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Check out the Lead Qualification Experience in (Release wave 2)

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Dynamics 365 Project Operations

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Nov 17, 2024

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AI Summary

  • Dynamics 365 Sales introduces customizable lead qualification experience
  • Multiple opportunities can be created from a single lead
  • AI-powered lead summaries with Microsoft Copilot enhance decision-making
  • Administrators have control for enhanced customization
  • Benefits include improved efficiency, enhanced insights, and scalability
  • Steps to get started with the new feature include navigating to Sales Hub and enabling the new qualification experience
  • The new lead qualification experience offers flexibility, AI-driven insights, and the ability to handle multiple sales paths simultaneously
  • Embracing this new feature in Dynamics 365 Sales can help businesses stay competitive and maximize sales potential

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