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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 to cover 2-3 times of your target quota goal. However, doing so requires manual work across fragmented tools. It's also inefficient as you have to spend hours each week sending hundreds of prospecting emails, only to book 2-3 meetings with prospects, of which perhaps one will convert to a qualified opportunity.
The Sales Qualification Agent in Dynamics 365 Sales now eliminates the human toil by autonomously researching information about every lead using the data from CRM and public web sources. The agent then makes a recommendation on 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 now 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 is not available independently):
The research agent uses data from CRM and public web sources as well as 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 are aligned 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, so that you can engage with the full context of their ongoing conversations with your company.
- Review a personalized email, composed using talking points generated from the synthesized research, to send to the prospect.
The prioritization agent recommends whether to engage with the lead based on the ideal customer profile configured during setup. The assessment not only relies 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 are always working on the most important ones the agent brings to them.
The outreach agent creates a personalized email to engage the lead, based on all the data gathered by the research agent, to maximize response rates.
The agent is customizable so you can tailor it to your team's needs. As an admin, you can:
- Select a team of sellers or roles on whose behalf the agent works, 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 (for example, specific job or industry codes) for the agent to assess.
- Show a custom insight to your sellers on the generated research page (for example, 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
This feature currently is not visible in customer environments due to an active live site issue, which we're working to resolve.