Customize lead qualification for a seamless experience

Enabled for	Public preview	Early access	General availability
Users, automatically	-	Jul 29, 2024	Oct 25, 2024

Business value

Streamlined lead qualification in Dynamics 365 Sales empowers you to fine-tune the qualification process to match your organization's unique needs and sales criteria. This agile configuration removes unnecessary interactions and saves valuable time, promoting swift, informed lead evaluation.

As a sales professional, you benefit from insightful Copilot lead summaries that provide clear and concise lead overviews for informed decision-making. Creating multiple opportunities from a single lead maximizes sales potential, while enhanced collaboration allows for opportunity assignments among team members. Furthermore, eliminating redundant data entry by prepopulating fields of the generated opportunities boosts your productivity and ensures focused efforts on high-value sales activities.

Feature details

As an administrator, you can:

• Configure the lead qualification process to ensure that leads are thoroughly evaluated.
• Enable Copilot to generate a lead qualification summary.
• Configure the creation of multiple opportunities from a single lead.

As a seller, you can:

• Assign newly generated opportunities to other sellers, so you foster collaboration and maximize sales team efficiency.
• View the AI-generated lead qualification summary after you qualify a lead.
• Choose to create multiple opportunities from a single lead.

Geographic areas

This feature is available in the following Microsoft Azure geographic areas:

• Germany
• Norway
• Singapore
• South Africa
• Switzerland
• United Arab Emirates
• United States
• Europe
• Asia Pacific
• United Kingdom
• Australia
• Brazil
• Canada
• India
• Japan
• France
• Korea

Additional resources

Customize the lead qualification experience (docs)