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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 | - | Oct 2025 |
Business value
As a sales team, you need research that’s not only comprehensive but also tailored to your specific industry, customer segments, and business strategy. While a Sales Qualification Agent’s out-of-the-box research provides broad insights, many organizations rely on industry-specific sources, regulatory databases, or niche publications to make informed decisions.
With this enhancement, the agent delivers more relevant, customized insights by incorporating data from public web sources that matter most to your business. You gain real-time access to industry-aligned insights and can engage leads with deeper context, using up-to-date information to ensure outreach is timely and impactful.
Feature details
Admins configure the Sales Qualification Agent to pull relevant insights from specific web sources, so they can tailor research to your industry's needs. Sellers see industry-specific insights from web sources that are relevant for your business.
For example, Contoso's sales ops team wants sellers to see industry details for incoming leads based on NAICS codes. By specifying sources that provide NAICS classifications, admins ensure that sellers receive industry insights directly in their workflow. This approach streamlines research and enables faster, more informed engagements.