Dynamics 365 Sales: Lead management - Personalize outreach emails generated by Sales Qualification Agent Beta
Data as of 2 hours ago (26 October 2026)
Description
Define outreach scenario/goal in natural language. Choose desired call-to-action to drive next steps. Provide subject line guidance: fixed suggestion or style recommendation. Set message length and brevity targets. Specify tone rules, including name-usage limits and preferred terminology. Configure brand language and voice guardrails: approved phrases and banned words. Set formatting preferences: bullets, paragraph length, and maximum bullet count. Business Value: 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. Enabled for: Enabled by admins/makers/marketers for end users
Change history
Added to the roadmap 23 October 2026. Tracked here since 24 October 2026. Earliest target we recorded: July 2026 (since tracked — Microsoft may have moved it before we started watching).
Nothing has changed on this item since tracking began on 24 October 2026. Changes appear here as Microsoft updates the feed.