Qualify leads using the Sales Qualification Agent in Dynamics 365 Sales
Intermediate
Functional Consultant
Dynamics 365
Sales
Your sales team shouldn't spend hours researching leads before having a single meaningful conversation. The Sales Qualification Agent in Dynamics 365 Sales does that work for them. It researches leads, evaluates fit against your target customer profile, and, in full automation mode, engages with prospects directly before handing the most promising ones to sellers. In this module, you'll configure and deploy the agent, interpret what it surfaces on lead records, and use the insights dashboard to keep it calibrated over time.
Learning objectives
After completing this module, you'll be able to:
- Describe the Sales Qualification Agent and compare its two modes
- Configure the Sales Qualification Agent prerequisites and settings
- Monitor agent performance and troubleshoot issues
- Interpret agent actions and explain the lead handoff process
Prerequisites
- Basic understanding of how to navigate Dynamics 365 model-driven apps
- Familiarity with leads and the lead lifecycle in Dynamics 365 Sales