Get AI Generated 360-Degree View of Account Summary in Dynamics 365 Sales [PREVIEW]
Microsoft Dynamics 365 Sales has introduced an AI-powered account summary feature in its 2024 Wave 2 update. This feature consolidates customer data into a single, easy-to-read summary, saving time and effort for sales teams. The account summary provides a comprehensive view of each account, including information on buying behavior, opportunities, leads, marketing campaigns, and the latest news. Sales representatives can personalize their interactions with customers and prioritize their work more effectively. To configure the account AI-generated summary, users need to enable Copilot in the Sales Hub App settings and activate the preview features. The AI-generated account summary feature improves productivity and customer engagement, making it a valuable tool for sales teams.
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