Dynamics 365 Sales: Lead management - Personalize outreach emails generated by Sales Qualification Agent
<ul> <li>Define outreach scenario/goal in natural language.</li> <li>Choose desired call-to-action to drive next steps.</li> <li>Provide subject line guidance: fixed suggestion or style recommendation.</li> <li>Set message length and brevity targets.</li> <li>Specify tone rules, including name-usage limits and preferred terminology.</li> <li>Configure brand language and voice guardrails: approved phrases and banned words.</li> <li>Set formatting preferences: bullets, paragraph length, and maximum bullet count.</li> </ul> <p>Business Value:</p> <p>This feature expands the Sales Qualification Agent outreach by letting teams define the outreach purpose, brand-aligned tone (matching both company voice and seller style), the call-to-action, and key messaging preferences proven to resonate with prospects. The result is more relevant, consistent communication that drives higher response rates and, in turn, improves lead qualification rates.</p> <p>Enabled for:</p> <p>Enabled by admins/makers/marketers for end users</p>
Affected: Microsoft Copilot (Microsoft 365), Dynamics 365 Sales