Get 360-degree view with account AI-generated summary

發行項
08/16/2024

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	Early access	General availability
Users, automatically	-	Jul 29, 2024	Oct 2024

Business value

In the fast-paced world of sales, you often work on multiple accounts simultaneously. It can be challenging to stay on top of all your accounts and gather relevant information efficiently. With the Account summary feature, you can now access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, marketing campaigns, and the latest news about an account through the power of AI. This enables you to quickly research an account.

You no longer need to spend excessive time shifting through scattered information or manually compiling account details. You can quickly access a comprehensive overview of each account, prioritize your work effectively, and engage with customers in a more personalized and targeted manner.

Feature details

As an admin, you can:

Enable Copilot Account summary for any Dynamics 365 application.
Configure the entities and fields to use for creating the account summary.

As a seller, you can:

Get a 360-degree view of your account, which is built using all the data associated with the account.
View a summary of the associated opportunities.
Know about the associated leads.
Learn the latest news about the account.

Account summary showing information about associated cases (support tickets) of an account