Boost pipeline by autonomously researching leads with Sales Qualification Agent

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	May 5, 2025	-	Oct 2025

Business value

As a seller, you typically need to build a qualified pipeline that covers two to three times your target quota goal. However, building this pipeline requires manual work across fragmented tools. It's also inefficient to spend hours each week sending hundreds of prospecting emails just to book two to three meetings with prospects, of which perhaps one prospect converts to a qualified opportunity.

The Sales Qualification Agent in Dynamics 365 Sales eliminates this human toil by autonomously researching information about every lead using data from CRM and public web sources. The agent then recommends whether you should engage with the lead. If you choose to engage, the agent displays a pregenerated email with highly personalized talking points to grab the prospect's attention. With the agent, you can spend more time meeting customers and less time triaging leads.

Feature details

The Sales Qualification Agent combines the power of three agents that work together to help sellers build a qualified pipeline more efficiently (although each agent isn't available independently):

The research agent uses data from CRM and public web sources, along with existing copilot skills, to synthesize key customer and account data. It enables sellers to:

• Get a 360-degree view through lead and account summaries.
• Confirm that the lead has a valid work email address to minimize wasted effort.
• Know who can make an introduction (coworkers who know the lead).
• Verify that the lead's company finances, priorities, and business environment align with your solution area (Account 10-K, strategic priorities, and so on).
• Get suggestions for who else at the lead's company to contact.
• See existing opportunities tied to lead, contact, and account records, so you can engage with the full context of their ongoing conversations with your company.
• Review a personalized email that uses talking points generated from synthesized research to send to the prospect.

The prioritization agent recommends whether to engage with the lead based on the ideal customer profile you configure during setup. The assessment relies not only on data in CRM but also on data obtained from predefined and custom public websites. Sellers and administrators can create custom views that filter leads based on strong fit, so they're always working on the most important leads the agent brings to them.

The outreach agent creates a personalized email to engage the lead, based on all the data the research agent gathers, to maximize response rates.

You can customize the agent to fit your team's needs. As an admin, you can:

• Select a team of sellers or roles on whose behalf the agent works, by using security groups.
• Set up ideal customer profile criteria to ensure every seller engages with only the best-fit leads.
• Augment research sources by adding public websites that are relevant to your business, so that you can:
  • Set an ideal customer criterion, such as specific job or industry codes, for the agent to assess.
  • Show a custom insight to your sellers on the generated research page, like if employees at the prospective company primarily work from home or office.
  • Ground the agent in the value proposition of what you sell so it can add relevant talking points in the generated emails.

Note

Currently, customers can't see this feature because of an active live site issue. We're working to resolve it.

Additional resources

Sales Qualification Agent overview (docs)