Microsoft Dynamics 365 Sales (Sales Qualification Agent): Research inbound leads and draft first outreach
In research-only mode, the agent researches assigned leads, checks fit against your target customer profile, and drafts an initial email for qualified leads, so sellers spend time on the best ones.
How to do it
- Set selection criteria such as lead source, rating, or geography
- Let the agent research assigned leads
- Review fit and send the drafted email for leads worth pursuing
Source
Source: Microsoft · https://learn.microsoft.com/en-us/dynamics365/sales/sales-qualification-agent · Page updated Apr 30, 2026
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