COSMO CONSULT sales operations agents
COSMO CONSULT uses Copilot Studio agents to clean account data, capture trade-show leads, and map expenses into project work.
Author: Microsoft
What was done
COSMO CONSULT added Copilot Studio agents on top of its Dynamics 365 sales and operations platform to replace manual sales and back-office steps. Its Data Health Assistant checks account records against internal rules and guides users through corrections, while Text2Lead turns unstructured trade-show notes into structured CRM leads in seconds. Another background agent maps submitted expenses to the correct Dynamics 365 Project Operations task without a separate user interface. Microsoft reports four agents are in production, data-quality support requests dropped sharply, and 96% of relevant accounts now meet top-tier quality standards.