In the rapidly evolving landscape of sales automation, staying ahead means leveraging the latest AI capabilities. The Sales Qualification Agent is a significant advancement in Microsoft Dynamics 365 Sales, designed to revolutionize lead qualification processes.
This advanced AI agent functions as an autonomous member of the sales team. It is capable of qualifying leads by directly engaging with potential customers, gathering critical information, and seamlessly handing off qualified leads to human sellers when specific criteria are met.
This guide provides a comprehensive technical walk-through for configuring and deploying the Sales Qualification Agent, covering capabilities from basic research to autonomous customer engagement.
Prerequisites and Infrastructure Setup
Before configuring the agent, the underlying environment must be prepared to support secure data access and automation.
App Registration and Application User Configuration
To enable the agent to interact securely with Dataverse, an application must be registered in Microsoft Entra ID (formerly Azure Active Directory), and a corresponding application user must be created in Dynamics 365... Read More
