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Elevate your customer engagements with AI-recommended content

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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 Feb 23, 2024 - -

Business value

In today's sales landscape, sales teams have a wealth of resources at their disposal, including documents, blogs, articles, and other materials. Depending on the size of the organization, dedicated teams create relevant and pointed documentation for sellers to reference and share with customers during the sales process. It's essential to ensure that sellers have access to the most appropriate documents that can create the desired impact when shared with key decision-makers during sales meetings or calls.

Hence, a seamless and efficient recommendation process can positively impact revenue by influencing ongoing deals and boosting the deal pipeline. Generative AI can revolutionize this recommendation process by surfacing the right content based on context and customizing and summarizing it for easy consumption and distribution by sellers. This approach saves time and effort for sellers and allows them to remain focused on customer collaboration.

Feature details

This capability will enable your sellers to choose the right content during customer collaborations. With this feature, you’ll be able to:

  • Get recommended content based on engagement context.
  • Quickly search content using natural language.
  • Get content recommendations during calls and the ability to share the details with customers.

Sample image of content recommendation

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

Get content recommendations from SharePoint (docs)