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- Configure lead management in Dynamics 365 Sales to capture, nurture, and prioritize leads. Explore lead creation methods including integration with Customer Insights, configure predictive lead scoring, and use Copilot to surface insights that help sellers focus on the right leads.
After completing this module, you will be able to:
- Describe what a lead is and how leads are generated in Dynamics 365 Sales
- Explore the lead form and configure lead management settings
- Explain how predictive lead scoring helps prioritize leads
- Describe how Copilot assists sellers when working with leads
- Configure the Sales Qualification Agent in Dynamics 365 Sales to automate lead research and qualification. Compare Research-only and Research and engage modes, set up agent prerequisites, configure selection criteria and handoff rules, and monitor agent performance.
After completing this module, you'll be able to:
- Describe the Sales Qualification Agent and compare its two modes
- Configure the Sales Qualification Agent prerequisites and settings
- Monitor agent performance and troubleshoot issues
- Interpret agent actions and explain the lead handoff process
- Engage with customers through text messaging and edit phone number features in Dynamics 365 Sales
In this module, you'll:
- Explore the available text messaging capabilities in Dynamics 365 Sales.
- Learn how to set up a text messaging provider.
- Discover how to edit phone numbers.
- Explore how to add the text message option to forms.
- Learn how to work with text messages.
