Know your account better with AI-generated account summary
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 | 
May 31, 2024 |
- | - |
Business value
In the fast-paced world of sales, sellers often work on multiple accounts simultaneously. It can be challenging to stay on top of all the accounts and gather relevant information efficiently. With the account summary feature, sellers can now access a consolidated summary of vital customer data, including buying behavior, associated opportunities, leads, and the latest news about an account through the power of AI.
Sellers no longer need to spend excessive time sifting through scattered information or manually compiling account details. They can now quickly access a comprehensive overview of each account, enabling them to prioritize their work effectively and engage with customers in a more personalized and targeted manner.
Feature details
With these enhancements, sellers can:
- Get an overview of the account and quickly understand the key information.
- View a summary of associated opportunities.
- View a summary of associated leads.
- Learn the latest news about an account.
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 account (docs)