Session
Dynamics 365 Sales Qualification Agent - Real World Implementation Lessons
AI Agents are making their way into Dynamics 365 Sales, helping sellers focus on conversations that matter most. The Sales Qualification Agent is one of the first real-world applications of this shift, automating lead research, engagement and qualification.
In this demonstration-heavy session, Hamish Sheild will show how to configure and fine-tune the Dynamics 365 Sales Qualification Agent for maximum impact.
Through live demos and implementation insights, you’ll see:
- How the agent researches, engages and qualifies leads in practice.
- Best practices for configuration and integration with Dynamics 365 Sales processes.
- Common pitfalls and lessons learned from implementing the agent in an ambitious, real-world Dynamics 365 Sales deployment.
If you’re a consultant, developer, or sales operations lead working with Dynamics 365, this session will give you practical insights for deploying the Sales Qualification Agent in real-world scenarios. Expect demos, hard-earned lessons, and guidance you can take straight back to your projects.

Hamish Sheild
Helping teams do their best work together | Power Platform, AI x design thinking
Auckland, New Zealand
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