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Improve sales efficiency with Sales Qualification Agent's email validation

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 1, 2025 - Oct 2025

Business value

Inaccurate email addresses in CRM systems can significantly hinder your productivity and engagement with prospects, leading to missed opportunities and decreased sales performance. Now, the Sales Qualification Agent in Dynamics 365 Sales verifies each email address and identifies if it's a work or personal email. Sales teams can save precious time by ignoring unreachable leads, increase the effectiveness of their sales outreach, and stay compliant by reaching out to only valid work emails.

Feature details

The Sales Qualification Agent uses validated email addresses as it conducts lead research, outreach, and qualification.

As an admin, you can specify which email field on the lead form the agent validates. You set this field as part of the Sales Qualification Agent settings.

As a seller, you can:

  • See whether the email address associated with the lead is valid.
  • See the email address categorized as work or personal.
  • Update the validity and categorization if you disagree with the assessment. For example, you can mark an email address as personal if the agent inadvertently marks it as a work email address.

Screenshot showing email validation performed by Sales Qualification Agent in Dynamics 365

Additional resources

Lead insights page (docs)