In early 2024, six months after the highly anticipated launch of Microsoft Copilot across the 62,000-person Microsoft Customer and Partner Solutions (MCAPS) organization – one of the world’s largest sales organizations – the initial excitement had not yet materialized into widespread adoption and transformation. But, two years after initiating their AI transformation journey, the organization’s daily active usage of AI tools had reached over 60% and monthly active usage over 98%, significantly altering how sales professionals approached their work. The path to adoption had required Microsoft to evolve its approach based on early deployment insights.

The company had simultaneously developed autonomous sales agents capable of managing end-to-end customer interactions. Unlike Copilot, which acted as an assistant in the flow of work, Sales Agent could take action on its own: it was designed to automate the sales process under pre-specified constraints or guardrails. This innovation presented new and unique challenges.

Harvard Business School Associate Professors Iav Bojinov and Shunyuan Zhang join Brian Kenny to discuss the case, “Microsoft Customer and Partner Solutions: The Deployment of Copilot and Agents.” They explore the company’s journey to successfully mobilizing AI adoption within the sales process, the challenges it faces integrating automonous sales agents, and what it takes to get thousands of employees to fundamentally change how they work.