Ricoh Japan drives digital transformation with Dynamics 365

Used by 14,000 users, Ricoh Japan's new system integrates Microsoft Copilot for Sales and Dynamics 365, enabling data-driven sales and seamless Microsoft 365 integration. Ricoh Japan collaborated with Microsoft and Accenture Japan Ltd. to design and implement a new sales solution based on Dynamics 365 Sales, migrating close to 300 million records.

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 455 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/23691-ricoh-dynamics-365-sales. Our summary is a paraphrase; details are in the source.

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