Improve efficiency using Customer page summary
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Dynamics 365 Finance. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users, automatically | - | 
Jul 31, 2024 |
Business value
Users must use multiple modules in their daily work to look up information like customer activities. By using this summarization feature, users get a summary of the relevant data for the selected customer directly on the page, instead of switching among pages. This allows users to quickly determine the actions and improve business operation efficiency.
Feature details
This feature provides a comprehensive summary of the status, and selective insights associated with each customer on the customer page.
On the customer page, this feature aggregates and analyzes data from various sources including customer invoices, payments, sales orders, sales agreements, outstanding invoices, and delayed order lines. This data can identify anomalies and potential risks.
The summarized information, which offers valuable insights into each customer's financial activities and insights, is displayed at the top of the customer page for easy access and review. This allows for proactive risk management and informed decision-making.
Geographic areas
This feature will be released into the following Microsoft Azure geographic areas:
- Norway
- South Africa
- Switzerland
- United Arab Emirates
- US GCC
- US GCC High
- United States
- Europe
- Asia Pacific
- United Kingdom
- Australia
- Brazil
- Canada
- India
- Japan
- France
See also
Customer page summary (docs)
Create and maintain customers (learn)