Generate and qualify leads using AI in Dynamics 365 Sales
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Learn how to configure lead management and automate lead qualification in Dynamics 365 Sales. Explore predictive lead scoring, AI-powered insights, and text messaging tools to prioritize and engage with the right leads effectively. Master the Sales Qualification Agent to streamline lead research and handoff processes.
Prerequisites
- Basic understanding of Dynamics 365 Sales
- Familiarity with CRM concepts
- Knowledge of AI-driven tools in sales
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Modules in this learning path
Configure lead management in Dynamics 365 Sales to capture, nurture, and prioritize leads. Explore lead creation methods including integration with Customer Insights, configure predictive lead scoring, and use Copilot to surface insights that help sellers focus on the right leads.
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.
Sending and receiving text messages is an effective way for sellers to reach out to potential customers. Text messages are fast, convenient, and allow for quick responses. Additionally, using text messaging makes it easier for sellers to stay in touch with their customers by quickly responding to questions or concerns and providing updates and information on products and services. With Dynamics 365 Sales, sellers can engage with customers through the text message feature.