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Access AI-generated opportunity summary from opportunity form

  • Άρθρο

Important

This content is archived and is not being updated. For the latest documentation, go to Welcome to Dynamics 365 Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts - - Jun 28, 2024

Business value

The introduction of the Opportunity Summary widget within the opportunity form enhances Copilot adoption and user engagement by providing a seamless entry point for you to interact with Copilot directly from the opportunity form interface. This strategic placement eliminates the need for you to navigate separately to the Copilot side pane or Copilot page, streamlining the workflow and encouraging further exploration within Copilot.

Feature details

As a seller, you can:

  • See the Copilot-generated opportunity summary in a widget on the out-of-the-box opportunity form.
  • Collapse or expand the widget as per your preference.

As an admin, you can:

  • Opt in for the Copilot preview feature to get this functionality.
  • Add the opportunity summary widget on any custom form. By default, this will be available on the out-of-the-box opportunity main form.

Opportunity summary as a widget in the opportunity form

Geographic areas

This feature will be released into the following Microsoft Azure geographic areas:

  • Germany
  • Norway
  • Singapore
  • South Africa
  • Switzerland
  • United Arab Emirates
  • United States
  • Europe
  • Asia Pacific
  • United Kingdom
  • Australia
  • Brazil
  • Canada
  • India
  • Japan
  • France
  • Korea

See also

Summarize an opportunity (docs)