Customize lead qualification for a seamless experience

Enabled for	Public preview	Early access	General availability
Users, automatically	-	Jul 29, 2024	Oct 2024

Business value

Streamlined lead qualification in Dynamics 365 Sales empowers you to fine-tune the qualification process, aligning it precisely with your organization's unique needs and sales criteria. This agile configuration eliminates back-and-forth interactions and saves valuable time, promoting swift, informed lead evaluation.

As a sales professional, you can benefit from insightful Copilot lead summaries, which provide clear and concise lead overviews for informed decision-making. The ability to create multiple opportunities from a single lead maximizes sales potential, while enhanced collaboration allows for opportunity assignments among team members. Furthermore, redundant data entry is eliminated as fields of the generated opportunities are prepopulated, boosting your productivity and ensuring focused efforts on high-value sales activities.

Feature details

As an administrator, you can:

• Configure the lead qualification process to ensure that leads are thoroughly evaluated.
• Enable Copilot to generate a lead qualification summary.
• Configure the creation of multiple opportunities from a single lead.

As a seller, you can:

• Assign newly generated opportunities to other sellers, fostering collaboration and maximizing sales team efficiency.
• View the AI-generated lead qualification summary after a lead is qualified.
• Choose to create multiple opportunities from a single lead.

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

• Germany
• Norway
• Singapore
• South Africa
• Switzerland
• United Arab Emirates
• United States
• Europe
• Asia Pacific
• United Kingdom
• Australia
• Brazil
• Canada
• India
• Japan
• France
• Korea

See also

Customize the lead qualification experience (docs)