Turn marketing engagement into actionable insights for sellers

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

Marketing interactions, such as attending a product demo or engaging with a targeted email campaign, are strong signals of buying intent. For Dynamics 365 Sales customers using Customer Insights - Journeys, the Sales Qualification Agent automatically brings key insights from recent marketing activities, including email opens, link clicks, event registrations and attendance, and form submissions.

This agent seamlessly connects marketing and sales without requiring customers to build and maintain a custom solution to extract, aggregate, and sync marketing engagement data into Dynamics 365 Sales. It saves significant time and costs. With this agent, sellers focus on the most valuable opportunities sooner and drive more personalized outreach and engagement.

Feature details

As a seller, you can see the marketing insights from within the lead insights page. With these insights, you gain deeper context for every lead, enabling more timely, relevant, and personalized engagement. For example, you can easily see if a lead recently attended a webinar and interacted with multiple product emails—all from within your sales workflow.

This feature is enabled by default for customers using both Dynamics 365 Sales and Customer Insights - Journeys.