Microsoft 365 Roadmap

RM578077Dynamics 365 Sales: Lead management - Personalize outreach emails generated by Sales Qualification Agent

Summary

Define outreach scenario/goal in natural language.

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

GA date: July CY2026

Preview date: April CY2026