Tailor Sales Qualification Agent to your industry and business needs

Enabled for	Public preview	Early access	General availability
Users by admins, makers, or analysts	May 5, 2025	-	-

Business value

Top sellers consistently build stronger pipelines by being disciplined in how they choose which leads to engage. What if every seller could follow that same high-performing approach? With the Sales Qualification Agent, now they can. You can now customize lead selection criteria by using your ideal customer profile (ICP), leveraging Dynamics 365 data like job title, and public web sources like market cap from Bloomberg.

Different businesses prioritize different signals: financial services might use assets under management, while tech companies focus on subscription usage. The Sales Qualification Agent lets sales operations replicate top sellers’ intuition by fine-tuning the lead selection criteria with data from Dynamics 365, Dataverse, and public external sources. By encoding strong lead selection logic, the agent helps every seller focus only on the leads that are most likely to convert, driving higher productivity and better outcomes.

Feature details

As an admin, you configure the Sales Qualification Agent to assess leads using data from Dynamics 365, other Dataverse sources, and trusted public web sources. You can define your Ideal Customer Profile (ICP) with industry-specific precision.

For example, a logistics company like Contoso can set up the agent to evaluate a lead’s USDOT status, incident history, and inspections from the past 24 months. This setup helps sellers focus on compliant, high-potential leads and drives more efficient, targeted engagement.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Set up the Sales Qualification Agent (docs)