EPAM reimagines sales with Dynamics 365 and Microsoft Copilot for Sales

Since 1993, EPAM has used its software engineering expertise to provide cloud, consultancy, and AI-enabled transformation services for global clients ranging from enterprise leaders to ambitious startups.

Agent or tool: Microsoft Copilot for Sales
Topic: Sales & Marketing
Reported on: Case study (Microsoft)
Added: 2026-11-11

Why it matters

Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 613 sightings filed under Sales & Marketing on Agent Sightings (number 551 by interest), and one of 13 involving Microsoft Copilot for Sales.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into Microsoft Copilot for Sales or any similar agent and adjust the details to your situation.

I want an agent to do the research and drafting for this sales or marketing workflow, and stop for my approval before anything is sent. The tool in the source case was Microsoft Copilot for Sales.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Case study (Microsoft): https://www.microsoft.com/en/customers/story/1741911751634573079-epam-dynamics…. Our summary is a paraphrase; details are in the source.

Built an AI agent? Feature your agent on Agent Sightings, free submission or a featured spot.

Browse more like this

More in Sales & Marketing · more with Microsoft Copilot for Sales · all browse pages · industry guides

Related sightings

Zurich Insurance enhances customer relationships with Dynamics 365 and Microsoft 365 Copilot for Sales · Microsoft Copilot for Sales · Sales & Marketing
Zurich Schweiz — Zurich Insurance Group uses Microsoft 365 Copilot for Sales to help streamline workflows by integrating AI and sales insights into…
Sandvik Coromant hones sales experience with Microsoft Copilot for Sales · Microsoft Copilot for Sales · Sales & Marketing
Sandvik Coromant has a history of looking to the future. With a presence in more than 150 countries and a staff of around 8,000, Sandvik Coromant…
First National Bank enhances customer communications with Microsoft Copilot for Sales · Microsoft Copilot for Sales · Sales & Marketing
First National Bank (FNB) is a division of FirstRand Bank Limited, the largest listed financial institution by market capitalization in Africa. Its…
“Get your hands dirty:” Safari365’s CEO shares why execs should roll up their sleeves with Agentforce. · Agentforce · Sales & Marketing
Safari365 Marcus Brain Interview — Marcus Brain asked his team what they wanted to automate with AI agents – and boosted efficiency by 30%. Marcus…
Intralox enhances customer service efficiency with Microsoft 365 Copilot · Microsoft Copilot for Sales · Customer Support
The implementation of these solutions improved access to information, reduced inefficiencies, and saved time for both Intralox and its customers…
Microsoft Dynamics 365 Sales helps MSC chart a smart course · Microsoft Copilot for Sales · Customer Support
MSC uses Microsoft Dynamics 365 Sales to unify customer data, automate sales activities, and deliver more personalized customer experiences…

← All 2754 use cases