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Dynamics 365 Sales: Lead management – Prioritize your hottest leads first with next best actions

Dynamics 365 Sales: Lead management – Prioritize your hottest leads first with next best actions

Get the next best actions for leads right on your Dynamics 365 leads grid, and navigate to see Sales Qualification Agent’s research and pregenerated email suggestions. The actions show a preview of the lead, a summary of why it’s a hot or high-intent lead, and the topic that the lead is interested in. Business Value: Sales Qualification Agent meticulously researches every lead and identifies which ones are hot, warm or cold. When configured to autonomously engage, it identifies the ones that explicitly state their purchase intent. Now, you can see hot and high-intent leads prominently on your leads grid in Dynamics 365 Sales so that you can immediately focus on the next best actions you need to take to build a pipeline. With Sales Qualification Agent, your best move is now right at your fingertips. Enabled for: Enabled for end users automatically Product Release phase Preview Release date September CY2026Preview date: August CY2026 Platform Web Cloud Instance Worldwide (Standard Multi-Tenant) Created 2026-10-16 17:39:54Z Roadmap ID 576640 Roadmap Link https://www.microsoft.com/microsoft-365/roadmap?id=576640

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M365 Admin

by João Ferreira

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