible multistep plans across permitted Dynamics 365 and Microsoft 365 context. | Keep source permissions in force and review customer-facing output before release. |
Planning boundary: Haworth's July 2026 source identifies V365 Premium for 2027. This is a customer planning direction, not a Microsoft release commitment. Capability names, availability, licensing, geography, language, consent, and configuration must be verified before rollout.
Lifecycle view
Demonstrated proof and proposed extensions
| Stage | Microsoft engagement surface | Agent contribution | Current disposition |
|---|---|---|---|
| Lead | Dynamics 365 Sales; optional governed Power Pages intake | Research and explain lead fit. | Proposed extension |
| Qualify | Dynamics 365 Sales | Provide fit evidence and a qualification recommendation. | Proposed extension |
| Develop | Outlook, Sales Agent, Dynamics 365 Sales, Opportunity 360 | Summarize context, prioritize risk, and recommend next actions. | Demonstrated with synthetic data |
| Propose | Dynamics 365 Sales, Cowork, Word, PowerPoint | Prepare grounded review candidates. | Demonstrated with synthetic data |
| Close | Dynamics 365 Sales | Assemble decision evidence and recommend an action when available. | Proposed extension |
| Continue | Customer Service, Field Service, selected Microsoft planning surface | Carry governed context into the next team and surface future growth evidence. | Service continuity shown; full loop proposed |
Control model
Automation with visible decision rights
Agent-led does not mean uncontrolled. An agent may research, prioritize, summarize, and prepare work within its configured mode. Haworth can choose where a seller must review or approve outreach, lead conversion, CRM changes, commercial content, close actions, orders, service actions, and downstream opportunities.
Availability, licensing, capacity, language, region, consent, and configuration can vary. Each capability must be verified in the intended environment before it is presented as active.
Opportunity and asset views
Put context at the decision point
| View | Best placement | Purpose |
|---|---|---|
| Opportunity 360 | Dynamics 365 Sales opportunity, Sales Agent context, and proposal review | Keep stakeholders, risks, activities, products, pricing, and project readiness together during Develop and Propose. |
| Asset 360 | Customer Service case, Field Service work order, and mobile service experience | Carry installed product, serial, entitlement, service history, knowledge, and expansion evidence into Continue. |
Next proof
Three bounded options
Working-session close
Decision record
Selected proof
Executive sponsor role
Accountable workflow owner
Business and adoption measures
Required source information
Review date