We are announcing the ability to personalize outreach emails sent by the Sales Qualification Agent in Dynamics 365 Sales. This feature will reach general availability on July 1, 2026.
How does this affect me?
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. This feature expansion includes the ability to:
- Define outreach scenarios/goals in natural language.
- Choose desired call-to-action to drive next steps.
- Provide subject line guidance for fixed suggestions or style recommendations.
- Specify tone rules, including name-usage limits and preferred terminology.
- Configure brand language and voice guardrails with approved phrases and banned words.
- Set formatting preferences such as bullets, paragraph length, and maximum bullet count.
This message is for awareness, and no action is required.
Source: Microsoft
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