Explore lead qualification in Dynamics 365

  • Module
  • 14 Units
Beginner
Business User
Functional Consultant
Dynamics 365
Sales

Explore how Dynamics 365 Sales supports lead qualification, AI-assisted prospecting, and seller productivity with the Sales Qualification Agent, work list, sequences, Copilot, and LinkedIn Sales Navigator.

Learning objectives

After completing this module, you'll be able to:

  • Describe the lead-to-opportunity process in Dynamics 365 Sales.
  • Explain how AI features such as predictive lead scoring and Copilot assist with prospecting.
  • Describe how the work list and sequences organize daily seller activities.
  • Explain how the Sales Qualification Agent automates early lead qualification.
  • Describe how the Sales Research Agent enriches lead and account records.
  • Explain how Sales in Microsoft 365 Copilot extends CRM intelligence into Teams and Outlook.
  • Describe the Dynamics 365 Sales mobile app and LinkedIn Sales Navigator capabilities.

Prerequisites

  • None
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