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Know your account better with AI-generated account summary

Enabled for Public preview Early access General availability
Users by admins, makers, or analysts May 31, 2024 - Oct 20, 2024

Business value

In the fast-paced world of sales, sellers often work on multiple accounts at the same time. It can be challenging to stay on top of all the accounts and gather relevant information efficiently. With the account summary feature, sellers can 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 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 way.

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.

Screenshot of the Copilot account summary in Copilot side pane with account record in context.

Screenshot of the Copilot account summary along with opportunities list for the account.

Screenshot of the Copilot account summary.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Summarize an account (docs)