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

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