Streamline sales process with sales document summary
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | - | - | 
Nov 5, 2024 |
Business value
As a sales professional, you sift through lengthy documents to understand the customer’s needs and preferences across multiple systems. This time-consuming task leads to decreased productivity and potentially missed opportunities. With the ability to automatically summarize important details from lengthy documents including proposals, reports, and agreements, you can save time and focus on building relationships with customers and closing deals. The sales document summarization feature can improve the quality of customer interactions by ensuring that you have a comprehensive understanding of customer needs as per the BANT (Budget, Authority, Need, and Timeline) framework.
Feature details
As a seller, you can use Copilot chat to:
- Get a summary of the documents stored in SharePoint that you have access to.
- Get a summary of the documents associated with your contact, opportunity, lead, and account.
- Use the summary to understand the budget, authority (decision maker), need, and timeline based on various documents.
Watch the demo to know how to use the feature.
This feature is automatically enabled with Copilot in Dynamics 365 Sales. Learn more about enabling Copilot in Dynamics 365 Sales at Turn on and set up Copilot in Dynamics 365 Sales.
Geographic areas
This feature will be released into the following Microsoft Azure geographic areas:
- Germany
- Norway
- Singapore
- South Africa
- Switzerland
- United Arab Emirates
- Sweden
- Qatar
- United States
- Europe
- Asia Pacific
- United Kingdom
- Australia
- Brazil
- Canada
- India
- Japan
- France
- Korea
- China
See also
Boost seller productivity with document summary by Copilot in Dynamics 365 Sales (blog)