Microsoft Dynamics 365 Sales (Sales Qualification Agent): Engage high volumes of inbound leads automatically
In research-and-engage mode, the agent can also engage leads directly. Microsoft positions this for teams that struggle to keep up with inbound lead volume from websites, events, and webinars.
How to do it
- Turn on research-and-engage mode
- Define which leads the agent can contact and how
- Review handoffs of interested leads to sellers
Source
Source: Microsoft · https://learn.microsoft.com/en-us/dynamics365/sales/sales-qualification-agent · Page updated Apr 30, 2026
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