Setup & Configure the Sales Qualification Agent in Dynamics 365 Sales
UG Expert Heidi Neuhauser breaks down how to setup and configure the Sales Qualification Agent in Dynamics 365 Sales for CE/CRM users.
Key Takeaways
- Managing agents: Going into the Sales Hub, Heidi walks through changing the area to be app settings. Navigating to the Dynamics 365 AI Hub will give users information about agents as well as security, privacy, compliance, and responsible AI statements. The elements help with creating and managing specific agents working in the Sales Hub. She points out prerequisites through the Agent Manager that need to be set, then clicks create.
- Existing agents: There are two agents that users can directly build in without diving into Copilot Studio and building an agent from scratch. The Sales Qualification Agent will get users’ lead insights, draft and send outreach emails, and detect interest from customers. The Opportunity Research Agent will comb through the database to flag high-value deals and risks proactively.
- Sales Qualification Agent: Heidi dives into the Sales Qualification Agent, including its features to research and engage leads via email. It will only engage if users check the appropriate setting. Bing search is necessary for it to grab information outside of the CRM, as well as permitting it to create an app in Azure and create an app user in Dataverse.
- Configuration: Next, Heidi goes from top to bottom of the aspects that need to be configured for the external research agent. Once you’re done configuring the settings specific to your agent, click save and start using the agent.
