If you’re part of a sales team at a small or midsized business, you know how much time and effort goes into qualifying leads. Manual research, chasing down details, and drafting outreach emails can slow down your process and leave great opportunities on the table. That’s why Microsoft’s latest 2025 Wave 1 release for Dynamics 365 Sales introduces the Sales Qualification Agent—a Copilot-powered assistant designed to automate and streamline lead qualification, so your team can focus on what matters most: building relationships and closing deals.
Our webinar walks you through everything you need to know about this new feature. You’ll see live demonstrations, learn practical setup tips, and discover how to make the most of the agent in your day-to-day sales workflows. If you’ve ever wondered how AI can help your team work smarter, this session is packed with answers.
Click here to watch the full webinar
Webinar Highlights
Step-by-Step Setup Made Simple
One of the first things you’ll learn is how easy it is to configure the Sales Qualification Agent. We show you how to tailor the agent to your organization’s ideal customer profile—setting criteria like industry, company size, decision-maker roles, and even custom fields. You’ll also see how to set refresh frequencies and assign security roles, ensuring the agent works for your team’s unique needs.
Automate Lead Insights and Targeting
Once the agent is active, we demonstrate how it automatically surfaces key information about each lead. The agent pulls in business priorities, financials, and web-sourced details, giving your team a 360-degree view of every prospect. You’ll see how the agent identifies high-potential leads and recommends next steps, so you can engage the right contacts at the right time.
Leverage Internal Connections for Outreach
Sales is all about relationships. The webinar shows how the agent can identify if colleagues have interacted with a lead before, making introductions seamless and leveraging existing connections to build trust. You’ll learn how to use these insights to personalize outreach and strengthen your network.
Draft Personalized Emails with AI
Drafting targeted emails can be time-consuming. We show you how the Sales Qualification Agent uses its insights to generate personalized, compelling emails for your leads—saving your team hours and increasing engagement. You’ll see how easy it is to review, edit, and send these AI-generated drafts, ensuring every message is on-brand and relevant.
What’s Coming Next for Sales Automation
We also discuss upcoming enhancements for the Sales Qualification Agent, including expanded criteria options, deeper integration with other Dynamics 365 apps, and more advanced AI-driven recommendations. These features will make the agent even more powerful, helping sales teams stay ahead of the curve.
Why The Sales Qualification Agent Matters to Your Team
If you’re using Dynamics 365 Sales, this feature is built right in—no extra software, no complicated implementation. By automating lead qualification and outreach, your team can save hours every week, improve lead quality, and accelerate the sales cycle. The webinar explains how to make these benefits real for your organization.
Want to see the Sales Qualification Agent in action? This session gives you more than an overview—it provides practical insights you can apply immediately. From setup tips to advanced features, you’ll walk away knowing how to streamline your sales process and prepare for what’s next.
Visit our site to access the on-demand webinar and discover how your organization can benefit from the Dynamics 365 Sales 2025 Wave 1 Release
Dynamics 365 Sales is more than a CRM—it’s a complete sales platform for SMBs. The Sales Qualification Agent is further evidence that Microsoft is committed to helping businesses like yours simplify operations and scale without adding complexity. If you’re interested in learning more about they Sales Qualification Agent for Dynamics 365 Sales, please don’t hesitate to get in touch and book a consultation today!
The post How AI is Transforming Lead Qualification with the Newly Released Agent for Dynamics 365 Sales appeared first on CRM Software Blog | Dynamics 365.
