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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 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 by autonomously researching information about every lead using data from CRM, public websites, and your company's internal knowledge sources. The agent then engages every lead autonomously, reminding them, following up, answering their questions, and understanding their need, ability, and intent to purchase. If the lead fits your ideal customer criteria and shows intent to purchase, it hands off the lead to a seller to take it forward, ensuring that your sales team builds a high-quality pipeline of high-intent leads, while spending more time building customer relationships and less time pursuing cold leads.
Feature details
The agent works on behalf of your team to autonomously prospect leads based on your defined selection criteria. Some features include:
AI-powered lead research: The agent autonomously researches leads by combining your CRM data with public web sources as well as custom knowledge sources through Copilot Studio, creating rich lead and company profiles. It assesses a lead's importance based on target profile criteria you define, as well as signals from emails with the lead and recent marketing interactions.
Instant insights: Get actionable recommendations, 360-degree lead and account summaries, recent company news, competitor insights, and clear prioritization—letting sellers focus on the leads most likely to convert.
Personalized outreach: The updated agent not only automatically drafts but also sends customized emails with key talking points. It also reminds leads that don't engage, increasing the response rates of your prospecting efforts.
Smart engagement with Q&A and intent detection: With new automation, the agent can send personalized follow-up emails and analyze responses to detect purchase intent, ensuring high-touch engagement and boosting your pipeline’s quality. It can answer the lead's questions using your configured knowledge sources, moving the lead further down the consideration journey.
Easy customization with configurable automation level: Admins can tailor qualification rules, add industry-specific research sources, and fine-tune the agent’s handover criteria to your unique sales strategy. You can control the level of automation you want—from research and prequalification all the way to full engagement
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Geographic areas
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Language availability
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