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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 | Jul 2025 | - | - |
Business value
Sales teams get a wide variety of leads but often don't have the capacity to handle them all effectively. Scaling operations can be a daunting task. When you expand the team or streamline processes, you risk overlooking opportunities and losing revenue.
The autonomous Sales Qualification Agent in Dynamics 365 Sales works nonstop to build a qualified pipeline and boost revenue. After you configure it, the agent works on its own with minimal human oversight. It continuously handles every lead with precision. By leveraging data from your CRM and external sources, the agent automatically researches each lead, intelligently sends personalized outreach emails, follows up with timely reminders, gauges buying intent, and eventually hands over only the most qualified leads to human sellers.
By freeing sellers to focus on closing deals, the agent boosts productivity, lowers operational costs, and maximizes overall team revenue.
Feature details
You can customize the autonomous Sales Qualification Agent to align with your specific business processes and sales strategies.
- Precise lead targeting: Define specific filtering criteria to ensure the agent focuses exclusively on your desired leads. These criteria can include leads from a particular geography, related to a specific product, or leads that meet a certain lead value threshold.
- Intelligent research and synthesis: The agent automatically gathers and synthesizes key customer and account data from your CRM, public web sources, and existing copilot skills. It provides crucial context for qualification and enables sellers with deeper insights.
- ICP-driven qualification: Establish detailed Ideal Customer Profile (ICP) criteria for the agent to accurately assess lead fit and prioritize high-potential prospects.
- Knowledge-infused outreach: Configure the agent with access to your knowledge base, so it can automatically incorporate relevant testimonials, case studies, and other social proof into its outreach emails to enhance credibility.
- Automated follow-ups: Set up a follow-up strategy that includes time delay, frequency, and channels for the agent to use when following up with prospects.
- Informed prospect engagement: Provide the agent with knowledge sources so it can intelligently answer prospect questions about your product or service capabilities, features, maintenance, pricing, and more. This setup ensures accurate and timely responses.
- Performance monitoring and analytics: Track the agent's effectiveness with clear metrics. These metrics include the number of leads engaged, emails sent, positive interactions, leads qualified, and overall pipeline contribution.
- Supervisor oversight: Supervise the agent's activities. Review its interactions and easily intervene to provide guidance or resolve situations where it needs assistance. This approach ensures smooth operation and continuous improvement.
