Note
Access to this page requires authorization. You can try signing in or changing directories.
Access to this page requires authorization. You can try changing directories.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | 
Aug 15, 2025 |
Oct 31, 2025 |
Business value
Although most companies generate a sizable amount of new business from existing customers, only a small fraction of new leads link to existing CRM data. This disconnect results in incomplete context, missed insights, and subpar customer experiences, as sellers and AI agents lack critical information for effective interactions.
Sales Qualification Agent in Dynamics 365 Sales now finds and auto-links a matching contact and account for each lead it researches, so it can process information not only from the lead but also from the linked records, which enhances research outcomes and improves customer interactions.
Feature details
This feature is automatically enabled when you turn on Sales Qualification Agent in Dynamics 365 Sales.
As a seller, you see the following information on the lead insights page:
- Automatically linked contact and account information.
- Enriched information from linked accounts and contacts.
- The ability to de-link an auto-linked record and manually link another record if needed.
Sales Qualification Agent analyzes information across linked accounts and contacts for high effectiveness.
Geographic areas
Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.
Language availability
Visit the Explore Feature Language report for information on this feature's availability.
Related content
Lead research page (docs)