{"id":41634,"date":"2025-06-30T17:23:46","date_gmt":"2025-06-30T11:53:46","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=41634"},"modified":"2025-06-30T17:34:29","modified_gmt":"2025-06-30T12:04:29","slug":"streamline-lead-qualification-with-the-sales-qualification-agent-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/06\/streamline-lead-qualification-with-the-sales-qualification-agent-in-dynamics-365\/","title":{"rendered":"Streamline Lead Qualification with The Sales Qualification Agent in Dynamics 365"},"content":{"rendered":"

\"Streamline<\/p>\n

In today\u2019s competitive sales environment, equipping your team with the right tools can significantly contribute to success. One such powerful tool is the Sales Qualification Agent \u2014 a smart assistant designed to streamline prospect evaluation and outreach efforts. Before your sales team can fully leverage its capabilities, it\u2019s crucial to lay the groundwork through proper configuration.<\/p>\n

This blog will walk you through the essential setup steps, including defining your business offerings, aligning with your target audience, and fine-tuning preferences to ensure the agent supports your unique sales approach.<\/p>\n

Business Use case:<\/strong><\/h3>\n

A software solutions company, was rapidly expanding its sales team. With several new salespeople joining each month, the company faced growing pains around onboarding \u2014 particularly when it came to lead research, Ideal Customer Profile (ICP) identification, and creating relevant first-touch emails. The process was slow, inconsistent, and heavily dependent on senior salesperson for guidance.<\/p>\n

To overcome these challenges, management implemented the Sales Qualification Agent and configured it to align with their unique business needs \u2014 including product offerings, ICP attributes like industry, company size, and location, and revenue. Once set up, the agent acted as a smart assistant, helping salespeople evaluate leads, check for ICP fit, and generate personalized outreach content in minutes.<\/p>\n

Before You Begin: Key Prerequisites<\/strong><\/h3>\n

Before setting up the Sales Qualification Agent, make sure the following requirements are met:<\/p>\n

    \n
  • You have admin access in Dynamics 365 Sales.<\/li>\n
  • You have been given a valid Copilot Studio license.<\/li>\n
  • The Sales Hub app is running with the updated modern user interface.<\/li>\n
  • Enabling Copilot in Dynamics 365 Sales is recommended for deeper lead insights.<\/li>\n
  • Create a custom security role or use an existing one and Grant User-level permissions for read<\/em>, write<\/em>, create<\/em>, append<\/em>, append to<\/em>, and assign<\/em> to the following entities:\n
      \n
    • Sales Copilot Email Insight<\/strong><\/li>\n
    • Sales Copilot Insight<\/strong><\/li>\n
    • Sales Copilot Insight Card State<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n

      Configuration: Sales Qualification Agent Setup and Activation<\/strong><\/h3>\n

      Once prerequisites are in place, follow these steps to configure and activate the Sales Qualification Agent in the Sales Hub app:<\/p>\n

      1. Open the Sales Hub app, navigate to the bottom-left corner, and click on Sales \u2192 App Settings.<\/p>\n

      \"Sales<\/p>\n

      2. In General Settings select Copilot -> Agents (Preview) -> Get Started<\/p>\n

      \"Sales<\/strong><\/p>\n

      Enter information about your business, the goods you sell, and the people who should have access to the agent in the General area.<\/p>\n

        \n
      • Team Access<\/strong>: Select the appropriate security roles that should have access to the Sales Qualification Agent (e.g., salesperson, system administrators), then click Next<\/strong>.<\/li>\n<\/ul>\n

        \"Sales<\/p>\n

          \n
        • Company Info<\/strong>: <\/strong>Enter your company’s name, website, and a brief overview of what your organization does. This information helps the agent generate more relevant and personalized outreach content. Click Next to proceed.<\/li>\n<\/ul>\n

          \"Sales<\/p>\n

            \n
          • Value Proposition \u2013 Your Offerings<\/strong>: <\/strong>Describe how your product or service delivers value to customers. Helps the agent better understand your offering and reach leads. Click Next to proceed.<\/li>\n<\/ul>\n

            \"Sales<\/strong><\/p>\n

              \n
            • Refresh Frequency<\/strong>: <\/strong>Choose how often you want the research data to be refreshed based on your business needs: as High \u2013 Daily updates, Medium (Default) \u2013 Every three days, Low \u2013 Weekly updates. Click Next to proceed.<\/li>\n<\/ul>\n

              \"Sales<\/strong><\/p>\n

              Research section<\/strong><\/p>\n

              In the Research section, you can see the predefined sources the agent relies on to collect information about your leads. These sources are built-in and cannot be modified:<\/p>\n